diff --git a/handbook/customers.md b/handbook/customers.md index c0de7e4cc9..84ec035138 100644 --- a/handbook/customers.md +++ b/handbook/customers.md @@ -5,6 +5,30 @@ ### Scheduling meetings with customers To schedule an ad hoc meeting with a Fleet customer, use the ["Customer meeting" Calendly link](https://docs.google.com/document/d/1tE-NpNfw1icmU2MjYuBRib0VWBPVAdmq4NiCrpuI0F0/edit#heading=h.v47bs6uo0jpk). +# Missed Zoom Meeting | Etiquette with Customers +This is a tutorial on how to respond when someone from outside the company misses a call. + +## 48 hours before a meeting + +L1: Check the calendar invite to determine if the customer has accepted the invitation. +L2: If the customer has not accepted the invitation please reach out through appropriate channels to confirm attendance (Ex: EAs, Email, Slack). +L3: Test the Zoom Meeting link to ensure that it is working. +L4: Ensure that agenda documents are attached and accessible to meeting attendees (as appropriate to the situation). + +## Day of meeting + +L1: Join meeting 2-3 minutes prior to the meeting start time. +L2: If the customer does not join the call after 3-minutes: +- Slack, if we have a shared channel +- Email, using the email address from the calendar invite +- LinkedIn, send a direct message +- Phone, try finding their number to text and/or call (as appropriate to the device type: landline vs cell phone) +L3: In these communications to the customer remember to approach the situation with empathy. ==Anything could have happened==. +L4: Be ready to supply an alternative date and time to reschedule the call. Suggest 2-3 options for the customer to choose from. +L5: Ensure that contact information is accurate and that meeting invites can be received and accessed by the customer. +L6: Repeat back to the customer the newly agreed upon date and time, as well as the contact information. +L7: Congratulations, you’re ready to set up a new call. + ### Next steps after a customer conversation After a customer conversation, it can sometimes feel like there are 1001 things to do, but it can be hard to know where to start. Here are some tips: