What support exists for first customer launches or pilots?

A launch support program pairs partners with customer success or implementation experts for their first client engagements, ensuring the smooth adoption and resolution of any live deployment challenges.

Can we access technical or product support during onboarding?

Yes. Technical specialists and solution architects are available to support integration, answer platform questions, and troubleshoot initial setup issues. Dedicated support channels are accessible via the partner portal.

How long does onboarding typically take?

Most partners complete the onboarding process in 4-6 weeks, depending on integration complexity and certification path requirements.

Will we receive onboarding training or certification?

Onboarding includes access to self-paced or instructor-led training, certification programs for integration and sales roles, and optional product demonstrations tailored to your use cases.

Is there a recommended onboarding checklist?

Yes. Partners are guided through clear steps: Review and sign the agreement. Complete introductory product and platform training. Set up environments. Register initial opportunities. Schedule a go-live review. These are tracked for completion in the partner portal.

What resources are provided during onboarding?

Expect a comprehensive welcome kit (program details, brand guidelines, partnership roadmap), access to product documentation, demo accounts, integration guides, marketing templates, and training modules for both sales and technical staff.

Who will be our main point of contact?

The level of support provided will depend on your assigned tier. You will receive assistance from the designated success manager or coordinator during the program launch and subsequent phases.

Is there an onboarding fee or cost?

There is generally no fee for listing or basic program admission. Some tiers offering advanced enablement tools, custom integration support, or co-marketing may require a participation fee, which will be disclosed upfront.

What documentation or requirements are needed to become a partner?

Typically, partners must submit basic company and tax information, sign a partnership agreement, answer key profile questions, and nominate key contacts who will undergo product training or certification.

What are the steps to joining the partner program?

Partners fill out an application on our Partner Portal, complete a company profile, and meet initial requirements such as legal agreements and compliance checks. Upon approval, a welcome orientation is scheduled and complete access enabled to the partner portal.