1.
Schedule a Meeting
- Expectations Outlined
- Revenue Opportunities
- Discovery of needs – how we can serve you
- Explore potential Features/Benefits
2.
Execute Partner Agreement
- Welcome call to walkthrough tools and resources
- Establish Partner Portal Logins and Partner codes
- Assign Relationship Manager
3.
Execute Partner Agreement
- Welcome call to walkthrough tools and resources
- Establish Partner Portal Logins and Partner codes
- Assign Relationship Manager