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Update digital-experience.rituals.yml (#22521)

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Sam Pfluger 2024-09-30 15:59:00 -05:00 committed by GitHub
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14
handbook/demand/README.md
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@ -31,20 +31,6 @@ Fleet's public relations firm is directly responsible for the accuracy of event
2. Update the workbook with the latest location, dates, and CFP deadlines from the website.
### Respond to a "Contact us" submission
1. Check the [_from-prospective-customers](https://fleetdm.slack.com/archives/C01HE9GQW6B) Slack channel for "Contact us" submissions.
2. Mark submission as seen with the "👀" emoji.
3. Within 4 business hours, use the [best practices template (private Google doc)](https://docs.google.com/document/d/1D02k0tc5v-sEJ4uahAouuqnvZ6phxA_gP-IqmkBdMTE/edit) to respond to general asks.
4. Answer any technical questions to the best of your ability. If you are unable to answer a technical/product question, ask a Solutions Consultant in `#help-solutions-consulting`. If an SC is unavailable, post in `#g-mdm`or `#g-endpoint-ops`and notify @on-call.
5. log in to [Salesforce](https://fleetdm.lightning.force.com/lightning/o/Lead/list?filterName=00B4x00000DtaRDEAZ) and search the lead list by first name and match the corresponding email to find the right lead.
6. Enrich each lead with company information and buying situation.
7. If a lead is completed or out of ICP, update the lead status in Salesforce to "Closed" or "Disqualified". If within ICP at-mention the [Head of Digital Experience](https://fleetdm.com/handbook/digital-experience#team) in the [#g-digital-experience](https://fleetdm.slack.com/archives/C058S8PFSK0) Slack channel and move lead to their name in SFDC.
8. Mark the Slack message as complete with the "✅" emoji.
> For any support-related questions, forward the submission to [Fleet's support team](https://docs.google.com/document/d/1tE-NpNfw1icmU2MjYuBRib0VWBPVAdmq4NiCrpuI0F0/edit#heading=h.wqalwz1je6rq).
### Begin or modify an advertising campaign
Any new ads or changes to current running ads are approved in ["🦢🗣 Design review (#g-digital-experience)"](https://app.zenhub.com/workspaces/-g-digital-experience-6451748b4eb15200131d4bab/board?sprints=none).

14
handbook/digital-experience/README.md
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@ -765,6 +765,20 @@ Fleet has several brand fronts that need to be updated from time to time. Check
- The current [brand imagery](https://www.figma.com/design/1J2yxqH8Q7u8V7YTtA1iej/Social-media-(logos%2C-covers%2C-banners)?node-id=3962-65895). Check this [Loom video](https://www.loom.com/share/4432646cc9614046aaa4a74da1c0adb5?sid=2f84779f-f0bd-4055-be69-282c5a16f5c5) for more info.
### Respond to a "Contact us" submission
1. Check the [_from-prospective-customers](https://fleetdm.slack.com/archives/C01HE9GQW6B) Slack channel for "Contact us" submissions.
2. Mark submission as seen with the "👀" emoji.
3. Within 4 business hours, use the [best practices template (private Google doc)](https://docs.google.com/document/d/1D02k0tc5v-sEJ4uahAouuqnvZ6phxA_gP-IqmkBdMTE/edit) to respond to general asks.
4. Answer any technical questions to the best of your ability. If you are unable to answer a technical/product question, ask a Solutions Consultant in `#help-solutions-consulting`. If an SC is unavailable, post in `#g-mdm`or `#g-endpoint-ops`and notify @on-call.
5. log in to [Salesforce](https://fleetdm.lightning.force.com/lightning/o/Lead/list?filterName=00B4x00000DtaRDEAZ) and search the lead list by first name and match the corresponding email to find the right lead.
6. Enrich each lead with company information and buying situation.
7. If a lead is completed or out of ICP, update the lead status in Salesforce to "Closed" or "Disqualified". If within ICP at-mention the [Head of Digital Experience](https://fleetdm.com/handbook/digital-experience#team) in the [#g-digital-experience](https://fleetdm.slack.com/archives/C058S8PFSK0) Slack channel and move lead to their name in SFDC.
8. Mark the Slack message as complete with the "✅" emoji.
> For any support-related questions, forward the submission to [Fleet's support team](https://docs.google.com/document/d/1tE-NpNfw1icmU2MjYuBRib0VWBPVAdmq4NiCrpuI0F0/edit#heading=h.wqalwz1je6rq).
## Rituals
- Note: Some rituals (⏰) are especially time-sensitive and require attention multiple times (3+) per day. Set reminders for the following times (CT):

10
handbook/digital-experience/digital-experience.rituals.yml
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@ -9,6 +9,16 @@
autoIssue:
labels: [ "#g-digital-experience" ]
repo: "fleet"
-
task: "Confirm consultant hours"
startedOn: "2024-09-30"
frequency: "Weekly"
description: "Perform step three in “Inform managers about hours worked” responsibility"
moreInfoUrl: "https://fleetdm.com/handbook/digital-experience#inform-managers-about-hours-worked"
dri: "SFriendLee"
autoIssue:
labels: [ "#g-digital-experience" ]
repo: "fleet"
-
task: "Prep 1:1s for OKR planning"
startedOn: "2024-09-09"