The My Partners section is your go-to hub for managing consultants associated with your software. It offers an easy and efficient way to update partner details, customize views, and track progress. You can make updates like changing partner status, tiers, type, manager, or featured status, either individually through a partner card or in bulk by selecting multiple partners.
The partner card provides an in-depth view of each partner, including:
Contact details and status for quick reference.
A comprehensive Overview with performance dashboards, onboarding progress, contract details, partner programs, client management, growth opportunities, software specializations, and activity logs.
Insights with detailed dashboards to analyze performance.
Users & Contracts to see users linked to the partner account.
Training & Certification showing assigned courses and progress.
Referrals & Deals tracking partner activity in referrals and deals.
Partners Acquisition
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 invitee list in ChannelBoost.
If an applicant is rejected, 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 invitations, it's helpful to pre-configure your templates. Please click here to learn more.
In the next part, let's talk about how ChannelBoost enables software providers to invite 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.
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 where you can register 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 Advisor is taken to a new 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 PRM and the Technical Advisors portal.
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Contracts
This page will display the statuses of all contracts you manage using ChannelBoost.