empayre/fleet
14
0
Fork 0
mirror of https://github.com/empayre/fleet.git synced 2024-11-06 17:05:18 +00:00
Code Issues Actions Packages Projects Releases Wiki Activity
20a76adc56
fleet/handbook/customer-experience.md
Mike McNeil 76efc95d15
Handbook: "Customer first" » "Customer experience" (#3272) 
* Rename customer-first.md to customer-experience.md

* Update README.md

* consistency with how i'm seeing this on other pages
2021-12-08 22:33:39 -06:00

1.9 KiB
Raw Blame History

Customer experience

Customer meetings

Scheduling meetings with customers

To schedule an ad hoc meeting with a Fleet customer, use the "Customer meeting" Calendly link.

Next steps after a customer conversation

After a customer conversation, it can sometimes feel like there are 1001 things to do, but it can be hard to know where to start. Here are some tips:

For customer requests

  • Locate the appropriate issue, or create it if it doesn't already exist. (To avoid duplication, be creative when searching GitHub for issues- it can often take a couple of tries with different keywords to find an existing issue.)
  • Make sure the issue has a "customer request" label.
  • Is the issue clear and easy to understand, with appropriate context? (Default to public: declassify into public issues in fleetdm/fleet whenever possible)
  • Is there a key date or timeframe that the customer is hoping to meet? If so, please post about that in #g-product with a link to the issue, so the team can discuss before committing to a time frame.
  • Have we provided a link to that issue for the customer to remind everyone of the plan, and for the sake of visibility, so other folks who weren't directly involved are up to speed? (e.g. "Hi everyone, here's a link to the issue we discussed on today's call: …link…")

Generating a trial license key

Fleet's self-service license dispenser (coming soon) is the best way to generate trial license keys for Fleet Premium.

In the meantime, to generate a trial license key, create an opportunity issue for the customer and follow the instructions in the issue for generating a trial license key.