Checklists

    CHANNEL PROGRAM CHECKLISTS.

    Short, opinionated checklists for the recurring work every channel team runs. Use them as-is or configure them directly inside Channelo.

    LAUNCH A NEW PARTNER PROGRAM

    • Define ICP for partner types (reseller, MSP, referral, distributor)
    • Set 3 tiers with objective criteria and published thresholds
    • Draft partner agreement (see agreement template)
    • Configure deal registration with sub-24h SLA
    • Set MDF budget and outcome criteria
    • Build partner portal, resources and enablement
    • Recruit first 10 anchor partners
    • Publish KPIs and reporting cadence

    PARTNER ONBOARDING (30-60-90)

    • Day 0: signed agreement, portal invite, welcome sequence
    • Day 7: kickoff call, product training, portal walkthrough
    • Day 30: first co-marketing activity, first deal registration
    • Day 60: first closed deal or MDF-funded activity
    • Day 90: quarterly business review, tier evaluation

    MDF PROGRAM HYGIENE

    • Every request tied to a measurable outcome
    • Approval SLA under 5 business days
    • Claims require ROI proof (pipeline, leads, deals)
    • Quarterly MDF ROI review by tier and partner
    • Audit trail retained for finance and compliance

    QUARTERLY CHANNEL CLOSE

    • Partner-sourced pipeline vs plan by tier
    • Partner-sourced closed revenue vs plan
    • Active partner ratio (partners with a deal this quarter)
    • Deal reg SLA compliance and conflict rate
    • Tier movement (promotions and demotions)
    • MDF spend vs outcomes
    See Templates