From c8a3c09ce763ccf052f82fa30870590bfc0cff6c Mon Sep 17 00:00:00 2001 From: Steven Palmesano <3100993+spalmesano0@users.noreply.github.com> Date: Tue, 14 Apr 2026 10:59:29 -0500 Subject: [PATCH] Add issue follow-up steps to OOO responsibilities (#43504) --- handbook/customer-success/README.md | 4 ++++ 1 file changed, 4 insertions(+) diff --git a/handbook/customer-success/README.md b/handbook/customer-success/README.md index 15d65b1083..33df072451 100644 --- a/handbook/customer-success/README.md +++ b/handbook/customer-success/README.md @@ -28,10 +28,14 @@ This handbook page details processes specific to working [with](#contact-us) and The customer success department is directly responsible for ensuring that customers and community members of Fleet achieve their desired outcomes with Fleet products and services. ### Responsibilities when out of office + When a CS team member is unable to attend a scheduled customer call, they should find backup coverage for their respective function or request a reschedule with the customer. If a CSM is having another team member cover their call, the CSM is responsible for preparing the customer agenda doc and debriefing their co-worker in advance of the meeting. If a CSA is having another technical resource cover their call, the CSA is responsible for debriefing that team member on the current status of the customer deployment. +If you are working on issues that need follow-up while you're out, assign them to the Manager of Customer Support and Solutions Architecture in Unthread before you leave. Also create a thread in [#help-customers](https://fleetdm.slack.com/archives/C062D0THVV1) with an overview of the current status and next steps for these. + + ### Respond to a "Contact us" job application submission 1. Applications for open roles at Fleet come through the "Contact us" form.