B2B Partnerships
Partner Onboarding That Gets Partners Selling Fast
We build the onboarding path that takes a partner from signed agreement to first deal — training, materials, systems access, all in one sequence they can actually follow.
- 01Partners sign but never complete onboarding
- 02Materials exist but nobody walks partners through them
- 03No clear point where a partner is ready to sell
A signed partner who never onboards properly is the same as no partner at all. Most onboarding is a PDF and a portal login sent once, never followed up, and the partner drifts back to selling what they already know.
We design an onboarding sequence a partner can actually complete: what to learn first, what materials they need, when to check in, when they're ready for their first deal. The goal is a partner selling within weeks, not a partner who signed once and went quiet.
- Partner onboarding sequence and milestone checklist
- Training and certification materials
- Systems access and deal registration setup
- 30/60/90-day check-in cadence
- Onboarding completion dashboard
- Partners sign then go quiet because nobody walked them through the first deal
- You have training materials but no sequence that gets used
- You're scaling partner recruitment and need onboarding that doesn't depend on one person
What we build and run
- Design the onboarding sequence, step by step, with milestones
- Build training content and a simple certification checkpoint
- Set up systems access, deal registration and support channels
- Run the first live deal alongside the partner
- Set a 30/60/90-day check-in cadence
- Track onboarding completion and flag stalled partners
From kickoff to a running sales system in 30 days.
- Week 1–2
Design the onboarding sequence and training content
- Week 3–4
Run onboarding with the first partner cohort
- Week 5–8
Support first live deals, refine the sequence
- After
You run onboarding for new partners; we tune or hand off fully
