Build your partner onboarding tracker.
Connect partner agreements, training and technical prerequisites to activation review.
How to build your partner onboarding tracker
Describe the job
Connect partner agreements, training and technical prerequisites to activation review.
Review the first version
Connect partner agreements, training and technical prerequisites to activation review.
Refine the views
Ask First to adjust the fields and views for the people who will use the app.
Test before sharing
Walk through the process with a sample record and check who owns the next action.
A partner onboarding tracker example
A partner completes training but has not supplied an approved contact for support.
Partner onboarding tracker example
- Record
- Partner onboarding tracker · 01
- Owner
- Partner manager
Current stage · Partner manager
Open the partner
A partner completes training but has not supplied an approved contact for support.
Read the full walkthrough
Open the partner
A partner completes training but has not supplied an approved contact for support.
- Record:
- Partner onboarding tracker · 01
- Owner:
- Partner manager
Review the activation status
Keep training completion separate from activation until the outstanding contact is confirmed.
- Stage:
- Review pending
- Owner:
- Channel reviewer
Leave activation pending
Leave activation pending while a required onboarding task remains incomplete.
- Next action:
- Leave activation pending while a required onboarding task remains incomplete.
- Owner:
- Partner operations coordinator
What to include in your partner onboarding tracker
Collect the onboarding prerequisites
Keep the agreement reference, required training and approved support contact with the partner’s setup record.
Find the incomplete requirement
Training can be finished while a technical prerequisite or contact approval is still outstanding. Show the exact item preventing activation.
Assign an activation decision
Give the responsible partner manager a readiness review rather than marking a partner active because one task was completed.
Match your onboarding checklist
Choose the required agreement, enablement material, technical checks and contact details for the kind of partnership you offer.
Keep commercial activity separate
Onboarding coordinates prerequisites. Referral attribution, commission adjustments and payout reviews belong in an affiliate workflow after participation begins.
Questions about partner onboarding tracker
Only if that is the complete activation rule you intentionally choose. The example keeps activation pending while the approved support contact is missing.