Onboarding · Live demo
Partner and reseller onboarding
Walks newly signed partners and resellers through their onboarding checklist, answers program questions and books their enablement session.
Talk to Ruby at Quaywise
Quaywise is made up. Ruby is a real agent, set up the way we would set one up for you. Talk or type and ask what a client would ask. Bookings are pretend, so try anything.
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The problem
New partners sign the agreement keen to sell, then stall on paperwork, certification and portal access. The partner manager answers the same program questions for every firm, and the first registered deal takes months.
How it works
- Checks each partner's onboarding record: agreement, tax form, certification and portal access
- Tells the partner exactly what's left before they can register a deal
- Answers program questions on margins, deal registration and certification from the partner guide
- Books the 60 minute enablement session with the partner manager
- Passes commercial terms and exceptions to the partner manager with a summary
What it connects to
- CalebHi, we signed the reseller agreement last week. What do we still need to do before we can register our first deal?
- AgentWelcome to the program, Caleb. Ridgeway Advisory has two steps left: we haven't received your W-9 yet, and you need one certified consultant. Ana Ruiz has finished 4 of the 6 certification modules.
- CalebGood. What's the margin on resale, and how long is a registered deal protected?
- AgentResellers get 20% off list price in the first year and 10% on renewals, and a registered deal is protected for 90 days. Anything outside that is agreed with Leah Brennan, our partner manager.
- CalebMakes sense. When can we do the enablement session?
- AgentLeah has Wednesday at 9am or Thursday at 1pm Central for the 60 minute session. If Ana finishes her modules and the W-9 is in before then, you could register a deal that week. Which time suits?
Illustrative conversation. Names, numbers and details are made up.
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