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Coachbar PRM Brand Setup

Visit the Getting Started Guide for overall information on setting up your Coachbar account.


Company profile


Creating a company profile 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.


We have designed the brand setup page in a way that is easy to setup and move to each required step. Please make sure all the below steps are complete in order to move to the next. The ones in bold are mandatory.


Basic Information:


  • Name (100 characters)
  • Website
  • Phone number
  • Founded in (Year)
  • About company: This section should provide a succinct overview of the organization, encompassing its mission and core values, a brief history highlighting key milestones, the team and leadership, a clear description of its products or services, notable achievements, customer focus, and a glimpse into its future vision, all while maintaining a tone and style consistent with the company's brand identity and engaging the reader's interest.
  • Whom We Are Looking For - The type of partners you are seeking.
  • LinkedIn profile link
  • X (Previously Twitter) Profile Link
  • Logo: Max image size 200KB. Multiple images cannot be uploaded at a time
  • Company web banner: Max image size 200KB. Multiple images cannot be uploaded at a time (Sample logo and company web banner shown below)


Company location


Add the countries you are operating from, or simply check the worldwide toggle to say you operate globally.



Video gallery


Add videos to showcase your skills. You can add URLs from any video hosting website, as long as the link is public.



Media Gallery


Add any images of the services you provide here if needed. Max image size 200KB.


Web listings

Add links to where your company has been listed.


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Partner programs


You can begin by naming the program and selecting the type of partner, along with their benefits.



______________________________________________________________________________________________________

Note: You can define up to 10 partner programs.

______________________________________________________________________________________________________


You can now select the industries associated with the partners you work with.



______________________________________________________________________________________________________

Note: You can select up 20 partner industries.

______________________________________________________________________________________________________

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System Grids


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.


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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.


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If you need further assistance, please contact our dedicated customer support team at [email protected], 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.

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