{"id":11335,"date":"2017-06-09T12:58:40","date_gmt":"2017-06-09T12:58:40","guid":{"rendered":"https:\/\/www.process.st\/templates\/homigo-partner-onboarding\/"},"modified":"2024-02-28T20:46:19","modified_gmt":"2024-02-28T20:46:19","slug":"homigo-partner-onboarding","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/homigo-partner-onboarding\/","title":{"rendered":"Homigo Partner Onboarding"},"content":{"rendered":"
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Introduction <\/h2>\n
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After weeks or months of negotiation a sales deal with a market partner is closed and onboarding the market partner is the next big step and involves a lot of back and forth communication to get everything set up. This process template has been created to make sure the whole onboarding process is followed step by step and get the Market Partner on board within 2 weeks of the deal is closed.<\/p>\n<\/p><\/div>\n

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Please set a date two weeks from now to set a deadline to finish the MP Onboarding<\/p>\n

The due date button is on the right sidebar >><\/p>\n<\/p><\/div>\n<\/section>\n

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Send Introduction Email <\/h2>\n
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Your first step is to send an introduction email to the market partner welcoming them and setting them up for the next two weeks of onboarding with Homigo.<\/p>\n<\/p><\/div>\n

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Use the following email template
NOTE: Replace the placeholder text where required<\/strong><\/p>\n

Marketing Team Introduction Email
<\/strong>SUBJECT :<\/strong> Hi from Homigo Marketing!
BODY:<\/strong><\/p>\n

Hi [first name]<\/p>\n

Firstly, I would like to welcome you to the Homigo Family! We are happy to have you onboard!<\/p>\n

I will be your point of contact from here onwards. I\u2019m available through email, phone & text (+1-647-927-6539) throughout the week and most weekends too.<\/p>\n

I will help you over the course of next two weeks to get everything ready to launch our first campaign and set it up for success!<\/p>\n

In the following email you will be getting a set of instructions to get our team started on creating the assets ready for the campaign to present to you.<\/p>\n

If you have any questions, suggestions or concerns, you can let me know.<\/p>\n

Thanks<\/p>\n

Dave Sandhu<\/strong><\/p>\n<\/p><\/div>\n<\/section>\n

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Send Onboarding Email <\/h2>\n
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The onboarding email must include the following<\/p>\n<\/p><\/div>\n

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Ask to schedule the following meetings<\/p>\n<\/p><\/div>\n

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