Create a clear "Secure & Protect PM Call Prep Work" document
In order to make sure that the relevant questions have been asked and a customer call is worth a PMs time we should establish a prep work document we require before we are scheduled into a call.
DRAFT: https://docs.google.com/document/d/1XhPLbjUNssL85SG-ASyys9ZOrnaJ3mUlYfFeLcUID_s/edit#
We can also link/provide resources in the document for those who may be new and not be aware;
- our latest deck
- when to use PMM
- recorded online demos, strategy meetings, etc
- direction pages
- user docs
We may even want to record a (quarterly?) train the AM/Sales person with our default deck?
Do we have a good place to put a FAQ?
Edited by Nicole Schwartz