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Partner engagement

Partner engagement

The process of keeping partners active participants in your program, whether that means driving traffic or submitting leads and deals, the goal is to encourage partners to continually drive value through your program.

Also see: Partner activation

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Partner

It’s helpful to understand partners as a part of how a company can choose to scale. The standard way a company does this is to hire talent internally, growing its go to market teams. Alternatively, a company can look to partners, third party entities, to grow its reach, similar to your sales and marketing team without increasing headcount. These partners can be individuals, consultants, or companies. There are many different kinds of partners each of whom provide different types of values, including affiliate partners, referral partners, and reseller partners.

Also see: Affiliate partner, Referral partner, Reseller partner, Technology partnerships, Strategic partnerships

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Partner onboarding

Verb

[part-nur on-bord-ing]

Partner onboarding is the process of educating and training a new partner in your partnership program to be able to perform the duties required of their participation. Partner onboarding occurs after the partner has formally agreed to join the program and the terms of the partnership have been defined and agreed upon. It can be run differently from program to program, but generally incudes education on the vendor's product and the partnership platform and technology.

The goal of onboarding is to prepare a partner for activation. Onboarding should provide a partner with all required knowledge to fulfill their end of the agreement, which may include (but isn't limited to) marketing the vendor's product, referring leads, selling the vendor's product, or advertising affiliate links. Onboarding may include certification courses so the partner can prove their knowledge of the product and platform is sufficient before proceeding with marketing or sales activities.

Example: ItelCo agreed to a referral partnership with Panner. The first step after signing the referral agreement was to be onboarded. ItelCo took courses and completed certifications, learning about Panner and their referral process as they went. By the time they finished, they were ready to start sending leads!

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