Article | April 15, 2019

Why It's Crucial To Get Your Partner Onboarding Process Just Right

Source: Allbound

By Scott Miraglia

Your partners are the bread and butter of your business, but getting them to choose you in the first place can be a major source of frustration for some companies. More often than not, your partners are snowed under with options from other vendors, which means it’s up to you to stand out and show them why they should go with you over anyone else.

This is where your onboarding process can really make a difference. It’s the perfect time to show new partners the value they can get from you and highlight why they should stick around.

What is Partner Onboarding?

Partner onboarding is the process of signing up new partners with your company. It’s not just getting them to sign a form though, it’s about solidifying early engagement, initiating training, and helping them get the most out of working with you.

It might start with a simple workflow that notifies the channel manager of a new application. From there, it can spider out into sending contracts, providing useful resources, and offering personalized training.

Because it’s the first contact new partners will have with you, it’s one of the most important steps in a channel-partner relationship. This very first phase is all about making a good initial impression – and remember, first impressions are everything in the business world.

If your onboarding process doesn’t live up to partner expectations or partners have a confusing or frustrating time, your relationship will start off on the wrong foot.