New Partnership Signup

    Steps to Sign Up a New Partnership

    1. Structuring the 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.

    2. Executing a Partnership Agreement Contract

    - 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 DocuSign

    3. Completing the New Partner Activation Form

    Complete New Partner Activation Form

    By completing this form, you will kickoff the new partner activation flow

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    4. Bringing in the Internal Support Team

    - 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.