After the SOW has been successfully delivered and completed, the customer will need to sign a Project sign off document. This should be sent by the PM or Project Coordinator. To send a Project Sign off document:
Dear [signer], Attached you will find the project sign off documentation for your GitLab Professional Services Statement of Work. Please sign the document and return at your earliest convenience. You may reply all with the word “accepted” and that will be accepted approval as well. If you have any questions, please feel free to reach out to me know. Thank you, [your signature]
Once you receive the Project Sign off, via signed document or email acceptance, or passive acceptance, you'll need to mark the SOW/PSE object in Salesforce as complete (see steps below), send survey email with survey link (see steps below), and complete the financial-wrapup workflow. SalesForce steps:
Hello [customer POC],
Thank you for your business!
Gitlab takes our customer's success very seriously. Professional Services strives to provide a first class experience for our engagements. We would love to hear your feedback on our recent services engagement with you.
Please click on the link below to provide us your feedback. The survey should only take 5 minutes to complete. Thank you for your consideration. https://gitlab.fra1.qualtrics.com/jfe/form/SV_bIQbxSZByYe5y0l
Should you have any questions or concerns, please do not hesitate to contact me directly. If you are not the correct contact to complete the survey, please reply to this email with an updated contact.
Best regards, [your signature]