Partner stages
6
Tydlig sekvens från qualification till post-launch review.
Flow Partner Onboarding
Implementation checklist för partners och launch teams
Den här ytan gör partner-rollout repeterbar: qualification, provisioning, connector readiness, enablement och launch.
Launch checklist
10
Vad som måste vara klart innan partnern går live.
Enablement assets
Live
Battlecards, one-pagers och CRM exports finns redan i Flow.
Partner implementation path
A standardized rollout motion that is easy to repeat across accounts.
| Step | Owner | Goal | Outcome |
|---|---|---|---|
| 1. Partner qualification | Partnerships | Confirm target vertical, sales motion and support model. | Clear fit and packaged offer path. |
| 2. Tenant provisioning | Platform | Create tenant, branding, domains and package assignment. | Partner can represent Flow under its own rollout structure. |
| 3. Connector readiness | Integration | Choose calendar, CRM, helpdesk and payment connectors. | Known integration surface before customer launch. |
| 4. Enablement pack | Sales/Product | Install battlecards, one-pagers and objection handling. | Demo and close motion is consistent across partners. |
| 5. Launch checklist | CS + Ops | Verify install, first lead, first booking and first paid event. | Launch confidence and measurable activation. |
| 6. Post-launch review | CS + Product | Review conversion lift, support load and backlog items. | Partner playbook improves after real traffic. |
Go-live checklist
The minimum set of checks before a partner can launch customers.
| Check | Status |
|---|---|
| Tenant created | required |
| Branding applied | required |
| Domain/SSL verified | required |
| Widget installed | required |
| Calendar connected | required |
| CRM connected | required |
| Checkout active | required |
| Tickets enabled | required |
| Enablement pack exported | required |
| First-value milestone documented | required |