"You don't build a business, you build people, and then people build the business." – Zig Ziglar
📖 Read: What is part of the Onboarding stage?
The Onboarding stage sets the tone for your partnerships, ensuring new partners are well-equipped to represent and sell your product or service. Learn how to create a comprehensive onboarding plan, provide the necessary resources, and establish open communication channels to set your partners up for success from the very beginning.
The onboarding stage is crucial for a successful partnership. It involves introducing partners to your company, products, and culture, while providing them with necessary training and resources. Timely and efficient onboarding is key, aiming for partners to achieve their first success within 60-90 days. A solid onboarding ensures long-term engagement, commitment, and growth.
Create a comprehensive onboarding plan with clear objectives, expectations, and timelines
Plan training sessions: Product knowledge, sales training, and technical education
Define the goal for first success (sales, product launch, …)
Assign a dedicated onboarding specialist to guide partners through the process and build trust
Establish open communication channels to address questions and concerns during onboarding
Plan partnership kickoff event (in-person or online)
Introduce the team, including executive sponsors and operational teams
Present objectives and activities as agreed in the MoU
Provide product & operations training (if required)
Provide sales training (if required)
Provision of marketing materials, sales playbooks, and technical documentation
Give access to the partner portal, CRM, and other necessary tools
Anything missing? Please reach out and let us know.