THE CHANNEL ADVISORS™ ONBOARDING PROCESS
WITH YOUR SUCCESS IN MIND
THE FIRST 30 DAYS
Establishing the framework
Client Onboarding & Information Gathering
Client Completes the New Customer Intake Form with The Channel Advisors™ to confirm we have all necessary company and channel program data
Assessments & Initial Strategy Development
Client and The Channel Advisors™ to perform individual and/or department assessments, with the client providing access and support as needed.
The Channel Advisors™ to lead the SWOT analysis review meetings, with the client’s team members providing insight and feedback.
The Channel Advisors™ to provide, “What is the Channel” training as needed to company departments.
Sales Motion Participation & Review
The Channel Advisors™ to participate in existing sales motions alongside the client, with the client arranging and leading meetings with the TSD’s and partners.
Client to share current sales and leadership meeting schedules and agendas with The Channel Advisors™ for better immersion and understanding.
Integration & The Channel Advisors ™ Education
The Channel Advisors™ introduce their team and begin a GAP Analysis, with the client provided historical performance data and access to key personal.
The Channel Advisors™ to start educating their team on the client’s products, with the client facilitating product training sessions.
DAYS 31-60
Developing the Roadmap
Analysis & Strategic Planning
The Channel Advisors™ to prioritize GAP Analysis items and develop an MVP for day 61 deployment, with the client providing ongoing feedback.
Together, both parties to develop a 90 day marketing game plan, with The Channel Advisors™ leading the planning and the client responsible for internal alignment and support.
Continuous Engagement & Feedback
The Channel Advisors™ continue active participation in client’s sales motions, ensuring a deeper integration into the client’s process.
Client to facilitate regular check-ins with The Channel Advisors™ to review progress and adjust strategies as necessary.
Days 61-90+
Implementation & Growth
Execution of Strategic Initiatives
The Channel Advisors™ and the client to collaborate on executing GAP Analysis action items, with both parties sharing responsibility for delivery.
Client and The Channel Advisors™ to execute the marketing plan, with client’s marketing team taking an active role in campaign execution as The Channel Advisors™ provides coaching and mentorship along the way.
Expansion & Strategic Alignment
The Channel Advisors™ to assist in partner outreach initiatives, with the clien't’s team providing support and establishing meaningful connections.
Together, both parties to schedule and attend TSD Meetings and refine partner engagement strategies.
Throughout the entire engagement, The Channel Advisors™ will work closely with the client to ensure that our collective expertise, encompassing the full spectrum of our team and network, is leveraged to support the clients strategic objectives. This paction plan will be the initial step towards a long-term, fruitful partnership aimed at propelling client into a position of strength within the channel ecosystem.
Long-term Business Planning
Client and The Channel Advisors™ to develop a structured 12-month business plan, ensuring that goals are aligned and responsibilities are clear.
The Channel Advisors to provide strategic guidance, while the client’s leadership team remains closely involved in the planning process.