This partner onboarding template helps you run a structured partner onboarding process from first welcome to launch—without losing track of agreements, training, and comms. It's built to shorten time to value by giving partners a clear roadmap, centralized resources, and a measurable implementation path to go-live.

Who it's for

Partner Managers, Channel Leaders, and Partner Success teams at B2B SaaS and cloud/security companies onboarding new resellers, technology partners, or service partners.

What's inside

• Welcome page: Sets expectations with an onboarding overview, phases, FAQ, and key contacts
• Onboarding progress dashboard: Tracks progress across multiple action plans in one view
• Phase 1 – Admin & Commercial Agreements: Checklist for NDA, revenue share, portal access, and compliance
• Incentives & tier table: Clarifies partner levels, requirements, and commission structure at a glance
• Phase 2 – Training & Enablement: Training modules, certification tasks, and sales/marketing resource checklist
• Phase 3 – Communication: Internal/external communication plan with launch-ready tasks and guidance

Why use this template

A consistent partner onboarding process reduces back-and-forth, prevents missed steps, and makes handoffs between teams (legal, sales, enablement, and partner success) much smoother. With a ready-made partner onboarding structure, you can move partners through setup and enablement faster—and keep accountability clear.

This template also keeps all partner materials in one place: agreements, resources, FAQs, and contacts. That improves partner experience and helps your team maintain a repeatable implementation standard across regions and partner tiers.

Because it includes phase-based action plans plus a unified progress view, you get real transparency on what's blocking launch and what's needed to reach go-live.