Marketing Partner Onboarding Checklist Template
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Marketing Partner Onboarding Checklist
Welcome to the Marketing Partner Onboarding Checklist for [Your Company Name]. This checklist serves as a comprehensive guide for onboarding marketing partners into our affiliate program. By following these steps, we ensure a smooth and efficient onboarding process that sets the stage for successful collaborations.
Task No. | Task Description | Responsible | Deadline | Status |
1 | Conduct Partner Assessment | Marketing | [month-day-year] | |
2 | Develop Partner Program Guidelines | Marketing | ||
3 | Set Partner Program Objectives | Marketing | ||
4 | Design Partner Marketing Collateral | Creative | ||
5 | Create Landing Pages for Partners | Web Team | ||
6 | Prepare Marketing Materials | Marketing | ||
7 | Develop Affiliate Tracking System | IT | ||
8 | Set Commission Structure and Payment Schedule | Finance | ||
9 | Legal Review and Contract Drafting | Legal | ||
10 | Create Partner Portal and Dashboard | IT | ||
11 | Prepare Welcome Kit for Partners | Marketing | ||
12 | Implement Partner Training Program | HR | ||
13 | Establish Communication Channels | Marketing | ||
14 | Launch Partner Recruitment Campaign | Marketing | ||
15 | Review and Approve Affiliate Applications | Marketing | ||
16 | Onboard Approved Partners | Marketing | ||
17 | Provide Partners with Marketing Materials | Marketing | ||
18 | Activate Tracking and Reporting Tools | IT | ||
19 | Conduct Initial Performance Review | Marketing | ||
20 | Continuous Partner Relationship Management | Marketing |
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