Steps to Sign Up a New Partnership
- Identify the goals and objectives of the partnership.
- Determine the roles and responsibilities of each partner.
- Discuss and agree on the partnership structure (e.g., commission, discount or other rev-share model).
- Establish a timeline for the partnership initiation and major milestones.
-Establish the marketing tactics that will be deployed by each party
- Outline the resource contributions from each partner.
- Create a draft using our partnership contract templates and share it with the partner for their feedback
-Once the contract is agreed to move forward with, send a copy of it in DocuSign following the steps below
How to send a partner contract for execution in DocuSignBy completing this form, you will kickoff the new partner activation flow
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- Schedule a kickoff meeting with the internal support team.
- Introduce the new partners and provide context about the partnership.
- Discuss the roles and responsibilities that the internal support team will take over.
- Set up regular check-ins to monitor the progress of the partnership.
- Ensure that all necessary training and resources are provided to the internal support team for a smooth transition.
By following these steps, you can effectively sign up a new partnership and ensure that all parties are aligned and prepared for a successful collaboration.