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Update README.md (#9049)
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This workflow outlines the process that sales and customer success can follow when a new deal closes.
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1. (AE) A customer is sent an order form
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- If the customer requires the use of their own legal contract, the account executive (AE) will send that contract to the business operations (BizOps) team for review. Then:
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- If the customer requires the use of their own legal contract, the account executive (AE) sends that contract to the business operations (BizOps) team for review. Then:
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- If the customer can use DocuSign, the AE sends out the order form. The AE must cc themselves and BizOps on the order so that all parties receive a fully executed copy when signing is complete.
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- If the customer does not use DocuSign, the AE sends out the order form directly to the customer.
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- The AE then sends the paper signed copy to BizOps for Fleet review and execution (via DocuSign by the CEO).
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