Onboarding for partner relationships

Onboarding plans designed to help you kick-off new business partner relationships.

Checklists for partner relationships

Partner Relationships

Channel partner onboarding

This checklist can easily by copied into your Onthen team and edited to suit your needs. Use it for onboarding any type of channel partner into your business, such as VARs, distributors, systems integrators, etc.

Complete form Upload documents Open URL Docusign Docusign / Sign template
Partner Relationships

API onboarding

This onboarding checklist can help you to onboard API users and developers into your developer program. It acts as a simple one-page portal where you can check the developer's readiness and educate them in one central place.

Open URL Docusign Docusign / Sign template Calendly Calendly / Book meeting
Partner Relationships

Manufacturing client onboarding

Use this checklist to onboard new partners into your manufacturing business. It covers all the complex steps involved, such as covering the legal side, through to gathering technical docs, and making sure everything is signed off at the correct stages.

Complete form Upload documents Open URL Docusign Docusign / Sign template
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Create a partner relationships onboarding

We'll do the hard work for you • Takes less than a minute

What task actions are used in partner relationships?

For onboarding checklists in the partner relationships category, there are some task actions that are often found in the onboarding templates we offer.

Docusign Docusign / Sign template Calendly Calendly / Book meeting Take photos Upload documents Complete form

Covers all the actions you'll need to take when onboarding channel or business partners, including signing documents, arranging meetings, verifying ID, and sharing educational links with your new partner.

Partner relationships onboarding that works

One shared page for you and your partner to start building a relationship.

Your branding

Simply upload a logo and choose a primary color, and we'll do the rest. Even the emails we send for you are branded.

Make your partner relationships onboarding seamless with the rest of your brand.

Syncs with HubSpot

We bridge the gap by syncing every partner relationships onboarding action back to your CRM timeline and custom fields. Works with contacts, deals, and tickets.

  • Manage onboarding with the App Card
  • Adds events to your timeline
  • Syncs uploaded files and photos

Chases up for you

We'll send automatic nudges for overdue tasks and a helpful weekly summary to keep everyone focused on what's left to do.

Generate your checklist

We'll do the hard work for you • Takes less than a minute

Frequently asked questions

Is there a learning curve for partners?

No, it's easy. Once you invite a new partner to onboard, they'll simply click a link through to a fully branded, straightforward onboarding page where they'll see the steps that need to be taken to set up as a partner.

What types of partners can I onboard?

Onthen supports all types of channel partners, including distributors, vendors, retailers, consultants, systems integrators, value-added resellers (VARs), OEMs, agencies, affiliates, and others.

From signed to started in minutes

The second a contract is signed, automatically launch a beautiful, branded workspace that guides your client through their onboarding.

Flawless execution, every time

Ensures every task gets done right, right on schedule.

Own the experience

We put your brand front and center of your onboarding page, emails, and everything else!

Create your onboarding now

We'll do the hard work for you • Takes less than a minute