Pre-onboarding checklist

Let’s triple check you have everything and are ready to go!

Here is a link to a PDF version of the below pre-onboarding checklist for you to print and check off as you complete the various steps in this training. If you do print and complete, send us a copy and we’ll send you something in return 🙂

Partner agreement fully executed

Access to the HowToo Partner Academy (partner, product and sales training)

Access to your own HowToo Academy demo site for sales demos

Access to the partnership repository

     Sales collateral (one pagers)

     Pricing calculator

     Marketing collateral

     Form to log a sale

Scheduled initial partnership kick off call

Bookmarked all important links on your browser or somewhere else

Downloaded all resources from the training

Downloaded and filed your custom Partner Business Case Presentation

Overall project task lists from HowToo project management software