Skip to content
Merged
Changes from all commits
Commits
File filter

Filter by extension

Filter by extension

Conversations
Failed to load comments.
Loading
Jump to
Jump to file
Failed to load files.
Loading
Diff view
Diff view
12 changes: 12 additions & 0 deletions handbook/customers.md
Original file line number Diff line number Diff line change
Expand Up @@ -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 |
Expand Down