diff --git a/handbook/ce/onboarding.md b/handbook/ce/onboarding.md index 7b0c395108d..bd84d62e5b0 100644 --- a/handbook/ce/onboarding.md +++ b/handbook/ce/onboarding.md @@ -8,12 +8,16 @@ Welcome to Sourcegraph! This document will guide you through customer engineerin - Get familiar with our systems and processes, including: - GitHub - - HubSpot - - Set up email logging - - JIRA Service Desk - - Looker -- Join as many customer calls, and follow along as many email threads and Slack conversations as possible + - [HubSpot](https://app.hubspot.com/contacts/2762526/deals/board/view/all/) + - Set up [email logging](https://about.sourcegraph.com/handbook/sales/records) + - [JIRA Service Desk](https://sourcegraph.atlassian.net/jira/servicedesk/projects/SG/queues/custom/1) + - [Looker](https://sourcegraph.looker.com/dashboards/94?Unique%20Server%20ID=&Site%20ID=&filter_config=%7B%22Unique%20Server%20ID%22:%5B%7B%22type%22:%22%3D%22,%22values%22:%5B%7B%22constant%22:%22%22%7D,%7B%7D%5D,%22id%22:2%7D%5D,%22Site%20ID%22:%5B%7B%22type%22:%22%3D%22,%22values%22:%5B%7B%22constant%22:%22%22%7D,%7B%7D%5D,%22id%22:3%7D%5D%7D) + - Familiarize yourself with the [Weekly CE Sync Notes](https://docs.google.com/document/d/1c40u7Bh2vPIAHcz8qS_qLOt310MfjrGeHN5-W45nh4U/edit) and format + - Updates to be provided in order of priority +- Look at AE/CE calendars and join as many customer calls as possible - Collect questions along the way (unfamiliar terms, use cases, etc.) +- Watch [Dan's recorded demo](https://drive.google.com/file/d/1idbCnce5MIvtAV0GOOwgB68zQJB2WmZ9/view?usp=sharing) +- Schedule a demo from the most recent CE hire before you - [Install Sourcegraph](https://docs.sourcegraph.com/admin/install/) using each of the three deployment options - Ask for any help needed along the way in the #dev-chat channel - Update our docs where necessary @@ -63,3 +67,14 @@ Welcome to Sourcegraph! This document will guide you through customer engineerin - Take ownership of an existing customer relationship - Reach out to set up an introduction - Define success criteria for growth + +## FAQ + +- How do we interface in customer engagements? + - Primary communication with customers is over dedicated shared slack channels: + - Trial Customers: #trial-companyname + - Subscription Customers: #support-companyname +- How do I route technical questions to the appropriate team? + - [Routing Customer Questions](https://about.sourcegraph.com/handbook/ce/routing_questions) +- Where can I track user feedback? + - [User Feedback](https://about.sourcegraph.com/handbook/product/user_feedback)