Onboarding is a critical factor in partner engagement and channel success. By providing a structured path to progress, you can guide your partners to the content and actions that will make your relationship mutually profitable. You can communicate what is expected and how they can meet those expectations.
An onboarding plan is a staged path that requires partners to complete specific tasks or steps before they can progress to the next stage. To encourage partners to maintain momentum, it is common to provide additional benefits for later stages.
You can create multiple onboarding plans to support the needs of different partners; for example, you could create regional or industry-specific plans that would deliver relevant content to specific partner groups. The most common use of onboarding plans is to help new partners acclimatize to your channel ecosystem. However, you can also use onboarding plans to provide special support to distinct partner groups.
Unifyr provides the option to translate your Onboarding Plan into multiple languages. For more information, see Translate an Onboarding Plan.
Like all other elements in your Unifyr implementation, your partner onboarding efforts should be closely aligned with your channel program objectives. You should aim to deliver an onboarding program that incrementally builds the partner's confidence and abilities to generate new business. Onboarding programs are highly adaptable and can incorporate a variety of activities on- and off-system. You can incorporate training and content resources as well as activities that the partner can take to demonstrate their engagement.
Before You Begin
Work with your Unifyr team to define your corporate success plan, if you haven't already. The success plan contains your goals and will help to guide the Onboarding Plan for partners.
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