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Update engagements.md #5331

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8 changes: 5 additions & 3 deletions nuxt/content/handbook/sales/engagements.md
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Original file line number Diff line number Diff line change
Expand Up @@ -122,9 +122,10 @@ as evidenced by a PO or signed quote, is the sole determinant.
- [Signed quotes and P.O.'s](https://drive.google.com/drive/folders/1Nb3UqFiE56ymgQnyfkDKHMAe6L3akNzQ)
- If negotiated custom, the
[Subscription agreement](https://drive.google.com/drive/folders/1h6jBvkJ2oDrBL7jw751RfAzBKkkprKDc)
1. Send an email to the customer and the assigned CSM to make the introduction.
- Also verify if a P.O. number is known for them internally, to put on the
invoice
1. Set up and complete the handover call with the customer, assigned technical contact and the CSM to ensure the start of the onboarding process.
- Set up meeting agenda
- Introduce CSM and Technical contact
- Finalize outstanding action points
1. Move the deal to `Closing` in HubSpots Deal overview, update the close date
to when the customer committed to purchasing.
1. Send the CSM a direct message on slack with the following information:
Expand Down Expand Up @@ -157,6 +158,7 @@ as evidenced by a PO or signed quote, is the sole determinant.
[HubSpot Template](https://app-eu1.hubspot.com/templates/26586079/edit/135404737?q=welco&page=1).
1. If Professional Services are included, inform the PS team of deal.
1. Add customer to onboarding stage in the CSM tracking document.
1. Set up the meeting structure via the handover call, document customer goals, use case and administration tasks.
1. Move the deal to `Closed Won` stage.
1. Check if a new renewal deal is automatically generated under the correct terms and closing date.
1. Add the following to the deal:
Expand Down