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PartnerStack's Program Checklist for Effective Onboarding

Ola Ogungbemile, Customer Success Manager at PartnerStack, uses Vitally Docs for this Partnership Program Checklist to ensure his clients are set up for success.

About this Blueprint

Blueprints are a collection of Vitally best practices and use cases brought to you by today's Customer Success thought leaders.

Building a strong partnership program requires the development of early habits. Getting customers into your software platform early on is key to driving continued adoption and growth. In addition, it’s important to provide new customers with all of the resources they need in order to see success with your product.

With Vitally Doc Templates, Customer Success teams can create standardized checklists to streamline the onboarding process and set customers up for success.

Ola Ogungbemile, Customer Success Manager at PartnerStack, uses this Partnership Program Checklist as a source of truth for his book of business. With this step-by-step checklist, PartnerStack CSMs can focus more on developing great customer relationships and worry less about the tasks that need to get done.

When to use this Blueprint

This Blueprint is a great resource for Customer Success teams who are looking to standardize their onboarding and implementation processes. You might already have an onboarding checklist that you’re working through in an email, spreadsheet, Google doc, or Notion doc that lives separate from your customer data. With Vitally Docs, you have shareable spaces that are powered by customer data, allowing you to scale your efforts and work more efficiently overall. 

In this Blueprint, you’ll find an overview of Ola’s Partnership Program Checklist, which is in the format of a Doc Template. You’ll also be able to see how this Doc looks from a customer’s point of view once it is shared out. Sharing your onboarding checklist as soon as possible can also help align expectations and ensure both parties are accountable.

KPIs Impacted
  • Product Adoption Rate
  • Net Promoter Score (NPS)
  • Net Revenue Retention (NRR) Rate
  • Account Health Score
What data points or information will you need to complete or add?

Every organization’s onboarding process will vary. You can take elements from this Blueprint, and then edit the Doc sections and content to fit your own needs. For example, you might have PDF or video resources you’d like to insert, or you might want to showcase different steps depending on the persona you are onboarding. Additionally, you can treat Docs like forms and embed editable fields to collect information from customers (e.g., their goals, timelines, tech stack, etc.). 

How can you customize this for other use cases?

You can use Doc Templates for virtually any use case - from onboarding to success planning and even use cases outside of Customer Success. With Vitally Playbooks, teams can automatically create and assign a Partnership Program Checklist to new clients and remove the need to do any manual work.

About PartnerStack

PartnerStack provides a comprehensive platform to help partnership teams increase revenue through automated partner referral and sales processes. Vimeo, ZoomInfo, Webflow, and Aircall are just a handful of over 550 companies that trust PartnerStack to seamlessly handle partner onboarding and training, engagement, revenue, and commission tracking.

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