From c45973c64f69ed88950dee985abe23ad9ae9722c Mon Sep 17 00:00:00 2001 From: Joanne Stableford <59930035+JoStableford@users.noreply.github.com> Date: Tue, 14 May 2024 14:59:31 -0400 Subject: [PATCH] Add payment reminder steps to weekly ritual process (#18635) ... --------- Co-authored-by: Sam Pfluger <108141731+Sampfluger88@users.noreply.github.com> Co-authored-by: Eric --- handbook/business-operations/README.md | 14 +++++++++++++- 1 file changed, 13 insertions(+), 1 deletion(-) diff --git a/handbook/business-operations/README.md b/handbook/business-operations/README.md index a97f6898d8..0fa914eedb 100644 --- a/handbook/business-operations/README.md +++ b/handbook/business-operations/README.md @@ -136,6 +136,19 @@ Weekly revenue report - [@`todo: CRO` and @`todo: CEO`] - Number of past-due renewals = `todo` ``` +- Send payment reminders via email to all outstanding accounts by responding to the invoice email initially sent to the customer. + +``` +Hello, +This is a reminder that you have an outstanding balance due for your Fleet Device Management premium subscription. +We have included the invoice here for your convenience. +For payment instructions please refer to your invoice, and reach out to [Fleet's billing contact] with any questions. + +Thanks, +[name] +``` + +- If any accounts will become overdue within a week, reply in thread to the slack post, mention the opportunity owner of the account, and ask them to notify their contact that Fleet is still awaiting payment. ### Run US commission payroll - Update [commission calculator](https://docs.google.com/spreadsheets/d/1vw6Q7kCC7-FdG5Fgx3ghgUdQiF2qwxk6njgK6z8_O9U/edit) with new revenue from any deals that are closed/won (have a subscription agreement signed by both parties) and have a **Close date** within the previous month. @@ -370,6 +383,5 @@ Please see [handbook/engineering#book-an-event](https://www.fleetdm.com/handbook Please see [handbook/engineering#order-swag](https://www.fleetdm.com/handbook/engineering#order-swag) -