From da30601f999330a57d0ce93d91c4374b543b7b8d Mon Sep 17 00:00:00 2001 From: Alex K <akarsten@gitlab.com> Date: Mon, 25 Nov 2024 19:45:21 +0000 Subject: [PATCH 1/3] Update startups workflow page --- .../startups-program-workflows.md | 24 +++++++++++-------- 1 file changed, 14 insertions(+), 10 deletions(-) diff --git a/content/handbook/marketing/developer-relations/community-programs/community-programs-workflows/startups-program-workflows.md b/content/handbook/marketing/developer-relations/community-programs/community-programs-workflows/startups-program-workflows.md index 2df21b2ae05..55c97307bef 100644 --- a/content/handbook/marketing/developer-relations/community-programs/community-programs-workflows/startups-program-workflows.md +++ b/content/handbook/marketing/developer-relations/community-programs/community-programs-workflows/startups-program-workflows.md @@ -6,7 +6,7 @@ description: "Details on program-specific workflows related to the GitLab for St ## Overview This page contains details regarding workflows specific to the [GitLab for Startups](https://about.gitlab.com/solutions/startups/join/) program. -Please see the [Community Programs Workflows page](/handbook/marketing/developer-relations/community-programs/community-programs-workflows/) for complete details on the program's application process. +Please see the [Community Programs Workflows page](https://handbook.gitlab.com/handbook/marketing/developer-relations/community-programs/community-programs-workflows/) for complete details on the program's application process. Currently, only VC- or accelerator-backed startups are eligibile for the program. Startups are not eligible for the program if they have been paying GitLab customers within one calendar year. @@ -49,13 +49,13 @@ When the promotion period ends, startups will have the option of becoming regula Here are some common workflows associated with managing the program, including qualifying a startup: -### Review application within Zendesk "Startups" view +### Review application within [Startups Issue Board](https://gitlab.com/gitlab-com/marketing/developer-relations/startups-program/startups-program-support/-/boards) Scenario: User did not submit complete application -In **Zendesk**: +In **GitLab Service Desk**: -1. Apply the "Funding Info" macro. +1. Navigate to the [Support-Macros](https://gitlab.com/gitlab-com/marketing/developer-relations/community-programs/operations/-/tree/main/support-macros?ref_type=heads0) Use the the "Funding Info" macro. Then, in **Salesforce**: @@ -70,7 +70,7 @@ Then, in **Salesforce**: If funding amount is less than $5 million USD, startup is deemed **Seed Stage**. Follow this flow. -In **Zendesk**: +In **GitLab Service Desk**: 1. Apply the `Seed stage` macro to send welcome email to customer 2. Insert a coupon code from the coupon code sheet within the macro @@ -78,7 +78,7 @@ In **Zendesk**: Then, in **Salesforce**: -1. Open lead / contact in the Zendesk ticket +1. Open lead / contact in the Service Desk ticket 2. Ctrl F "Startups Program Status" 3. Change to "Qualified" Seed Y1 @@ -87,21 +87,25 @@ Then, in **Salesforce**: If funding amount is less than $20 Million USD and greater than $5 million USD, startup is deemed **Early Stage**. Follow this flow. -In **Zendesk**: +In **GitLab Service Desk**: 1. Apply the `Early Stage` macro 2. Set ticket status to `Open` +**Use the Sales Case Routing Sheet** + +This sheet can be found [Here](https://docs.google.com/spreadsheets/d/1etzGAGH4n-pzA52xka_VAymMYSE44UBySblXhAEh6rM/edit?gid=0#gid=0) + Then, in **Salesforce**: -1. Open lead / contact in the Zendesk ticket +1. Open lead / contact in the Service Desk ticket 2. Ctrl+F to find "Startups Program Status" 3. Change to "Qualified" Early Y1 4. Convert the Lead to an Opp 5. Rename the Opportunity as `Customer Name, Seats, License Type, Startups - Early - Y(1)` 6. Chatter Mktgops to assign the correct account executive -7. Once the account executive has been confirmed, handoff the customer via the Zendesk Ticket +7. Once the account executive has been confirmed, handoff the customer via the Service desk Ticket For more clarification regarding Startups sales process, please refer to this [highspot page](https://gitlab.highspot.com/items/6410e355fb9e0fe9d2823fcc?lfrm=irel.1#3) -If they do not qualify, send them the [Startups:: Rejection macro](/handbook/marketing/developer-relations/community-programs/community-program-applications/email-and-zendesk-macros/#startups-startups-rejection) and offer to connect them to sales via the [Sales handoff process](/handbook/marketing/developer-relations/community-programs/community-program-applications/#handoff-process-to-sales). +If they do not qualify, send them the [Startups:: Rejection macro](/handbook/marketing/developer-relations/community-programs/community-program-applications/email-and-zendesk-macros/#startups-startups-rejection) and offer to connect them to sales via the [Sales handoff process](/handbook/marketing/developer-relations/community-programs/community-program-applications/#handoff-process-to-sales). \ No newline at end of file -- GitLab From 1a4966b5b4d652194d9b85f5f16105edc49fa65f Mon Sep 17 00:00:00 2001 From: Alex K <akarsten@gitlab.com> Date: Tue, 26 Nov 2024 17:22:13 +0000 Subject: [PATCH 2/3] Update startups-program-workflows.md --- .../startups-program-workflows.md | 7 ++++--- 1 file changed, 4 insertions(+), 3 deletions(-) diff --git a/content/handbook/marketing/developer-relations/community-programs/community-programs-workflows/startups-program-workflows.md b/content/handbook/marketing/developer-relations/community-programs/community-programs-workflows/startups-program-workflows.md index 55c97307bef..a0a57ce054f 100644 --- a/content/handbook/marketing/developer-relations/community-programs/community-programs-workflows/startups-program-workflows.md +++ b/content/handbook/marketing/developer-relations/community-programs/community-programs-workflows/startups-program-workflows.md @@ -6,7 +6,7 @@ description: "Details on program-specific workflows related to the GitLab for St ## Overview This page contains details regarding workflows specific to the [GitLab for Startups](https://about.gitlab.com/solutions/startups/join/) program. -Please see the [Community Programs Workflows page](https://handbook.gitlab.com/handbook/marketing/developer-relations/community-programs/community-programs-workflows/) for complete details on the program's application process. +Please see the [Community Programs Workflows page](/handbook/marketing/developer-relations/community-programs/community-programs-workflows/) for complete details on the program's application process. Currently, only VC- or accelerator-backed startups are eligibile for the program. Startups are not eligible for the program if they have been paying GitLab customers within one calendar year. @@ -49,7 +49,8 @@ When the promotion period ends, startups will have the option of becoming regula Here are some common workflows associated with managing the program, including qualifying a startup: -### Review application within [Startups Issue Board](https://gitlab.com/gitlab-com/marketing/developer-relations/startups-program/startups-program-support/-/boards) +### Review application within +- [Startups Issue Board](https://gitlab.com/gitlab-com/marketing/developer-relations/startups-program/startups-program-support/-/boards) Scenario: User did not submit complete application @@ -108,4 +109,4 @@ Then, in **Salesforce**: For more clarification regarding Startups sales process, please refer to this [highspot page](https://gitlab.highspot.com/items/6410e355fb9e0fe9d2823fcc?lfrm=irel.1#3) -If they do not qualify, send them the [Startups:: Rejection macro](/handbook/marketing/developer-relations/community-programs/community-program-applications/email-and-zendesk-macros/#startups-startups-rejection) and offer to connect them to sales via the [Sales handoff process](/handbook/marketing/developer-relations/community-programs/community-program-applications/#handoff-process-to-sales). \ No newline at end of file +If they do not qualify, send them the [Startups:: Rejection macro](/handbook/marketing/developer-relations/community-programs/community-program-applications/email-and-zendesk-macros/#startups-startups-rejection) and offer to connect them to sales via the [Sales handoff process](/handbook/marketing/developer-relations/community-programs/community-program-applications/#handoff-process-to-sales). -- GitLab From 1c6917ff149c447d8c45128df99ac276f8c59e2c Mon Sep 17 00:00:00 2001 From: Alex K <akarsten@gitlab.com> Date: Tue, 26 Nov 2024 17:36:36 +0000 Subject: [PATCH 3/3] Update startups-program-workflows.md --- .../community-programs-workflows/startups-program-workflows.md | 1 + 1 file changed, 1 insertion(+) diff --git a/content/handbook/marketing/developer-relations/community-programs/community-programs-workflows/startups-program-workflows.md b/content/handbook/marketing/developer-relations/community-programs/community-programs-workflows/startups-program-workflows.md index a0a57ce054f..599cff47678 100644 --- a/content/handbook/marketing/developer-relations/community-programs/community-programs-workflows/startups-program-workflows.md +++ b/content/handbook/marketing/developer-relations/community-programs/community-programs-workflows/startups-program-workflows.md @@ -50,6 +50,7 @@ When the promotion period ends, startups will have the option of becoming regula Here are some common workflows associated with managing the program, including qualifying a startup: ### Review application within + - [Startups Issue Board](https://gitlab.com/gitlab-com/marketing/developer-relations/startups-program/startups-program-support/-/boards) Scenario: User did not submit complete application -- GitLab