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Template: Checklist

Partner onboarding checklist template

A 90-day checklist from portal access to a first registered opportunity.

Partner onboarding checklistWEEK ONE ACCESSSALES AND TECHNICAL ENABLEMENTFIRST TARGET ACCOUNT30, 60 AND 90 DAY CHECKPOINTS
How the checklist is laid out

What is inside

  • Week one access
  • Sales and technical enablement
  • First target account
  • 30, 60 and 90 day checkpoints

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