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🤝 Create AI Channel Partner Onboarding Portal with AI

Onboard reseller / referral / integration partners with a structured portal: agreement, training, certification, marketing assets, and deal-registration form.
  • Pre-built workflows
  • Edit every field
  • Multiple project views
  • Share + clone
STATUS · LIVE
v1

01 / Foundation - roots anchor data

AI Channel Partner Onboarding Portal

Onboard reseller / referral / integration partners with a structured portal: agreement, training, certification, marketing assets, and deal-registration form.

// roots anchor data · the workspace remembers · reflexes emerge

Channel partner programs require structured onboarding: signed agreement, sales training, technical certification, marketing asset library, deal registration. This portal handles all of it per partner.

What's Included

  • Agreement Module: E-sign integration for the partner agreement
  • Training Track: Sales + technical training with auto-quizzes
  • Certification Status: Partner reps' individual certification levels
  • Asset Library: Co-marketing logos, decks, demo scripts, case studies
  • Deal Registration Form: Embedded form for partners to register opportunities for protection

How To Use

  1. Clone this template
  2. Drop in your partner agreement + training content
  3. Each new partner gets their own copy of the portal with deal-registration linked to your CRM
  4. Track partner activation + certification rates in the admin dashboard