Marketing Partner Onboarding Checklist
Welcome to the Marketing Partner Onboarding Checklist for [Your Company Name]. This checklist serves as a comprehensive guide for onboarding marketing partners into our affiliate program. By following these steps, we ensure a smooth and efficient onboarding process that sets the stage for successful collaborations.
Task No. | Task Description | Responsible | Deadline | Status |
1 | Conduct Partner Assessment | Marketing | [month-day-year] | |
2 | Develop Partner Program Guidelines | Marketing | | |
3 | Set Partner Program Objectives | Marketing | | |
4 | Design Partner Marketing Collateral | Creative | | |
5 | Create Landing Pages for Partners | Web Team | | |
6 | Prepare Marketing Materials | Marketing | | |
7 | Develop Affiliate Tracking System | IT | | |
8 | Set Commission Structure and Payment Schedule | Finance | | |
9 | Legal Review and Contract Drafting | Legal | | |
10 | Create Partner Portal and Dashboard | IT | | |
11 | Prepare Welcome Kit for Partners | Marketing | | |
12 | Implement Partner Training Program | HR | | |
13 | Establish Communication Channels | Marketing | | |
14 | Launch Partner Recruitment Campaign | Marketing | | |
15 | Review and Approve Affiliate Applications | Marketing | | |
16 | Onboard Approved Partners | Marketing | | |
17 | Provide Partners with Marketing Materials | Marketing | | |
18 | Activate Tracking and Reporting Tools | IT | | |
19 | Conduct Initial Performance Review | Marketing | | |
20 | Continuous Partner Relationship Management | Marketing | | |
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