Welcome to ChannelBoost! This platform is designed for software consultants (partners) in connecting with leading software providers and clients. This guide provides instructions for setting up a ChannelBoost account to maximize the platform's features and benefits.

Signing up for ChannelBoost

New users can explore ChannelBoost features by signing up for a free plan. No charges will be applied, and credit card information is not required during the trial period. 

Steps to Sign up for a Free Plan

Sign up for ChannelBoost using Google or a business email.

Complete the required details to create an account. The options selected will determine the available features and setup steps. 

For example:

• Business accounts allow multiple users to be added.
• Software Consultant accounts require only five profile setup stages. Tabs such as Affiliation, Awards, and Partner Status are unavailable, as they are more relevant to Accounting and Bookkeeper accounts.

Note:

• Selecting “An Individual” restricts the account to a single user, with no option to invite additional users. The registering user will be the sole partner.
• Selecting “A Business” allows multiple users or partners to be added without limitations.

Check your mailbox for an OTP to verify the account.

Claiming a profile

After entering the correct OTP and selecting “Next”:

• The system conducts a keyword search in the ChannelBoost database to find companies matching the entered name. 
• If a company profile exists in the database, a list of relevant search results appears, allowing users to select and claim the appropriate profile.
• If no relevant profile appears in the search results, an option allows the manual creation of a profile on an empty setup page.

Note: When signing up with a business email, a pop-up will request the company name, triggering the same search process. 

No Profile to Claim

If no profile is available to claim, an additional screenshot should be attached to select the base currency. Note that currency selection is irreversible. 

Dashboard

The dashboard is a central hub for tracking partner activity, mainly Finance and Performance. It provides a real-time overview of the number of deals and referrals initiated by a partner, along with their statuses—won, closed, or lost. This visibility allows partners to track their contribution and engagement effectively. Additionally, since partners can collaborate with multiple providers, the dashboard consolidates relevant data across all provider interactions. A dedicated dashboard within the partner portal enables partners to monitor their performance and engagement with different providers to enhance usability and insight, ensuring transparency and informed decision-making.

Referrals & Deals

This facilitates the partnership process between software providers and their partners by streamlining lead management and deal conversion. The objective is to allow partners to submit leads (referrals) to connected software providers, who can accept or reject them based on relevance. Once received, these leads progress through the provider’s sales pipeline and, if successful, can be converted into deals. Partners can assign owners, track the lead’s progress, and manage commissions upon deal closure. This process ensures seamless collaboration, efficient lead tracking, and mutually beneficial partnerships between providers and their partners. 

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Incentives

The incentives feature in the partner portal is designed to motivate partners by showcasing their eligibility for rewards based on performance metrics. Under the rewards tab, partners can view details of their achievements, earned incentives, and potential rewards for increased business contributions. By clearly outlining the criteria for earning rewards, this feature encourages partners to drive more business opportunities and strengthen their relationships with providers. This structured incentive model boosts partner engagement and promotes sustained collaboration and business growth.

Campaigns

Campaigns in the Partner Portal are marketing initiatives launched by software providers to engage partners in promoting their products or services. The objective is to enable partners to apply for relevant campaigns, generate custom affiliate links, and track their performance through clicks and rewards. Partners can access campaign details, monitor real-time statistics, and optimize their efforts to maximize earnings, typically based on a cost-per-click (CPC) model. The system also offers features like link testing, performance dashboards, and future enhancements such as automated link generation and fraud detection, all to ensure efficient and transparent collaboration between providers and partners. 

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LMS 

The LMS (Learning Management system) in the partner portal is seamlessly integrated with the provider portal, enabling providers to create and offer courses to partners. This platform ensures that partners have access to essential training resources, allowing them to enhance their knowledge and skills. Partners can log in to the LMS to complete courses designed by providers, while providers can track their engagement and progress. This data is reflected in the provider portal’s engagement dashboard, offering insights into partner participation. This integration enhances partner education, streamlines knowledge sharing, and improves business performance by fostering continuous learning.

Profile setup

The Profile Setup is designed to help advisors and businesses establish a comprehensive and professional presence within the platform. To facilitate effective collaboration with software providers, it accurately captures all essential information, such as company details, services, specializations, client profiles, and system grids. Users enhance their visibility and credibility by completing each section, including mandatory details like company information, services offered, and areas of specialization. The setup also allows for customizing service offerings, pricing models, and client engagement strategies while supporting additional features for accountants and bookkeepers. Ultimately, Profile Setup aims to streamline onboarding, showcase expertise, and foster strategic partnerships, ensuring seamless collaboration between advisors, software providers, and small to medium-sized businesses (SMBs). 

Click here for more information on completing your ChannelBoost profile setup.

My Providers

The My Providers section is a centralized hub for managing collaborations with software providers. It allows Technical Advisors to view invitations from multiple providers and track the status of each invitation. Upon receiving an invite, advisors can register as individuals, businesses, or in specific roles like accountant/ bookkeeper (AB) or technical adviser. Once registered, advisors can accept or reject collaboration requests directly from the Invitations section. The platform also streamlines onboarding, efficiently tracking contracts and managing partnerships through the ChannelBoost PRM system. This section facilitates seamless collaboration between software providers and advisors, ensuring clear communication and streamlined partnership management. 

My Subscription

This feature allows users to manage their subscription plans efficiently. Users can view all available plans by clicking the “Upgrade Plan” button, each offering a set number of credits for purchasing ChannelBoost services and leads. Additional credits can be purchased if needed. Once a plan is selected, users complete the subscription through a secure payment process and receive a confirmation email. After subscribing, users follow the “Pathway to Success” roadmap, using half their credits to define their goals with ChannelBoost. The platform also offers a Buy Now, Pay Later option, allowing new subscriptions to delay payment for up to 365 days while still accessing services immediately. This feature streamlines subscription management and helps users maximize their service benefits effectively. 

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ChannelBoost Services

The company offers a wide range of services tailored to meet clients' unique needs, with new services continually added over time. Assistance is available for marketing, SEO, case studies, and more. The service process is straightforward—begin by browsing the ChannelBoost services page to explore detailed information on each service, including pricing. Once a suitable service is identified, click the "Buy Now" button to initiate the purchase process.

Settings

ChannelBoost Partner Portal Settings provides a structured framework for managing providers, users, notifications, and referrals. Businesses can configure their control access through Users & Roles and stay informed with Notification Settings for referrals, deals, and contracts. Provider Settings classify providers by status and type, while Template Settings streamline communication with predefined emails. Referral Settings allow customization of workflows, rejection reasons, and data collection through Referral Custom Forms. With these flexible tools, ChannelsBoost ensures efficient partner collaboration and a seamless referral and deal management process. 

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If you need further assistance, please contact our dedicated customer support team at support@coachbar.io, who will assist you with anything else. We take pride in providing exceptional service experiences, and our commitment to client satisfaction is at the heart of everything we do.