Partner Onboarding

Determine how this inquiry was submitted by: Prospect Name: {{prospect-name-1636605}} Company Name: {{company-name-if-associated-with-1636606}} Title: {{job-title-position-1636607}}

Following is the latest version of partner application form. Please upload it to Google Drive and share access to the form with the applicant. Partner Application OR Use this as a template to send application form to partner: Hi {{prospect-name-1636605}}, Thank you for your interest in representing our company. Kindly fill the application form and provide us more details on your background: {{enter-link-to-partner-7643393}} We look forward to hearing from you. Kind Regards, Partner Discovery and Management

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

Meet with the applicant to determine fit for partnership

Determine if this applicant is a good fit for partnership.

Dear {{prospect-name-1636605}}, Thank you for your interest in partnering with us. After careful review of your application, we are sorry to let you know that we are not able to accept your application request for the following reasons: {{notes-7643382}} We wish you best in your future endeavours. Kind Regards, Partner Discovery and Management Team

Following is the latest version of partner agreement. Please upload it to Google Drive and share access to the form with the applicant. Referral-Partner-Agreement-Template.docx

Kindly review and approve the following partnership agreement: {{upload-link-to-partner-agreement-7643384}}

Review feedback from partner below and update the partner agreement here: {{notes-7643375}} Link to agreement: {{upload-link-to-partner-agreement-7643384}}

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

Send agreement to Director for counter-sign: {{upload-link-to-partner-agreement-7643384}}

This step will introduce the new partner to the company's, product's/service's working. Please forward all reference materials to help partner educate about the competitive advantages of the product/service.

This step will help set partners up to tools they would require for business management, marketing and communications, deal/accounting management, receiving partner incentives etc.

Conduct a 1 month feedback task to gauge partner's progress, queries, concerns, challenges faced and take necessary actions to make this partnership a successful association .