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Update README.md (#10914)

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Added Account Plan documentation steps on transition of prospect to
customer.
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Dave Herder 2023-03-31 09:12:03 -07:00 committed by GitHub
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handbook/customers/README.md
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@ -41,8 +41,11 @@ This workflow outlines the process that sales and customer success can follow wh
3. (AE) The AE creates a 'New Sale Issue'
- They complete the AE tasks listed at the top of the issue.
- Then they assign the issue to BizOps and the Head of Customer Success (CS).
- AE completes the Business Objectives section of the Account Plan located in the Sales> Opportunities> {Account Name} shared google drive folder.
- Solution Architect completes the Technical Objectives section of the Account Plan located in the Sales> Opportunities> {Account Name} shared google drive folder.
- AE moves the {Account Name} folder within Opportunities to the Sales> Account Plans folder.
- The AE schedules a 30 minute internal handoff call with CS and any other related parties to the sale.
- Prepare to review:
- Prepare to review the following from the Account Plan:
- Details of the deal
- Primary contact / their role
- Desired use cases / desired outcomes