Partner onboarding is the process of educating and training a new partner in your partnership program to be able to perform the duties required of their participation. Partner onboarding occurs after the partner has formally agreed to join the program and the terms of the partnership have been defined and agreed upon. It can be run differently from program to program, but generally incudes education on the vendor's product and the partnership platform and technology.
The goal of onboarding is to prepare a partner for activation. Onboarding should provide a partner with all required knowledge to fulfill their end of the agreement, which may include (but isn't limited to) marketing the vendor's product, referring leads, selling the vendor's product, or advertising affiliate links. Onboarding may include certification courses so the partner can prove their knowledge of the product and platform is sufficient before proceeding with marketing or sales activities.
Example: ItelCo agreed to a referral partnership with Panner. The first step after signing the referral agreement was to be onboarded. ItelCo took courses and completed certifications, learning about Panner and their referral process as they went. By the time they finished, they were ready to start sending leads!
A partner newsletter is an email newsletter regularly sent to your partners. Content may vary, but partner newsletters usually include some combination of relevant updates, product news, content, info about partner-focused events, and any other partner-centric information a vendor wants to convey to their ecosystem.
Partner newsletters are often sent bi-weekly or monthly, but cadence may vary. We recommend creating a partner newsletter as a way to keep partners engaged and in the loop of what's happening with the program.
Example: Chase wanted to shout out a webinar her partners would be interested in, so she included it in her monthly partner newsletter.
A common job title for those responsible for building partner relationships in service of hitting company sales targets. They may or may not manage a team.
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