Reseller Onboarding - Setup Projects (Existing Resellers (Clean-up Check…
Reseller Onboarding - Setup Projects
Gather missing information
Schedule meetings throughout season
Client goes to Corporate Site
Client fills out Contact Form
Charles sees contact form and emails client
Client fills out full onboarding form
Provide "Reseller Info Session (Type: Pure Info)"
New "Initial Interest" Contact Form
Funnel to a "Info Session (Type: Info and Onboarding)
Use Multi-page online application
Erynne to review application
Status is changed to "Active"
Status changed to "Onboarding"
New Contact Form
New Multi-page form
Rework the Partner Corporate Page
New Follow-up Meetings
Are there opportunities?
Sales Pitch for FTT