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Formalizing a process for joining customer calls

Warren Gifford requested to merge sales-calls-types-and-sitins into main

Created by: Joelkw

Sitting in on customer calls is super helpful for new team members!

Which means it's also something that an ever-growing number people want to do. We (the product team) have already found that it's difficult to get added to as many calls as we'd like with the "post in slack asking to be added to calls" process. This is likely because that puts the burden on sales/ce team members to remember to add new folks to specific calls.

I think the best thing to do is formally endorse company-wide the "look at someone else's calendar and then slack them directly to join" process that sales/ce have been using, since the work of finding specific calls then falls on the person who wants to join. The easiest way to do that is to put it in one place that all our mentions can link to.

I've also added context for the types of calls, since I think it will help people looking to join calls. It's taken directly from this slack message from @dadlerj : https://sourcegraph.slack.com/archives/C0B2RU51Q/p1596472722151800?thread_ts=1596471941.151600&cid=C0B2RU51Q (the post he's replying to also alludes to the problem statement here about joining calls).

Questions:

  • Is the list of "type of calls" correct enough? Do sales/CE folks have examples of event titles for some of the other types?

Feel free to suggest a better directory location for this page if you have a preference.

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