Channel partner onboarding template

Steps in this flowchart

• Partner applies via partner portal
• Fits ideal partner profile?
• Decline politely
• Credit, sanctions & reference checks
• Checks passed?
• Assign tier: registered, silver, gold
• Sign partner agreement & NDA
• Create account in Salesforce PRM
• Sales & technical training
• Certification exam passed?
• Retake training
• Joint business plan & targets
• Allocate marketing development funds
• Register first deal
• Co-sell with partner manager
• Deal won?
• Pay partner margin & rebate
• Deal review & coaching
• Quarterly partner business review

How to use this flowchart template

1. Click Open in the editor. The flowchart opens on a new page in FlowDiagram — nothing is uploaded and there is no sign-up.
2. Rename, add or delete shapes and drag them where you want; connectors stay attached as things move.
3. Drop in vendor logos from the library — 1,160 of them, including every AWS, Azure and Google Cloud service icon — or restyle it with the colour and theme controls.
4. Prefer text? Edit the Mermaid source below and paste it in through ☰ → Import diagram (see the Mermaid editor); it imports as an editable diagram.
5. Export to PNG, SVG or PDF, or press Ctrl+L for a link that carries the whole diagram.

Mermaid source

The whole template is the text below. Paste it into FlowDiagram, keep it in Git next to the code it describes, or hand it to an AI assistant to extend.

flowchart TD
  APPLY([Partner applies via partner portal]) --> FIT{Fits ideal partner profile?}
  FIT -->|No| DECLINE[Decline politely]
  FIT -->|Yes| VET[Credit, sanctions & reference checks]
  VET --> PASS{Checks passed?}
  PASS -->|No| DECLINE
  PASS -->|Yes| TIER[Assign tier: registered, silver, gold]
  TIER --> AGREE[Sign partner agreement & NDA]
  AGREE --> PRM[Create account in Salesforce PRM]
  PRM --> TRAIN[Sales & technical training]
  TRAIN --> CERT{Certification exam passed?}
  CERT -->|No| RETRAIN[Retake training]
  RETRAIN --> CERT
  CERT -->|Yes| PLAN[Joint business plan & targets]
  PLAN --> MDF[Allocate marketing development funds]
  MDF --> DEAL[Register first deal]
  DEAL --> COSELL[Co-sell with partner manager]
  COSELL --> WON{Deal won?}
  WON -->|Yes| PAY[Pay partner margin & rebate]
  WON -->|No| COACH[Deal review & coaching]
  COACH --> DEAL
  PAY --> QBR([Quarterly partner business review])

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