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.
Partners sign, get a welcome email, and never hear from anyone again. Without a structured plan, activation stalls and the partner writes you off.
Five milestones, tracked automatically inside Channelo.
Every channel team, but especially teams whose partner activation rate is under 40% in the first quarter after signature.
Yes. Onboarding journeys trigger reminders, training assignments and CS follow-ups automatically per partner.
Milestones trigger escalation to the channel manager so at-risk partners get a real conversation, not another automated email.
Yes. Referral, reseller, MSP and distributor onboarding paths can differ while sharing common milestones.
Time-to-first-deal, activation rate at day 90, and tier progression at day 180.
See how Channelo runs your entire partner program on one platform, on flat plan pricing and without months of rollout.