Tech/Platform Partner Onboarding

Tech/Platform Partner Onboarding

Step

Task

Owner

Notes

Step 1

Intro Call

Partner Manager

Step 2

Loop in Rachel to share Mutual NDA

Partner Manager

Step 3

Add Company as referral partner in SF

Partner Manager

Step 4

Set up slack channel & add partner
Account Mapping Spreadsheet

Partner Manager

Add resources to tab in Account mapping spreadsheet (Copy/paste the following)
​
=IMPORTRANGE("https://docs.google.com/spreadsheets/d/16Pnz1B1E2_CZSO7psvgkkZPskEskngy9HMBNQ-eSNXQ/edit?usp=sharing","A1:Z1000"

Step 5

Schedule recurring monthly calls

Partner Manager

Step 6 (ongoing)

Create & Share Partnership Roadmap Doc

Partner Manager

Step 7 (ongoing)

Reccuring slack + opportunity updates

Partner Manager

Step 8

Get first 2 deals (Power/Preffered Partner Status)

Partner Manager

Step 9 (ongoing)

Recurring Monthly Calls -
- Partnership Roadmap Review
- Client/Account Mapping (Referrals)
- Co-Marketing & Event Planning
- Company/Services Updates

Partner Manager