Partner Welcome Kit

Welcome letter

Dear [YOUR COMPANY] Partner,

Welcome to the [NAME OF PARTNER PROGRAM]! We are pleased to have you as a partner on our team and look forward to building a long-lasting and fruitful relationship.

Use this resource as a guide to help you get started. As you start your training and onboarding, here are a few key items to review:

● Familiarize yourself with our [NAME OF PARTNER PROGRAM] Partner Portal. You’ll find tools, education and resources to help ramp up quickly.

● All [YOUR COMPANY] deals must be registered through the Partner Portal.● [YOUR COMPANY] certification requirements can be completed through our partner

training program located within the portal.● Your CAM is [INSERT NAME HERE]. The best way to contact them is [ENTER PHONE

NUMBER AND/OR EMAIL HERE] Reach out to your CAM if any questions arise.

We look forward to reaching new heights by collaborating with you and your team.

Sincerely,The [YOUR COMPANY] Partnership Team

<YOUR COMPANY LOGO>

Partner Welcome Kit

Getting Started as a Partner

1. Register for Partner Portal Accessa. Sign up for our Partner Portal at [URL FOR PORTAL ACCESS]b. The [YOUR COMPANY] Partner Portal is available to you 24/7 learning,

marketing, selling, and supporting [YOUR COMPANY].c. The portal is a gateway to the latest information about [YOUR COMPANY]

partner program, products, and related support and solutions.2. Get Certified

a. Certified partners sell more [YOUR COMPANY]!b. To learn how to get certified, click on the “Certification” tab on the Partner Portal

home page.

About the Partner Portal

Partners who join the [YOUR COMPANY] Partner Portal will receive immediate access to new resources and features to help attract more prospects and increase their awareness of [YOUR COMPANY].

The [YOUR COMPANY] Partner Portal is designed to enable partners by providing resources for marketing, partner enablement, customer-facing resources, certification, and deal registration.

Please leverage this gateway to [YOUR COMPANY’S] programs and extended support, including the latest information about products and related solutions. Partners will gain access to specialized marketing templates built and customized to suit any organization.

Log in on [YOUR COMPANY PARTNER PORTAL WEBSITE ADDRESS]

<Screenshot of portal login from website>

<YOUR COMPANY LOGO>

Partner Welcome Kit

Portal Features

Currently the Partner Portal has 6 key containers:● Marketing Tools● Prospect Resources● Deal Registration● Certification● Partner Enablement

The Portal Dashboard links to the sales enablement and marketing collateral that will help you get up to speed on [YOUR COMPANY] — and strengthen your competitive advantage.

<Screenshot of portal dashboard that partner will expect to see>

<YOUR COMPANY LOGO>

Partner Welcome Kit

Marketing Tools

You can find a wide variety of marketing tools, collateral, and resources to help you build and promote [YOUR COMPANY] strategy. In the Marketing tab, you will find options for logos, co-branded collateral, event information, and messaging.

<Screenshot of marketing page that partners will expect to see>

<YOUR COMPANY LOGO>

Partner Welcome Kit

Prospect Resources

Partners have access to the same collateral and presentations for prospect use that the [YOUR COMPANY] internal team uses with prospects and current customers. A large list of documents and assets can be accessed to build a compelling presentation for your prospects(shown below).

<YOUR COMPANY LOGO>

Partner Welcome Kit

Deal Registration

<Explain stipulations for registering deals. Be sure to include guidelines for compensation process for deal registration.>

Requests to register new deals are approved within <ENTER TIME> days.

Deal Registration Requirements:● The opportunity must be generated by partner activity.● The partner must conduct pre-sales activities.● Validated opportunity size.● Registration entered via the [YOUR COMPANY] Partner Portal.● The opportunity must close within <ENTER TIME> days or be approved for an

extension.● Primary contact at the opportunity must be identified, and pre-sales and sales contact at

your company must be identified.

Deal Registration Guidelines:● Deal Registration is available for upgrades, expansions, and renewals of existing

accounts.

Deal Registration Approvals:● Your leads, deal registrations, and opportunities are visible to you via the Partner Portal.

<YOUR COMPANY LOGO>

Partner Welcome Kit

Submitting a Purchase Order and Meeting Proof:In order to meet sell-through requirements you must:

● Obtain your purchase order number● Provide special instruction if necessary (e.g. co-term, required license key’s delivery

date).

<Screenshot of sample deal reg form>

<YOUR COMPANY LOGO>