Template: Partner Onboarding

    FROM SIGNED AGREEMENT TO FIRST DEAL IN 90 DAYS.

    Most partners who do not close a deal in the first 90 days never will. This template gives you the 30-60-90 plan that moves a partner from signature to first revenue.

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    A working partner onboarding template runs on a 30-60-90 day rhythm: Day 0 signed agreement and portal invite, Day 7 kickoff and training, Day 30 first co-marketing activity and first deal registration, Day 60 first closed deal or MDF-funded activity, Day 90 quarterly business review and tier evaluation.

    WHY MOST PARTNERS GO DARK

    Partners sign, get a welcome email, and never hear from anyone again. Without a structured plan, activation stalls and the partner writes you off.

    • No kickoff scheduled within the first week
    • No training path tied to first deal criteria
    • No milestone at 30/60/90 to check activation
    • No QBR at 90 days to decide re-engagement or tier

    TEMPLATE MILESTONES

    Five milestones, tracked automatically inside Channelo.

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

    WHO SHOULD USE THIS

    Every channel team, but especially teams whose partner activation rate is under 40% in the first quarter after signature.

    EXPLORE RELATED CAPABILITIES

    FAQ

    QUESTIONS, ANSWERED.

    Does Channelo automate the 30-60-90 plan?

    Yes. Onboarding journeys trigger reminders, training assignments and CS follow-ups automatically per partner.

    What if a partner falls behind?

    Milestones trigger escalation to the channel manager so at-risk partners get a real conversation, not another automated email.

    Can we customize by partner type?

    Yes. Referral, reseller, MSP and distributor onboarding paths can differ while sharing common milestones.

    How do we measure onboarding success?

    Time-to-first-deal, activation rate at day 90, and tier progression at day 180.

    ENTERPRISE-GRADE CHANNEL TOOLS.
    ACCESSIBLE PRICE.

    See how Channelo runs your entire partner program on one platform, without per-seat pricing and without months of rollout.