Drift
The First 90 Days Disappear
A welcome email, a shared folder, and a promise to “set up a call soon”. Nobody owns the steps in between, so the partner drifts and the pipeline never starts.
A guided setup checklist walks every new partner organisation through first-run configuration: deal registration, a connected CRM, a first account file, and the team invited. Progress is tracked and visible to you, and the checklist disappears the moment setup is done.
The contract is the easy part. What kills channel programs is the silence between the signature and the first registered deal.
A welcome email, a shared folder, and a promise to “set up a call soon”. Nobody owns the steps in between, so the partner drifts and the pipeline never starts.
No deal registration configured, no CRM connected, no accounts loaded. The partner logs in once, sees nothing useful, and does not come back.
Without a record of who finished setup and who stopped halfway, a stalled partner looks exactly like a busy one until the quarter closes.
The guided setup checklist tracks each step as it is completed, keeps the team and the Activation Agent alongside it, and clears itself away once onboarding is finished.
Four moves take a partner from an application form to a configured workspace with a live AI expert beside it.
Partners complete a structured onboarding application covering who they are, where they sell, and what they sell. You review it in one place and approve, so every partner organisation is created on purpose.
Bring users into a partner organisation by invitation, each with the role you choose. When they land, a guided product tour walks them through the interface so nobody has to work out where anything lives.
The checklist walks a new organisation through first-run setup: configure deal registration, connect HubSpot, Salesforce, or Attio, and upload the first partner or account file. Completion is tracked durably, so progress survives a closed tab.
Once the checklist is complete it disappears, and the partner moves on to training and certification with the Partner Activation Agent already answering their questions. You keep a live view of who has finished and who needs a nudge.
Most partner onboarding software hands over a login and a PDF. This one finishes the configuration, then gets out of the way.
Every new organisation follows the same guided first-run path, with completion tracked durably so nobody loses their place.
Onboarding ends with deal registration configured, a CRM connected, and a first account file loaded. That is a partner who can actually sell.
Training, certification, and the Partner Activation Agent are waiting at the end of the checklist, so momentum carries straight through.
You can see how far each partner has got. Stalled partners surface in week one instead of at the quarterly review.
Onboarding takes over the moment a partner is recruited, then hands straight off to enablement without a gap.
The questions channel leaders ask when they compare partner onboarding software. Something else on your mind?
Talk to SalesOlder PRMs treat onboarding as a document handover: a portal login, a welcome pack, and a training folder. Airstride treats it as configuration. The guided checklist walks a new partner organisation through deal registration, a CRM connection, and a first account file, tracks completion durably, and hides itself once setup is finished.
See how a guided setup checklist takes a newly signed partner from application to a configured workspace, with training and an AI expert waiting at the end.