Free Marketing Partner Onboarding Checklist Template
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 |
