Strategic: Sr. Account Executive closed deal and stays on account for growth and renewal.
Large: Sr. Account Executive closed deal and stays on account for growth and renewal.
Mid-Market: Account Executive closes deal and transfers to Account Manager to handle renewals and growth. The Account Manager records the Previous Account Owner on the Opportunity Team in any deals while the account is in the New Customer period within the first 12 months including the first annual renewal.
SMB: Web Portal with Sales Admin oversight.
Customer On-boarding Checklist
Welcome! — Welcome the customer aboard GitLab, introduce yourself and your purpose within the company and how you will support them throughout the relationship with the business and what they can expect from you. Provide the introduction to support and how to obtain support "For enterprise, Enterprise Edition receives next business day support via e-mail. Please submit your support request through the support web form.
Personal introduction — (2-5 days) Create a task in Salesforce to conduct a personal introduction to your new account contacts. This should be quick and informal phone call, this is not an opportunity for discovery but an outreach for you to build rapport and open lines for communication.
Installation follow-up — (7-10 days) Create a task in Salesforce to follow-up on the installation, was it successful did they have encounter any issues, were the issues self resolved by using documentation or was the help of support required. This time is a good opportunity to share with the customer the vision of GitLab "Idea to Production" YouTube video.
Education — (20-30 days) Create a task in Salesforce for product education. Remind your customer that our releases are on the 22nd of each month per our Direction. Depending on your timing of this correspondence you may inform them of any major enhancements that have been released or are about to be released.
Check-in — (90 days) Create a task in salesforce for check-in with customer. Ask if the customer has any outstanding issues. Do they have any feature requests? This is also an opportunity to identify if there has been any changes in the organization, or an opportunity for further user adoption for their goals. For a status check, also identify that key decision makers and license contacts are still current.
Outlook — (6 months) Same as 90 day Check-in task, additionally discuss what the customer roadmap and outlook looks like for the next 6 months. What can we expect in terms of growth, what does the customer expect in terms of our product and offerings.
Renewal/Expansion — (10 months) Check in with the customer and let them know they are soon due for renewal. Are there any changes to who is responsible for the renewal or otherwise? Good time to ask about their team growth to see if they need more seats. Good time to educate and develop need for GitLab Products.
Renewal — (11 months) Check in with the customer if they have not yet renewed, if there are any blockers to renewal or any changes to expect.
Renewal — (12 months) Follow up with the customer, if we have lost their renewal discover the reasons why we did not succeed and if any changes can be made or improved. If they have moved to another solution, which and why?
When there is a new assigned account/customer to engage, start with the Checklist by sending a formal request for an informal introduction. Prior to this, become familiar with information about the customer's role within the company, how GitLab brings value to their organization, and any feedback or outstanding issues they may currently have.
Ensure that your contact records are populated with as much information as possible for data integrity. It is important to gather details and verify accuracy as early as possible. Utilize previous correspondence or additional resources such as LinkedIn for your core data.
Note, it may be important to record the salutation of a contact/lead from APAC, where possible it should be identified.
Additionally schedule out the following for the account onboarding:
Create a 'task' in salesforce to follow up 30 days from the last point contact. Consider asking how they felt a issue is being handled or how it was resolved, did they have any feedback on the latest release or feature? Did they have a feature request?
Create a 'task' in salesforce to follow up on 60 days for Discovery.
Consider creating other tasks as interactions and events occur with the particular account.
So, you got a response! Now what?
Create an entry in the Feedback section of Salesforce at any time input is received on an account.
Request the GitLab ID for your customer and create a new issue where necessary. In the CE Issue Tracker apply the customer or customer+ (if qualified) label. The same labels are also in the EE Issue Tracker.
If there is good business justification for an existing issue, you can advocate on behalf of the customer.
If the customer has a support query, log a Zendesk ticket on their behalf for the Support team to address.
Continue with the Checklist, and follow any other interaction that may arise.
Unsuccessful Customer Engagement
You've sent your customer introduction and they do not reply. To reduce chances for unsuccessful engagement and the overall onboarding, exhaust other outreach beyond a personal introduction by deploying some of the product focused tasks below.
Send a 'Keep in Touch' request in Salesforce or through Outreach.
Create or use templates in salesforce (access via: my settings > email > email templates > customer success folder) to educate customers about Geo, File Lock and latest releases or blog posts.
Check the non-responsive customer's license version, let them know the benefits of the latest release from the blog.
Tip, use HTML format for your emails - Salesforce will let you know if your recipient has read your email.
Using Cases in Salesforce
As mentioned in the Sales Handbook, there are multiple email addresses that will create a Case record in Salesforce.
New Business Inquiries
There might be inquiries received through cases within SFDC assigned from the BDR Queue but preferred inbound channel is through the Contact Us form
Existing Customer Inquiries
ar@: this email is the "From" address for invoices, refunds, and other financial transactions sent to customers.
renewals@: this email address is the "From" address for renewal notifications from Zuora.
ar@: these inquiries will continue to be managed by the Finance team. An AE/AM may get involved when the Case is escalated. They are created in Salesforce simply for visibility.
renewals@: these inquiries will be assigned to the current Account Owner. If there is no current AE or if the account was closed via the web portal and owned by Sales Admin, then James will manage all inquiries for NCSA-West, Peter for NCSA-East, Julie for all APAC regions, while Timo will handle customers located in EMEA.
The following are the different types of renewal notifications from Zuora. Renewal notifications are sent from firstname.lastname@example.org and will create a Case upon response.
Manual Renewals: For subscriptions where Auto-Renewal is FALSE, a renewal notification is sent 60, 30, 7, and 1 day before the subscription expiration date.
Automatic Renewals: For subscriptions where Auto-Renewal is TRUE, a renewal notification is sent 30 days before the subscription expiration date.
Types of Inquiries and How to Handle Them
Request to Renew
Direct the customer to the web portal to renew their subscription OR
The AM or AE manually creates a renewal quote via Z-Quotes to be sent via email.
Request to Add Users or Product
Direct the customer to the web portal to add seats/products their subscription OR
The AM or AE manually creates an upsell quote via Z-Quotes to be sent via email.
Update Billing Information
Reassign the Case to GitLab AP and they will update Zuora with the new information.
Request for Refund or Erroneous Subscription Created
Assignee responds to customer inquiry and creates an opportunity in Salesforce.
The Opportunity should be the original name of the opportunity with "- REFUND" appended to the end.
The amount must be negative. For example, if the refund or credit is a charge of 390.00, then the refund amount must be -390.00 for ($390.00).
Enter notes in the Description field on the opportunity as to why the customer is requesting a refund/credit.
Submit the opportunity for approval.
The approval will go to Finance and Sales Operations, and once approved, Finance will refund/credit the account in Zuora.
Finance will inform the AM, who will then relay to the customer that the refund/credit has been processed.
Request to Combine Multiple Subscriptions or Accounts
Assignee responds and works with Francis or Wilson to resolve (inform both).
Unable to access account via web portal
Assignee responds and works with Ruben to resolve.