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Update README.md to add the product category in the descr. (#16167)

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refining the process for sc meeting booking.

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Co-authored-by: Sam Pfluger <108141731+Sampfluger88@users.noreply.github.com>
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Dave Herder 2024-01-18 10:52:03 -08:00 committed by GitHub
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handbook/sales/README.md
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@ -128,6 +128,7 @@ To schedule an [ad hoc meeting](https://www.vocabulary.com/dictionary/ad%20hoc)
- Use [this calendly link](https://calendly.com/fleetdm/talk-to-a-solutions-consultant) to obtain SC availability.
- The AE will populate this issue with the appropriate dates for an internal prep meeting as well as the dates for the external prospect meeting.
- Do not assign the issue. The Director of Solutions Consulting will assign the issue.
- Ensure that the product category is defined ("Endpoint ops", "Device management", or "Vulnerability management") in the description of the issue.
- **Documenting a prospect call:** When we do prospect calls, add the prospect's name in both the google doc title and the heading, ex. "Alex + Natalie (Fleet + Acme Co)." This makes it easier when searching for the document later.
- **Before a prospect call(48hrs):** Check the calendar invite 48hrs before the meeting to determine if the prospect has accepted the invitation.