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Update ADR responsibilities.md
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Linking doc for Account Development Representative responsibilities and rituals from the handbook.
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Drew-P-drawers authored Feb 17, 2025
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Expand Up @@ -22,6 +22,7 @@ This handbook page details processes specific to working [with](#contact-us) and
## Responsibilities

The Demand department is directly responsible for achieving revenue pipeline targets, increasing awareness and interest in the open-source project, and nurturing the Fleet community through participation in video, sponsored events, and other [programs](https://fleetdm.com/handbook/company/communications#programs).
For responsibilities and rituals directly responsible by an Account Development Representative (ADR), follow [this outline](https://docs.google.com/document/d/1gdjvqE8KGUC1fSWMWgNz8kn_R2i_MBg9ZxNrpnI4zGY/edit?tab=t.0).


### Refresh event calendar
Expand Down Expand Up @@ -77,7 +78,7 @@ Follow these steps to research an account and move it toward sales-readiness **a
- "Psychological stage"
- "intent signals"
3. If you any reason that the account organization wouldn't benefit from a relationship with Fleet, change the "Type" to "Distraction" stop here. If you haven't disqualified the account at this point, update the "Marketing stage" to "Research-ready".
After an account is marked "[Research-ready](https://fleetdm.lightning.force.com/lightning/r/Report/00OUG000001LerV2AS/view?queryScope=userFolders)".
After an account is marked "[Research-ready](https://fleetdm.lightning.force.com/lightning/r/Report/00OUG000001LerV2AS/view?queryScope=userFolders)":

1. Research missing contacts and add them to salesforce if they are real by using the [ABM maneuvers spreadsheet](https://docs.google.com/spreadsheets/d/1ijtBKTjPg_AodnKEZY0ivia70ttDR3VMURT8rpYwYiw/edit?gid=0#gid=0) to generate a Sales Nav search. Make sure they have "role", "buying situation", "linkedinUrl", "psychological stage", "intent signals" completely filled out and correct.
2. For "Contact source" for any new contacts, use "Manual research".
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