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.
TABLE OF CONTENTS
- Signing up for Coachbar
- Dashboard
- Brand Setup
- Directory
- Incentives
- Leads & Deals
- Integrations
- My Partners
- Automation
- LMS
- 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 is equipped with an easily navigable interface that consolidates crucial metrics, data visualizations, and tools in a singular location. Its streamlined, modular design enables users to promptly access and comprehend real-time data, thereby facilitating efficient decision-making. Customizable widgets present vital KPIs, charts, and notifications, offering the option to delve into specific datasets or workflows. The dashboard exhibits responsiveness, ensuring a seamless experience across all devices, and seamlessly integrates with other systems, providing a comprehensive overview 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 technical advisors, 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 Technical Advisors 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, Technical Advisors will be able to find the necessary software provider easily.
You can begin by naming the program and selecting the type of partner, along with their benefits.
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Note: You can define up to 10 partner programs.
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You can now select the industries associated with the partners you work with. If the industry you are looking for isn't available, you can request it to be added, and our team will get this done ASAP.
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Note: You can select up 20 partner industries.
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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 Technical Advisors to access information about the ecosystem and find experts who can help them navigate it.
When creating a system grid, your software is added as the main core software by default.
You can create a grid of compatible software and publish it on Coachbar's directory.
Personas
This section allows you to create your ideal target partner (partner personas) and ideal customer profile (customer personas). Creating an ideal customer and partner profile can help you attract relevant leads for your business.
Click on "Add Persona" and you will be able to fill in the required details. We have categorized business details as shown below. These are different for Partner and Customer persona.
Partner:
Company Revenue
Service Category
Tenure
System Grid
Company Size
Industry
Compatibility
Profile Completion
Country
Customer:
Project Budget
Service Category
Waiting Time
Company Revenue
Project Duration
System Grid
Current Applications Stack
Industry
Country
Company Size
Deployment
Based on the categories that determine your compatibility, you can drag and position them as needed.
Directory
A content management system to create your site on Coachbar's directory showcasing your capabilities and partners to the client. Click here.
Incentives
Manage your partner payments using ChannelBoost.
Click here.
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. Click here.
Integrations
Currently, we offer integration with HubSpot to synchronize your leads and deals. We plan to add more integrations soon. Click here.
My Partners
My Applications
All partners who use the Partner Application form to sign up as Technical Advisors 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.
Note: To simplify the process of responding to partner applications or recruitment requests, it's helpful to pre-configure your templates. Please click here to learn more.
Recruitment
In this module, we have added a feature that enables software providers to recruit Technical Advisors to join Coachbar's Technical Advisors portal and propose cooperation. When a Technical Advisor receives an invitation to join, they can sign up using the provided link. Upon joining, the Technical Advisor 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 Technical Advisor 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 Technical Advisor, 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 Technical Advisors is taken to a new Technical Advisor portal.
After accessing the profile, the "My Providers" module displays an "Invitations" section where Technical Advisors can view all software providers who have invited them to collaborate. Multiple software providers can invite the same Technical Advisors for collaboration.
The Technical Advisor 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 ChannelBoost and the Technical Advisors portal.
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Automation
KB article in progress.
LMS
The Learning Management System (LMS) is a valuable tool for sharing software materials and content with partners. Please click here for more info
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.
Use one of the sections above to create a template for different scenarios.
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.