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New Affiliate Onboarding
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New Affiliate Onboarding

Run this checklist alongside each new affiliate submission to make sure you're onboarding partners who are the best fit for you.
1
Introduction:
2
Review:
3
Gather applicant's information
4
Conduct an interview with the applicant
5
Review applicant's profile
6
Approval:
7
Decide whether or not to approve the applicant
8
Let the new affiliate partner know they were successful
9
Let the applicant know they were unsuccessful
10
Add new affiliate to your affiliate management tool
11
Paperwork:
12
Come to agreement on partnership terms
13
Approval: Partnership terms
14
Send off and received back a signed copy of the document
15
Guidelines and resources:
16
Give instructions on how to identify as an affiliate
17
Provide them with everything they need to perform their role
18
Communicate logo and image usage guidelines
19
Announcements:
20
Promote new affiliate partnership
21
Sources:
22
Related checklists: