The Blueprint for Active Partners
Recruiting partners is easy; getting them to actually sell is hard. The #1 reason partnerships fail is a lack of guidance. A new affiliate or reseller signs up, logs into your portal, gets overwhelmed, and leaves.
This Partner Onboarding Checklist Builder helps you create a repeatable, professional process. By defining exactly what needs to happen in the first days of the relationship, you remove friction and reduce your "Time to Revenue."
Standardize
Stop sending random emails. Create a single source of truth for documents, links, and requirements.
Accelerate
A clear checklist helps partners self-onboard, letting them reach their first commission check faster.
Professionalize
A structured onboarding doc makes you look like a serious vendor that is easy to do business with.
What to Include in Your Checklist
While every program is different, a robust partner onboarding plan usually covers these three critical areas:
- Phase 1: AdminThe "Housekeeping". Get the contract signed, the W-9 collected, and the payment method connected. Do this first so you don't have to chase them later when money is owed.
- Phase 2: EnablementThe "Download". Give them everything they need to sell: Logos, Product One-Pagers, Competitor Battle Cards, and their unique tracking links.
- Phase 3: ActivationThe "First Win". Don't leave them hanging. Prescribe a specific first action, like "Post this announcement on LinkedIn" or "Add our link to your Resources page."