Partner onboarding workflow for Tallyfy

Get new partners selling faster

Bringing on new partners shouldn't be a chaotic back-and-forth of emails and missed deadlines. This workflow guides you from first inquiry through signed agreement and one-month check-in so partners start generating revenue quickly.

14 steps

9 automations

Import into Tallyfy Preview steps

Professional Services onboarding

Run this workflow in Tallyfy

Import this template into Tallyfy and assign your partner team to application review and agreement tasks while looping in directors for signature approvals

Configure 9 automations to show rejection steps conditionally, set deadline rules for application review within 3 days, and use form fields to capture channel of inquiry and meeting notes

Track the entire 14-step partner journey in real-time through Tallyfy from initial screening to tool access setup to the 1-month check-in

Import this template into Tallyfy

Process steps

Determine channel of inquiry

1 days from previous step

task

Determine how this inquiry was submitted by: Prospect Name: {{prospect-name-1636605}} Company Name: {{company-name-if-associated-with-1636606}} Title: {{job-title-position-1636607}}

Form fields in this step

Channel of inquiry

Enter link to partner application form

Notes from inquiry

Send partner application form

1 days from previous step

task

Following is the latest version of partner application form. Please upload it to Google Drive and share access to the form with the applicant. Partner Application OR Use this as a template to send application form to partner: Hi {{prospect-name-1636605}}, Thank you for your interest in representing our company. Kindly fill the application form and provide us more details on your background: {{enter-link-to-partner-7643393}} We look forward to hearing from you. Kind Regards, Partner Discovery and Management

Form fields in this step

Insert link to filled-in application form

Review application

3 days from previous step

task

Please review partner application for the following applicant: Prospect Name: {{prospect-name-1636605}} Company Name: {{company-name-if-associated-with-1636606}} Title: {{job-title-position-1636607}} Link to application: {{insert-link-to-filled-in-7643369}}

Form fields in this step

Tentative meeting date and time

Points/questions to discuss in the meeting

Schedule meeting to determine fit for partnership

2 days from previous step

task

Meet with the applicant to determine fit for partnership

Form fields in this step

Date and time of the meeting

Enter Meeting Link

Approve application

2 days from previous step

task

Determine if this applicant is a good fit for partnership.

Form fields in this step

Does this prospect fit the requirements?

Notes

Send email to prospect stating reasons for rejection

1 days from previous step

task

Dear {{prospect-name-1636605}}, Thank you for your interest in partnering with us. After careful review of your application, we are sorry to let you know that we are not able to accept your application request for the following reasons: {{notes-7643382}} We wish you best in your future endeavours. Kind Regards, Partner Discovery and Management Team

Send partner agreement to partner

2 days from previous step

task

Following is the latest version of partner agreement. Please upload it to Google Drive and share access to the form with the applicant. Referral-Partner-Agreement-Template.docx

Form fields in this step

Upload link to partner agreement

Request approval on partner agreement

1 days from previous step

task

Kindly review and approve the following partnership agreement: {{upload-link-to-partner-agreement-7643384}}

Form fields in this step

Enter approval information

Notes

Review feedback and update agreement

2 days from previous step

task

Review feedback from partner below and update the partner agreement here: {{notes-7643375}} Link to agreement: {{upload-link-to-partner-agreement-7643384}}

Send agreement to partner for signature

3 days from previous step

task

Dear {{prospect-name-1636605}}, Please review the final version of partner agreement: {{upload-link-to-partner-agreement-7643384}}

Send signed agreeement to Director for signature

2 days from previous step

task

Send agreement to Director for counter-sign: {{upload-link-to-partner-agreement-7643384}}

Send introduction and reference material to partner

2 days from previous step

task

This step will introduce the new partner to the company's, product's/service's working. Please forward all reference materials to help partner educate about the competitive advantages of the product/service.

Form fields in this step

Checklist for task

Set up tool accesses for new partner

2 days from previous step

task

This step will help set partners up to tools they would require for business management, marketing and communications, deal/accounting management, receiving partner incentives etc.

Form fields in this step

Checklist for task

Complete 1 month check-in with partner

1 months from previous step

task

Conduct a 1 month feedback task to gauge partner's progress, queries, concerns, challenges faced and take necessary actions to make this partnership a successful association .

Form fields in this step

Checklist

Notes