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Update how-we-work.md (#14284)
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contents/handbook/growth/sales/how-we-work.md

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## Roles
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We have three types of role:
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We have three types of roles:
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- Technical Account Executives - closing new business from [inbound](/handbook/growth/sales/inbound-sales) and [outbound](/handbook/growth/sales/outbound-sales) leads and expanding their usage of PostHog in the next 12 months
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- Technical Account Managers - [expansion](/handbook/growth/sales/expansion-and-retention) from existing customers, closing new business from [product-led leads](/handbook/growth/sales/product-led-sales)
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- COMING SOON: Business Development Reps, aka BDRs - generating leads for team new business
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3. Review deals (use this <PrivateLink url="https://posthog.lightning.force.com/lightning/r/Report/00OVx000003qcc9MAA/view">Salesforce view</PrivateLink>) for this quarter by Commit -> Best Case -> Pipeline
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- For "Commit", how could it possibly end up "closed lost?"
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- For "Best Case", how does it advance to "Commit" (or what's keeping it from doing so?)
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- For "Pipeline", 1-2 oops you're excited about or want to share with the group
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- For "Pipeline", 1-2 opps you're excited about or want to share with the group
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4. Outbound successes and failures
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> The objective of the meeting is to hold each other to account, provide direct feedback, and also support each other. It is a great place to ask for help from the team with thorny problems - you should not let your teammates fail.
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- For monthly customers, commission is only paid after all 3 invoices have been paid
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- Commission is still paid out quarterly even if the customer pays monthly
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- If we have to give a customer a big refund, we’ll deal with your commission on a case by case basis - in the future we may introduce a more formal clawback
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- Commission payments are made at the end of January, April, July, and October - at the end of each quarter, we'll monitor how many invoices actually get paid in the first two weeks of the next quarter. Fraser will send you an email that breaks down your commmission into the above 4 buckets and how you did.
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- Commission payments are made at the end of January, April, July, and October - at the end of each quarter, we'll monitor how many invoices actually get paid in the first two weeks of the next quarter. Fraser will send you an email that breaks down your commission into the above 4 buckets and how you did.
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- In your first 3 months, you'll be paid 100% OTE fixed.
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## How commission works - Technical Account Managers
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- To clarify, this means the first 2 invoices the customer has ever paid, ie. you still get commission from 'your' month 1 if you inherit a paying monthly customer
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- Commission is still paid out quarterly even if the customer pays monthly
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- If we have to give a customer a big refund, we’ll deal with your commission on a case by case basis - in the future we may introduce a more formal clawback
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- Commission payments are made at the end of January, April, July, and October - at the end of each quarter, we'll monitor how many invoices actually get paid in the first two weeks of the next quarter. Fraser will send you an email that breaks down your commmission into the above 4 buckets and how you did.
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- Commission payments are made at the end of January, April, July, and October - at the end of each quarter, we'll monitor how many invoices actually get paid in the first two weeks of the next quarter. Fraser will send you an email that breaks down your commission into the above 4 buckets and how you did.
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- In your first 3 months you are expected to retain your existing book and have closed at least one deal (either totally new or converting an existing customer to annual) - you'll be paid 100% OTE fixed.
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> Your quota and assigned customers are likely to change slightly from quarter to quarter. In any case, your quota will be amended appropriately (up or down) to account for any movement. We will also be flexible in making changes mid-quarter if it's obviously the sensible thing to do. If you inherit a new account, you have a 3 month grace period - if they churn in that initial period, they won't be counted against your quota.
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>
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> If you have customer you converted from monthly to annual under the old, non-usage-based commission plan, you won't _also_ get recognized for additional usage beyond their annual run rate in the first year - no double dipping!
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> If you have a customer you converted from monthly to annual under the old, non-usage-based commission plan, you won't _also_ get recognized for additional usage beyond their annual run rate in the first year - no double dipping!
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You can see how we are tracking on the [TAM Quota Tracker](https://us.posthog.com/project/2/dashboard/498582) dashboard.
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Sometimes an existing or potential customer may ask us to fix an issue or build new features. These can vary hugely in size and complexity. A few things to bear in mind:
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- Engineers at PostHog [talk to customers](/handbook/making-users-happy#engineers-talk-to-users-and-provide-support). It's much better to bring engineers onto calls to speak to large customer to talk to them directly than just do the call yourself and copy and paste notes back and forth. This is especially useful if a) the team was already considering building the feature at some point, b) it's an interesting new use case, or c) the customer is really unhappy for valid reasons and could churn.
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- Engineers at PostHog [talk to customers](/handbook/making-users-happy#engineers-talk-to-users-and-provide-support). It's much better to bring engineers onto calls to speak to a large customer to talk to them directly than just do the call yourself and copy and paste notes back and forth. This is especially useful if a) the team was already considering building the feature at some point, b) it's an interesting new use case, or c) the customer is really unhappy for valid reasons and could churn.
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- Provide as much internal context as you can. If a customer sends a one-liner in Slack, don't just copy and paste into a product team's channel - find out as much as you reasonably can first, ask clarifying questions up front etc. Otherwise the relevant team will just ask you to do this anyway.
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- We already have [principles](/handbook/how-we-make-money#principles-for-dealing-with-big-customers) for how we build for big customers - if you have a big customer with a niche use case that isn't applicable to anyone else, you should assume we won't build for them (don't be mad!)
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