From 468bb453d3aaeba06944c9e0a351790d967b5411 Mon Sep 17 00:00:00 2001 From: Tony Gauda <5620541+tgauda@users.noreply.github.com> Date: Thu, 7 Jul 2022 19:04:46 -0400 Subject: [PATCH] Update customers.md Adding DRI change process --- handbook/customers.md | 12 ++++++++++++ 1 file changed, 12 insertions(+) diff --git a/handbook/customers.md b/handbook/customers.md index efd5db67d78..1d07e5a7129 100644 --- a/handbook/customers.md +++ b/handbook/customers.md @@ -100,6 +100,18 @@ Fleet's subscription agreement is available at [fleetdm.com/terms](https://fleet Fleeties can find a summary of contract terms in the relevant [customer's Salesforce opportunity.](https://fleetdm.lightning.force.com/lightning/o/Opportunity/list?filterName=Recent) +## Customer DRI change +Sometimes there is a change in the champion within the customer organization. + 1. Get an introduction to the new DRIs including names, roles, contact information + 2. Make sure they're in the Slack channel + 3. Invite them to the success meetings + 4. In the first meeting understand proficiency level of osquery + a. Make sure the meeting time is still convenient for their team + b. Understand needs and goals for visibility + c. Offer training to get them up to speed + d. White glove experience + + ## Contract glossary | Term | Definition |