Some suppliers will provide you with a guided onboarding plan. The plan is designed to help you in your journey as a partner. The plan will communicate what is expected and how you can meet those expectations.
A plan is made up of a set of tasks to be completed. They may be guides to setting up or using the portal, training-oriented, or a way to help with contract compliance, to monitor activity, or to start running campaigns or registering leads/deals. The tasks will automatically be marked as complete when the work is completed. Once the tasks are completed you should be ready to work in the portal.
Your onboarding plan will be closely aligned with your supplier's channel program objectives.
Note
Your supplier can guide you to the location of your onboarding plan.
Your onboarding plan displays the tasks that need to be completed, and may confirm the preferred timeframe for completion. For example, your supplier may have different tasks that they'd like you to complete in your first 30 days, 60 days and 90 days of participation in their program.
In this example of an onboarding plan, the supplier has provided three tasks for the partner to complete in their first 30 days in the program - download a piece of collateral, and register their first lead and deal. They've provided links to the pages in the portal in which the partner can carry out the activities.
When a task is complete, it's marked with a check in the plan. There's also a running total of how many tasks from each stage have been accomplished.
Completion is recognized in two ways, depending on the type of task:
- Activities carried out in the partner portal, for example Review Company Profile or Register a Deal - the task is automatically marked with a checkmark when it's been completed.
- Activities external to the portal, for example Meet with your PAM - the supplier marks the task as complete once they've verified it's been done.
The supplier also has a record of how the partner is advancing through all the activities in their onboarding plan.
If your supplier moves you to a new onboarding plan, any tasks in the plan that you've previously completed will still be checked off in the new plan.