BD Leads can be identified in several ways:
Email domain of requestor is from an organization (e.g. womensmarchoakland.org) rather than a personal address (e.g. gmaill, yahoo, hotmail, etc).
Requestor is asking directly about a partnership, for example they are running an event and want a company to help with transportation.
Requestor is looking to book many buses for a particular event.
Ops Leads are typically:
Bus companies who want to work with us
Bus drivers who want to work with us
Information Provided-Ops
Parking options we can secure at venues
Driver information for pick-up (e.g. where we can/can’t stop at a mall or which curb to pull up to)
Press Inquiries are usually:
From someone with a publication or news channel in the domain of their email
Explicitly state they are a reporter and want to do a piece about Rally or an event we are servicing
Could also be anything related to marketing, seo, blog posts, etc
In all of the above cases, we have automation rules in Freshdesk to automatically update the appropriate slack channel when the Type on the ticket in Freshdesk is set to BD Lead, Operations Lead, Information Provided-Ops and Press Inquiry, respectively.
You need to first respond to the person who contacts us to let them know we have forwarded their information to the appropriate team internally. You also need to add an FD Note summarizing who the person is and what they called about. If they emailed, you can copy/paste the text of the email at your discretion. However, if they call, it’s imperative you provide context.
Then, when you resolve the ticket and set the type BD Lead, Operations Lead, Information Provided-Ops or Press Inquiry, slack notifications will automatically go out to the biz-dev, ops, and pr Slack channels, respectively. The recipient in Slack will not have access to FD and will need full context directly within the notification -- this is why the Note you write is so critical.