Partner recruitment, onboarding and management
From the first application to a fully onboarded partner, every step happens on your branded portal, and every partner has one record your whole team shares.
Prospective partners apply through a public form on your branded sign-up page. Your staff review applications in a queue and approve or decline them. Approving one creates the partner record.
A controlled front door for the program, with no spreadsheets or emailed forms.
Every partner has a profile with company details, contacts, tier, location and status. Add partners by hand, search and filter the list, and see everything about a partner on one page.
One trusted record per partner, shared by sales, marketing and finance.
Define levels such as Bronze, Silver, Gold and Platinum. Limit content, courses and benefits to a tier and above.
Reward the partners who do more, and show everyone else what the next level unlocks.
Create named sets of partners, such as a region, a specialty or a cohort, and use them to decide who sees which content, courses, price books and events.
Target the right material to the right partners without managing it partner by partner.
Build onboarding flows from steps: accept an agreement, complete profile fields, earn a certification, register a first deal. Apply a flow to all partners, a tier or a group. Steps complete on their own when the partner does the real thing, and an onboarding report shows who is stuck.
New partners become productive faster, and managers see where onboarding stalls.
Upload your partner terms. Partners accept them before using the portal, and again whenever you publish a new version. Uploaded files are scanned for malware before they go live.
A clear, recorded agreement with every partner, kept current without chasing signatures.
Keep a book of end-customer accounts and decide which partners may work each one. Deals registered by partners link to these accounts.
A single view of the customers the program sells to, and clarity on who may sell to them.
Invite your own team members, and let partner administrators invite their own colleagues, each with a role.
The right people have access, and each company manages its own users.
Authorized staff can open the partner portal as a chosen partner or contact sees it, for a limited time. Every action taken that way is recorded under the staff member’s own name.
Support teams see exactly what a partner sees, without asking for screenshots or passwords.
Each step completes on its own when the partner does the real thing.
Book a demo and we’ll walk you through partner management in the admin and partner portals.
