diff --git a/handbook/demand/README.md b/handbook/demand/README.md index 8a44f0f3b4..d36e44eb17 100644 --- a/handbook/demand/README.md +++ b/handbook/demand/README.md @@ -19,6 +19,19 @@ This handbook page details processes specific to working [with](#contact-us) and ## Responsibilities The Demand department is directly responsible for growing awareness of Fleet and nurturing the community through participation in events, conversations, and other [programs](https://fleetdm.com/handbook/company/communications#programs). +### 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](https://fleetdm.slack.com/archives/C05HZ2LHEL8). If an SC is unavailable, post in [#help-product-design](https://fleetdm.slack.com/archives/C02A8BRABB5) or [#help-engineering](https://fleetdm.slack.com/archives/C019WG4GH0A) 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 Revenue Operations](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 ["ðŸĶĒðŸ—Ģ Design review (#g-digital-experience)"](https://app.zenhub.com/workspaces/-g-digital-experience-6451748b4eb15200131d4bab/board?sprints=none).