New Referral Partner Onboarding Protocol

New Referral Partner Onboarding Protocol

Step

Task

Owner

Notes

Step 1

Intro'd via Email

Partner Manager

Step 2

Schedule intro call

Partner Manager

Step 3

Post-call follow-up - Loop in Rachel to share Partner Agreement and share company collateral & partner resources
- Overview
- Capabilities Deck
- nova Information & intro messaging

Partner Manager

Step 4

Add partner to Master Referral Partner Tracker

Partner Manager

*If an agency partner, add partner & criteria into Partner Recommendations Sheet

Step 5

Send Partner Agreement & Request ACH Form + W9

Partner Manager

Step 6

1. Add new Referral Partner in Salesforce (double check nova sync)
2. THEN add Referral Partner in nova Partners

Partner Manager

Step 7

File Signed Partner Agreement & Billing Info upon receipt
Add to partner tab in Master Referral Partner Spreadsheet
- Fill out & link contract in drive
- Hide tab until first deal
Add billing address into partner profile in nova
Check off "Contract", "W9", and Bank Info in Salesforce

Partner Manager

Step 9 (Ongoing)

Send commission payment email 2nd Monday of the month

Rachel

Step 10 (Ongoing)

Weekly updates on active opportunities on Wednesdays (as available)
Regular nurture cadence emails
Monthly/bi-monthly calls

Partner Manager