Partner Onboarding

A partner who lands in a portal full of everything on day one is overwhelmed and does nothing. Progressive onboarding starts them with the essentials and unlocks more, tabs, assets, and abilities, as they complete steps and qualify, so the portal grows with them.

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The problem it solves

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Impact

A partner who lands in a portal full of everything does nothing. Revealing it as they earn it is the difference between an overwhelmed signup and an activated partner.

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See it work

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How it works

Partner Onboarding is a way of designing the partner experience so it reveals itself over time. You do not expose the full portal to a brand-new partner. You start them with a focused first stage - the few things they need to get going - and let the rest unlock as they earn it. Finish onboarding tasks, pass a certification, reach a tier, or hit a CRM milestone, and new tabs, content, and abilities appear. This is built by combining what is already in Partners and the Portal. Dynamic segments decide who has reached each stage and update themselves as partner data changes. Portal experiences restrict tabs and sections to those segments, so a partner only sees what they have unlocked. Journeys give them the checklist that drives them forward, and tiers and certificates provide the milestones that flip the switch. The result is a partner who is never lost, always has a clear next step, and feels the program open up as they grow. Because everything keys off live segment membership, the unlocking is automatic. You design the path once; partners move through it on their own, and you spend your time on the ones who stall, not on manually granting access. Set your baseline once on your organisation default, then give each stage segment only what that stage earns. When a partner matches several stages, the most permissive one wins. Nothing they unlocked is taken away because they still match an earlier stage. Design the stages of your onboarding, define a dynamic segment for each, and gate the matching portal tabs, assets, and abilities to those segments. Partners start small, complete the steps in front of them, and watch the portal expand as they qualify, turning onboarding into a guided climb instead of a cliff.

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Run it from your AI assistant

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Going deeper

Works with