Handbook/sales remove duplicate content (#14913)

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Sampfluger88
2023-11-02 20:50:13 -05:00
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commit 730ce6a5b6
2 changed files with 7 additions and 70 deletions
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@@ -89,26 +89,14 @@ Customer Support and 24/7 on-call Engineers are responsible for the first respon
- The 24/7 on-call is responsible for alarms related to fleetdm.com and Fleet Managed Cloud, as well as delivering 24/7 support for Fleet Premium customers. Use [on-call runbooks](https://github.com/fleetdm/confidential/tree/main/infrastructure/runbooks#readme) to guide your response. Runbooks provided detailed, step-by-step instructions to quickly and effectively respond to and resolve most 24/7 on-call alerts.
- We respond within 1-hour during business hours and 4 hours outside business hours. Note that we do not need to have answers within 1 hour -- we need to at least acknowledge and collect any additional necessary information while researching/escalating to find answers internally.
First responders:
- Robert Fairburn
- Kathy Satterlee
Escalations (in order):
- Eric Shaw (fleetdm.com)
- Zay Hanlon
- Luke Heath
- Mike McNeil
### Maintain first responder SLA
The first responder on-call for Managed Cloud will take ownership of the @infrastructure-oncall alias in Slack first thing Monday morning. The previous week's on-call will provide a summary in the #g-customer-success Slack channel with an update on alarms that came up the week before, open issues with or without direct end-user impact, and other issues to keep an eye out for.
- **First responders:** Robert Fairburn, Kathy Satterlee
Escalation of alarms will be done manually by the first responder according to the escalation contacts mentioned above. A [suspected outage issue](https://github.com/fleetdm/confidential/issues/new?assignees=&labels=%23outage%2C%23g-cx%2C%3Arelease&projects=&template=outage.md&title=Suspected+outage%3A+YYYY-MM-DD) should be created to track the escalation and determine root cause.
- **Escalations (in order):** » Eric Shaw (fleetdm.com) » Zay Hanlon » Luke Heath » Mike McNeil
All infrastructure alarms (fleetdm.com and Managed Cloud) will go to #help-p1.
When the current 24/7 on-call engineer is unable to meet the response time SLAs, it is their responsibility to arrange and designate a replacement who will assume the @oncall-infrastructure Slack alias.
All infrastructure alarms (fleetdm.com and Managed Cloud) will go to #help-p1. When the current 24/7 on-call engineer is unable to meet the response time SLAs, it is their responsibility to arrange and designate a replacement who will assume the @oncall-infrastructure Slack alias.
## Rituals
@@ -117,9 +105,6 @@ When the current 24/7 on-call engineer is unable to meet the response time SLAs,
#### Stubs
The following stubs are included only to make links backward compatible.
##### Customer codenames
Please see [Handbook/customer-success#create-customer-support-issue](https://www.fleetdm.com/handbook/create-customer-support-issue)
##### Runbooks
Please see [Handbook/customer-success#respond-to-messages-and-alerts](https://www.fleetdm.com/handbook/customer-success#respond-to-messages-and-alerts)
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@@ -27,57 +27,6 @@ The Sales department is directly responsible for attaining the revenue goals of
Occasionally, we will need to track public issues for customers that wish to remain anonymous on our public issue tracker. To do this, we choose an appropriate minor planet name from this [Wikipedia page](https://en.wikipedia.org/wiki/List_of_named_minor_planets_(alphabetical)) and create a label which we attach to the issue and any future issues for this customer.
## Contacting Fleet: customer support service level agreements (SLA's)
### Fleet Free
| Impact Level | Definition | Preferred Contact | Response Time |
|:---|:---|:---|:---|
| All Inquiries | Any request regardless of impact level or severity | Osquery #fleet Slack channel | No guaranteed resolution |
Note: If you're using Fleet Free, you can also access community support by opening an issue in the [Fleet GitHub](https://github.com/fleetdm/fleet/) repository.
### Fleet Premium
| Impact Level | Definition | Preferred Contact | Response Time |
|:-----|:----|:----|:-----|
| Emergency (P0) | Your production instance of Fleet is unavailable or completely unusable. For example, if Fleet is showing 502 errors for all users. | Expedited phone/chat/email support during business hours. </br></br>Email the contact address provided in your Fleet contract or chat with us via your dedicated private Slack channel | **≤4 hours** |
| High (P1) | Fleet is highly degraded with significant business impact. | Expedited phone/chat/email support during business hours. </br></br>Email the contact address provided in your Fleet contract or chat with us via your dedicated private Slack channel | **≤4 business hours** |
| Medium (P2) | Something is preventing normal Fleet operation, and there may or may not be minor business impact. | Standard email/chat support | ≤1 business day |
| Low (P3) | Questions or clarifications around features, documentation, deployments, or 'how to's'. | Standard email/chat support | 1-2 business days |
Note: Fleet business hours for support are Monday-Friday, 7AM-4PM Pacific Time, excluding current U.S. federal holidays during which responses may be delayed for Medium and Low impact issues. Fleeties can find Fleet general contact information [here](https://docs.google.com/document/d/1tE-NpNfw1icmU2MjYuBRib0VWBPVAdmq4NiCrpuI0F0/edit).
#### Flow of communication in the event of an emergency (P0) request
![Screen Shot 2022-12-05 at 10 22 43 AM](https://user-images.githubusercontent.com/114112018/205676145-38491aa2-288d-4a6c-a611-a96b5a87a0f0.png)
## Customer support workflow for Slack + Zendesk
This section outlines both the automated workflows and manual triggers associated with Fleet's Slack integration to Zendesk. The purpose of this integration is to:
- Provide Fleet with better service level agreement (SLA) tracking on requests (especially those submitted outside of business hours)
- Better track threads for issues that require advanced troubleshooting
- Consolidate support requests into a single-source, searchable system for faster issue resolution in the future
There are three different situations when a customer support request could result in a ticket being created in Zendesk. They are as follows:
1. When a request has been submitted outside of business hours via Slack automation
2. When a Fleet staff member has flagged an issue that requires advanced troubleshooting and determines that they want to move it into Zendesk for management
3. When any Fleet user submits a support request via email
### Workflow when a request is submitted outside of business hours:
1. A new message is posted in any Slack channel
2. (Zapier filter) The automation will continue if the message is:
- Not from a Fleet team member
- Posted outside of Fleets business hours
- In a specific customer channel (manually designated by Customer Success)
3. (Zendesk) Search for an existing Zendesk ticket by the Slack thread ID or create one if it does not exist.
4. (Slack) If a new Zendesk ticket was created, reply to the Slack message in a thread.
- Hi @username, it's currently outside Fleet's support hours. (6am - 4pm PT). We've created a support ticket based on your message, and a Fleet team member will respond as soon as possible. If you have more questions or comments, feel free to reply in this thread, and we'll add them to the ticket.
5. (Zendesk) If an existing Zendesk ticket was found by the search, add the Slack message to the existing ticket as a new comment.
![Screen Shot 2022-12-01 at 11 39 54 AM](https://user-images.githubusercontent.com/114112018/205109512-d35f4907-1169-41f5-acab-e23e3506e050.png)
- New customer channels that the automation will run in must be configured manually. Submit requests for additions during automation office hours.
- New tickets created from thread replies will contain a link to the slack thread, but will only have the new message.
- This zap does not support file uploads and attachments. Tickets created for messages with images attached will not have the attachments, and the automation will not run if someone uploads a file without a message.
<!---
@@ -236,6 +185,9 @@ Please see [handbook/company/communications#customer-support-service-level-agree
##### Submit a customer contract
Please see [handbook/sales#create-a-customer-agreement](https://fleetdm.com/handbook/sales#create-a-customer-agreement) for all sections above.
##### Customer codenames
Please see [Handbook/customer-success#create-customer-support-issue](https://www.fleetdm.com/handbook/create-customer-support-issue)
##### Document customer requests
Please see [handbook/customer-success#document-customer-requests](https://fleetdm.com/handbook/customer-success#document-customer-requests)
@@ -246,4 +198,4 @@ Please see [handbook/customer-success#generate-a-trial-license-key](https://flee
Please see [handbook/customer-success#create-customer-support-issue](https://fleetdm.com/handbook/customer-success#create-customer-support-issue)
<meta name="maintainedBy" value="alexmitchelliii">
<meta name="title" value="🐋 Customers">
<meta name="title" value="🐋 Sales">