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