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Add Fleet’s W-9 (#10024)

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Mike McNeil 2023-02-22 14:49:30 -06:00 committed by GitHub
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handbook/customers/README.md
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@ -18,9 +18,12 @@ Customers on a paid tier of Fleet can get in touch directly for commercial suppo
| Low to medium impact | Chat support during business hours Chat: Dedicated Slack channel (confidential) </br> Response time: **≤1 business day** |
| High to emergency impact | Expedited phone/chat support during business hours </br> Call or text [the Fleet phone number](https://docs.google.com/document/d/1tE-NpNfw1icmU2MjYuBRib0VWBPVAdmq4NiCrpuI0F0/edit) that was provided in the invoice. </br> Response time: **≤4 hours** |
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## New Customer Onboarding Workflow
## Becoming a customer
To close a deal with a new customer (non-self-service), create a GitHub issue using the "Sale" issue template and follow the steps.
> TODO: dedupe between this section and the issue template
This workflow outlines the process that sales and customer success can follow when a new deal closes.
@ -63,6 +66,10 @@ This workflow outlines the process that sales and customer success can follow wh
- Owns running the meeting, note taking, TODO follow up, etc.
## Fleet's W-9
A recent signed copy of Fleet's W-9 form can be found in [this confidential PDF in Google Drive](https://drive.google.com/file/d/1ugXazEBk1oVm_LqGbYNsIFECcv5jXLA9/view?usp=drivesdk).
## Customer success calls
### Scheduling a customer call