Partner onboarding workflow for Tallyfy

Get new partners selling faster

Bringing on new partners shouldn't be a chaotic back-and-forth of emails and missed deadlines. This workflow guides you from first inquiry through signed agreement and one-month check-in so partners start generating revenue quickly.

14 steps

9 automations

Import into Tallyfy Preview steps

Professional Services onboarding

Run this workflow in Tallyfy

Import this template into Tallyfy and assign your partner team to application review and agreement tasks while looping in directors for signature approvals

Configure 9 automations to show rejection steps conditionally, set deadline rules for application review within 3 days, and use form fields to capture channel of inquiry and meeting notes

Track the entire 14-step partner journey in real-time through Tallyfy from initial screening to tool access setup to the 1-month check-in

Import this template into Tallyfy

Process steps

Determine channel of inquiry

1 days from previous step

task

Check how this inquiry came in and note the details below:
Prospect Name:
ï»¿{{prospect-name-1636605}}
Company Name:
ï»¿{{company-name-if-associated-with-1636606}}
Title:
ï»¿{{job-title-position-1636607}}

Form fields in this step

Channel of inquiry

Enter link to partner application form

Notes from inquiry

Send partner application form

1 days from previous step

task

Here is the latest version of the partner application form. Upload it to Google Drive and share access with the applicant.
Partner Application

OR

Use this as a template to send the application form to the partner:

Hi ï»¿{{prospect-name-1636605}}ï»¿,

Thank you for your interest in representing our company.

Please fill out the application form and tell us a bit more about your background:
ï»¿{{enter-link-to-partner-7643393}}ï»¿

We look forward to hearing from you.

Kind Regards,
Partner Discovery and Management

Form fields in this step

Insert link to filled-in application form

Review application

3 days from previous step

task

Review the partner application for this applicant:
Prospect Name:
{{prospect-name-1636605}}Company Name:
{{company-name-if-associated-with-1636606}}Title:
{{job-title-position-1636607}}Link to application:
ï»¿{{insert-link-to-filled-in-7643369}}ï»¿

Form fields in this step

Tentative meeting date and time

Points/questions to discuss in the meeting

Schedule meeting to determine fit for partnership

2 days from previous step

task

Meet with the applicant to see if they're a good fit for a partnership.

Form fields in this step

Date and time of the meeting

Enter Meeting Link

Approve application

2 days from previous step

task

Decide if this applicant is a good fit for a partnership.

Form fields in this step

Does this prospect fit the requirements?

Notes

Send email to prospect stating reasons for rejection

1 days from previous step

task

Dear ï»¿{{prospect-name-1636605}}ï»¿,

Thank you for your interest in partnering with us. After reviewing your application, we're sorry to let you know we're not able to move forward for the following reasons:
ï»¿{{notes-7643382}}ï»¿

We wish you all the best.

Kind Regards,
Partner Discovery and Management Team

Send partner agreement to partner

2 days from previous step

task

Here's the latest version of the partner agreement. Upload it to Google Drive and share access with the applicant.
Referral-Partner-Agreement-Template.docx

Form fields in this step

Upload link to partner agreement

Request approval on partner agreement

1 days from previous step

task

Please review and approve the partnership agreement below:
ï»¿{{upload-link-to-partner-agreement-7643384}}

Form fields in this step

Enter approval information

Notes

Review feedback and update agreement

2 days from previous step

task

Go through the partner's feedback below and update the agreement accordingly:
ï»¿{{notes-7643375}}

Link to agreement:
ï»¿{{upload-link-to-partner-agreement-7643384}}

Send agreement to partner for signature

3 days from previous step

task

Dear ï»¿{{prospect-name-1636605}}ï»¿,
Please review and sign the final version of the partner agreement:
ï»¿{{upload-link-to-partner-agreement-7643384}}ï»¿

Send signed agreeement to Director for signature

2 days from previous step

task

Send the signed agreement to the Director for counter-sign:
ï»¿{{upload-link-to-partner-agreement-7643384}}

Send introduction and reference material to partner

2 days from previous step

task

Introduce your new partner to how the company and product/service works. Send them all the reference materials so they can get up to speed on what makes the product/service stand out.

Form fields in this step

Checklist for task

Set up tool accesses for new partner

2 days from previous step

task

Get your new partner set up with the tools they'll need - including business management, marketing and communications, deal/accounting management, and receiving partner incentives.

Form fields in this step

Checklist for task

Complete 1 month check-in with partner

1 months from previous step

task

Do a 1-month check-in to see how your partner is doing. Cover their progress, any questions, concerns, or challenges they've hit, and figure out what actions you can take to help the partnership succeed.

Form fields in this step

Checklist

Notes