From ba554ab256fe632716358c73da166ba90c92cf3b Mon Sep 17 00:00:00 2001 From: Sampfluger88 Date: Thu, 26 Oct 2023 01:07:18 -0500 Subject: [PATCH] Revert "Update README.md" This reverts commit 6a29ae48635ceaf04c44cd21c37df6eef6275051, reversing changes made to 65d95b54897204327e614925a323dfb6c7745ef2. --- handbook/customers/README.md | 56 ++++++++++++++++++++---------------- 1 file changed, 31 insertions(+), 25 deletions(-) diff --git a/handbook/customers/README.md b/handbook/customers/README.md index 1752094c6d..3723678e22 100644 --- a/handbook/customers/README.md +++ b/handbook/customers/README.md @@ -29,19 +29,6 @@ The Sales department is directly responsible for attaining the revenue goals of ## Customer codenames 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. -## Contract terms -Fleet's subscription agreement is available at [fleetdm.com/terms](https://fleetdm.com/terms). -- **Effective date:** The start date for the subscription service. -- **Close date:** The date the last party to the contract signed the agreement. -- **Invoice date:** The date that Fleet sent the invoice to the customer. - -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) - -### Standard terms -For all subscription agreements, NDAs, and similar contracts, Fleet maintains a [standard set of terms and maximum allowable adjustments for those terms](https://docs.google.com/spreadsheets/d/1gAenC948YWG2NwcaVHleUvX0LzS8suyMFpjaBqxHQNg/edit#gid=1136345578). - -Exceptions to these maximum allowable adjustments always require CEO approval, whether in the form of redlines to Fleet's agreements or in terms on a prospective customer's own contract. - ## Contacting Fleet: customer support service level agreements (SLA's) @@ -233,8 +220,37 @@ To schedule an [ad hoc meeting](https://www.vocabulary.com/dictionary/ad%20hoc) To close a deal with a new customer (non-self-service), create and complete a GitHub issue using the ["Sale" issue template](https://github.com/fleetdm/confidential/issues/new?assignees=hughestaylor&labels=%23g-business-operations&projects=&template=3-sale.md&title=New+customer%3A+_____________). -### Submit a customer contract for legal review -All non-standard (from another party) subscription agreements, NDAs, and similar contracts require legal review from from the Business Operations department before being signed. [Create an issue request legal review](https://github.com/fleetdm/confidential/blob/main/.github/ISSUE_TEMPLATE/contract-review.md). +### Submit a customer contract +Fleet's subscription agreement is available at [fleetdm.com/terms](https://fleetdm.com/terms). + +#### Contract terms +- **Effective date:** The start date for the subscription service. +- **Close date:** The date the last party to the contract signed the agreement. +- **Invoice date:** The date that Fleet sent the invoice to the customer. + +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) + +#### Standard terms +For all subscription agreements, NDAs, and similar contracts, Fleet maintains a [standard set of terms and maximum allowable adjustments for those terms](https://docs.google.com/spreadsheets/d/1gAenC948YWG2NwcaVHleUvX0LzS8suyMFpjaBqxHQNg/edit#gid=1136345578). + +Exceptions to these maximum allowable adjustments always require CEO approval, whether in the form of redlines to Fleet's agreements or in terms on a prospective customer's own contract. + +#### Non-standard NDAs +To get a non-standard NDA (a non-disclosure agreement from another party) signed, [request a legal review](https://fleetdm.com/handbook/business-operations#contact-us). + +#### Reviewing subscription agreement +To quickly get help doing a legal review of a prospect subscription agreement, with or without redlines: + +1. Visit https://github.com/fleetdm/confidential/issues/new/choose +2. Select "Contract signature or legal review" +3. Follow the instructions in the "Submitting this request" section + +If the prospect/customer/partner is originating the request for signature: +1. Communicate to the prospect that the Fleet signatory is Mike McNeil, CEO and share his email. +2. Mike will create the github issue mentioned above when he gets request +3. Mike will forward to business operations for review +4. Business operations will notify Mike and the requestor (via GitHub comment w/ at-mention) when ready for signature +5. Mike will sign and close the issue. (This sends a notification to the requestor automatically.) ### Process customer support request @@ -331,16 +347,6 @@ You can help a Premium license dispenser customers change their credit card by d - -#### Stubs -The following stubs are included only to make links backward compatible. - -##### Non-standard NDAs -##### Reviewing subscription agreement -##### Submit a customer contract -Please see 📖[handbook/sales/submit-a-customer-contract-for-legal-review](https://fleetdm.com/handbook/sales/submit-a-customer-contract-for-legal-review) for all sections above. - -