From 9d1799e70b35b2256452a7080ca170d10ba4a4e6 Mon Sep 17 00:00:00 2001 From: Mike McNeil Date: Wed, 22 Feb 2023 14:49:30 -0600 Subject: [PATCH] =?UTF-8?q?Add=20Fleet=E2=80=99s=20W-9=20(#10024)?= MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit --- handbook/customers/README.md | 11 +++++++++-- 1 file changed, 9 insertions(+), 2 deletions(-) diff --git a/handbook/customers/README.md b/handbook/customers/README.md index 0b523d564b..6288f8a18a 100644 --- a/handbook/customers/README.md +++ b/handbook/customers/README.md @@ -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)
Response time: **≤1 business day** | | High to emergency impact | Expedited phone/chat support during business hours
Call or text [the Fleet phone number](https://docs.google.com/document/d/1tE-NpNfw1icmU2MjYuBRib0VWBPVAdmq4NiCrpuI0F0/edit) that was provided in the invoice.
Response time: **≤4 hours** | -======= -## 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