Checklists for Partner Onboarding
Streamline the process of onboarding channel partners, resellers, and integration partners onto your platform. Ensure partners can effectively use, demonstrate, and sell your product with minimal hand-holding from your team.
The Challenge
Partner onboarding is typically handled through live training sessions and static partner portals. This approach doesn't scale, leads to inconsistent partner knowledge, and creates a long ramp-up period before partners can effectively represent your product.
The Transformation
Before
Each new partner requires hours of live training sessions with your team. Partners ramp up slowly, often misrepresent the product, and your channel program doesn't scale because onboarding is a bottleneck.
After
Partners onboard themselves through guided in-app experiences, achieve certification independently, and start generating revenue faster. Your team scales the partner program without proportionally scaling training resources.
How to Implement Checklists for Partner Onboarding
Build a self-service partner onboarding path
Create a structured onboarding flow that partners can complete independently, covering account setup, product familiarization, and certification.
Provide role-specific training tracks
Design separate training paths for partner sales reps, technical implementers, and support staff so each role learns what they need.
Include certification checkpoints
Add quizzes and practical exercises that verify partners have achieved sufficient product knowledge before they engage with customers.
Keep partners updated on product changes
Use in-app announcements and change management guides to keep partners current as your product evolves.
Monitor partner engagement and readiness
Track which partners have completed onboarding, their certification status, and their ongoing engagement with training materials.
Key Metrics to Measure
Partner onboarding completion rate
Time from partner signup to first customer deal
Partner certification pass rate
Partner-sourced revenue
Frequently Asked Questions
Can I create mandatory certification requirements for partners?
Yes. You can build required training flows with verification steps that partners must complete before accessing certain capabilities or being listed as a certified partner.
How do I keep training current as the product changes?
When you update your product, update the corresponding partner training guides simultaneously. Use version-aware targeting to show updated training only to partners who completed the previous version.
Can different partner tiers see different training content?
Absolutely. You can segment partners by tier, region, or specialization and deliver tailored training experiences that match their partnership level and focus area.
Other Features for Partner Onboarding
Product Tours
Product Tours for Partner Onboarding
Announcements
Announcements for Partner Onboarding
Feedback Widgets
Feedback Widgets for Partner Onboarding
Smart Tips
Smart Tips for Partner Onboarding
Tool Tips
Tool Tips for Partner Onboarding
Roadmaps
Roadmaps for Partner Onboarding
NPS Widgets
NPS Widgets for Partner Onboarding
Micro Surveys
Micro Surveys for Partner Onboarding
Changelogs
Changelogs for Partner Onboarding
Checklists for Other Use Cases
Employee Training
Checklists for Employee Training
Trial-to-Paid Conversion
Checklists for Trial-to-Paid Conversion
Feature Adoption
Checklists for Feature Adoption
Customer Onboarding
Checklists for Customer Onboarding
Self-Service Support
Checklists for Self-Service Support
Change Management
Checklists for Change Management
Compliance Training
Checklists for Compliance Training
User Activation
Checklists for User Activation