Partner Onboarding
Overview
Kiflo helps your track the onboarding process for new partners. Customize partners' onboarding to fit your processes and quickly get an overview of new partners currently following the onboarding process you defined:
Define your onboarding process
You can describe your onboarding process using Onboarding pipelines. Create a different pipeline for each partner program if you work with different types of partners and onboard them in a different way.
Example:
- Create a "Reseller onboarding" for your resellers and defined the different stages of this process
- Create a "Solution provider onboarding" for your solution providers with different stages than your "Reseller onboarding"
One partner can be part of many onboarding pipelines at the same time if they are part of many programs for instance.
Then customize your pipelines by describing each stage and its associated actions (coming soon).
Automate your onboarding process
Coming soon!
You'll soon be able to define actions to be completed by partners (reading assets, signing contracts, providing a list of competencies, etc) during their onboarding. You'll be able to track the completion of actions and move partners automatically to the next stages.
Next steps
How to manage onboarding pipelines?
How to customize onboarding stages?