Introducing the Coachbar's ChannelBoost! A powerful program designed to turbocharge your software business’s growth. In a crowded digital marketplace, finding and retaining customers can be a daunting task, but we’ve got you covered. Our innovative program combines data-driven strategies, targeted marketing campaigns, and expert guidance to connect you with your ideal customers. With ChannelBoost, you can unlock new markets, increase your customer base, and boost revenue, all while focusing on what you do best: building exceptional software. Let us handle the customer hunt, so you can concentrate on delivering remarkable solutions. Success is just a click away with ChannelBoost.
TABLE OF CONTENTS
- Signing up for Coachbar
- Dashboard
- Brand Setup
- Directory
- Incentives
- Leads & Deals
- Integrations
- My Partners
- Settings
Signing up for Coachbar
If you're new to Coachbar, you can explore its features by signing up for a free plan. You won't be charged anything, and there's no need to provide credit card information during the trial period.
Here is how you sign up for a free plan
Sign up for Coachbar using Google or a business email.
Fill in the needed details.
Check your mailbox for an OTP.
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Note: The email used to sign up will serve as the portal's owner and be used for billing.
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Dashboard
The dashboard provides an intuitive, user-friendly interface designed to centralize key metrics, data visualizations, and tools in one place. Its clean, modular design allows users to quickly access and interpret real-time data, enabling efficient decision-making. Customizable widgets display essential KPIs, charts, and notifications, with options for deep dives into specific datasets or workflows. The dashboard is responsive, ensuring a seamless experience across all devices, and integrates smoothly with other systems, offering a cohesive view of operations, performance, and trends at a glance.
Brand Setup
Configuring your brand is an essential task for businesses of all sizes and industries. A carefully crafted profile can be a valuable marketing tool and communication asset, providing numerous benefits. Ensuring that the information is accurate will improve your business profile and contribute to its growth. It will also help your business stand out among other software providers and consultants, positively impacting its growth.
Partner programs
A partner program is a structured approach to collaborating with third-party companies to promote, sell, and/or distribute your product or service to new audiences. To assist software consultants in finding a software provider to partner with, it is essential to explicitly display the benefits of participating in a partner program. Therefore, by including descriptions and benefits of partner programs in ChannelBoost, software consultants will be able to find the necessary software provider easily.
System Grids
System grids are software ecosystems where providers can offer their software to work together with other software within the same ecosystem. These grids enable software consultants to access information about the ecosystem and find experts who can help them navigate it. System grids are displayed in the Coachbar directory for software providers.
Personas
This section allows you to create your ideal target partner (partner personas) and ideal customer profile (customer personas).
Directory
A content management system to create your site on Coachbar's directory showcasing your capabilities and partners to the client. Click here for more information.
Incentives
Manage your partner payments using ChannelBoost.
Please click here for more information.
Leads & Deals
This section allows you to manually manage your pipeline leads, which can be converted into deals when they are ready to move into your software.
For information on leads and deals management, click here.
Integrations
Currently, we offer integration with HubSpot to synchronize your leads and deals. We plan to add more integrations soon. Please click here for more information on HubSpot integration.
My Partners
My Applications
All partners who use the Partner Application form to sign up as consultants for your software will be listed on this page.
You can view more details of this partner by clicking anywhere on the entry.
Once you have gathered enough information about an applicant, you can either accept or reject them. To accept, click on the accept icon and a pop-up window will appear. Here, you will need to select the type of partner, compose an email message, and include the necessary details. Once you hit send, the message will be sent to the relevant partner. The partner you accepted will then be added to the recruitment list in ChannelBoost.
In case of rejecting an applicant, a pop-up will appear where you can add an internal note and optionally notify the partner.
Recruitment
In this module, we have added a feature that enables software providers to recruit software consultants to join Coachbar's consultant portal and propose cooperation. When a software consultant receives an invitation to join, they can sign up using the provided link. Upon joining, the software consultant is assigned a guest subscription plan on Coachbar.
Below is a filled example.
Fill in the relevant partner program and other fields, then click save. The status will show as "Sent" after the invite is sent. You can make use of the "Insert Parameter" option to automatically generate certain values within your paragraph. Please ensure to include the "inviteUrl" parameter in the message.
The software consultant will then receive an email where they can click and accept the invite. They will be led to a page to register yourself and sign in.
When registering, they can choose to sign up as an individual or business. You can also register as a software consultant, accountant/bookkeeper (AB), or both.
Fill in the necessary details and create an account. Enter the OTP sent to your email box and hit the Verify button.
Once all the above steps are done, the SC is taken to a new software consultant portal.
After accessing the profile, the "My Providers" module displays an "Invitations" section where software consultants can view all software providers who have invited them to collaborate. Multiple software providers can invite the same consultant for collaboration.
The consultant can now accept or reject the collaboration invitation by clicking the action image.
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Note: The status of the invite will be shown on both the software provider portal and the software consultant portal.
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Settings
Account Settings
Account Setup
Use this section to input your company details required for operation. Utilize the media and video gallery sections to showcase the services you provide and demonstrate your skills.
Domain Setup
Add your company's email domain to personalize emails with partners.
Once you add in your domain, proceed further by clicking the button. Next, please follow the instructions shown to set up your DNS records accordingly. (Check with your IT administrator)
Partner Settings
Configure partner types and categories for easy identification.
Partner Status: What is the proficiency level of the partner? Is the partner a beginner, intermediate, or expert?
Partner Tiers: The tier indicates the preference/value you have for a specific partner. This is also used when displayed in the partner directory listing.
Partner Groups (Optional): If there is a need for further subcategories for partner types, partner groups can be utilized.
Partner Type: Are they a reseller, implementation partner, referral partner, or something else?
Provider Products: If you offer multiple software options, please list them here
Partner Profile: This page enables you to set the criteria for potential partners to join you. It essentially determines the compatibility of a partner and the requirements to be listed in your directory.
Click on "Add requirements" to get started with adding and posting.
Organization Settings
Users and roles
Click the "Invite users" button, enter first name, last name, email, and assign a role.
Options to resend or delete an invitation are available. These actions can be done in bulk as well.
You can also filter by status and role.
If an invitation isn't accepted within 48 hours, it will expire. You can resend the invite by clicking the "message" icon.
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Note: Only the owner and admin users can invite others to the system, including new owners. Only an owner can delete another owner.
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Notifications
To activate notifications for specific actions performed in the system, you can enable notifications for various events and program its action by clicking the pencil icon. You have the option to choose between receiving notifications internally (bell icon) or through email. To customize the notification message, you can use the available parameters. This will help you write a suitable notification message accordingly.
Template Settings
To simplify the process of responding to partner applications or recruitment requests, it's helpful to pre-configure your templates. This will allow you to quickly select from a series of pre-written responses when notifying partners of their acceptance or rejection via email.
Lead Settings
Customize the data input for when entering leads to your portal. Changes made here are reflected in the leads section when you hit the "Submit New Lead" button.
If you need further assistance, please contact our dedicated customer support team at support@coachbar.io, who will assist you with anything else you need. We take pride in providing exceptional service experiences, and our commitment to client satisfaction is at the heart of everything we do.