Internal guideline for PartnerStack partner registration and approval workflow.
Process Flow Chart:
Process flow chart indicate the essential steps from partner application submission handling to partnerstack partner group setup. Listing out the SOW of different parties..jpeg?width=688&name=PartnerStack%20Partner%20Registration%20Flow%20(1).jpeg)
Corresponding HubSpot Ticket pipeline:
Below part explains each HubSpot ticket pipeline status meaning.
Pipeline: PartnerStack Partner Application and Approval:
| Status Name | Details |
| Sales - Approach for Partner KYC | PartnerStack admin creates and assigns ticket to sales. Sales should approach partner for KYC check and agreement signing |
| IOD - Partner document check | IOD team checks all KYC document and forms submitted by sales. |
| Legal - Partner Agreement Check | Legal crosschecks the partner agreement and KYC documents |
| Finance - Partner Agreement Approval | Finance team approves Partner Agreement after reviewing the partner synergy and seek CEO consent. |
| PartnerStack Admin - Partner setup | PartnerStack admin should approve partner's application in PartnerStack / send email invitation in Application Group. Then assign group and manager to partner |
| Completed | PartnerStack admin should check again all system data are correct and mark completed |
Step by Step guideline:
Step 1:
PartnerStack admin review pending application in PartnerStack dashboard "All Partners" -> "Pending Application". When reviewing application form, see if there is any sales preference requested by partner as stated in "CINNOX ACCOUNT MANAGER EMAIL ADDRESS (IF KNOWN)".
(locate in "Pending application form")
Step2 :
PartnerStack admin creates ticket in HubSpot pipeline "PartnerStack Partner Application and Approval" with status "Sales - Approach for Partner KYC". Assign "Responsible Sales" according to partner's preference. If no partner's preference, assign according to sales head's advice.
(create ticket in HubSpot)
Step 3:
Sales will receive email notification by HubSpot ticket. Approach partner to collect KYC documentation, discuss and confirm the terms and arrange partner to sign the partner agreement via Pandadoc. KYC documents, partner agreement and CSR107 should be uploaded to HubSpot ticket attachment. Finally, move ticket to status "IOD - Partner document check".
(upload document in HubSpot ticket page - attachment)
(move ticket to status "IOD - Partner document check")
Step 4:
IOD department crosscheck the KYC documents and approve ticket. Move to status "Legal - Partner Agreement Check"
Step 5:
Legal crosscheck the partner agreement and KYC documents. Approve ticket and move to Status "Finance - Partner Agreement Approval"
Step 6:
Finance department - CFO shall seek CEO consent and approve ticket. Move to status "PartnerStack Admin Setup"
Legal and Finance department should countersign on partner agreement.
Step 7:
PartnerStack admin approves application form. Navigate to "PARTNER MANAGEMENT" - "All partners", tick partner select box then click action - use "Assign manager" and "Update partner group"
(Approve Partner application and partner set up in PartnerStack)
Step 8:
PartnerStack-HubSpot integration had created new company and contact record in HubSpot. If partner had fill in the property"CINNOX ACCOUNT MANAGER EMAIL ADDRESS (IF KNOWN)", HubSpot will auto assign owner to new record. If not, PartnerStack Admin shall assign corresponding company owner in company page. Then click "View all properties" to check for property "PartnerStack Partner Key".
(HubSpot record owner update and PartnerStack Partner Key check)
Step 9:
After checking, associate the newly created company to ticket by clicking "+Add" in ticket page right-hand side Company association section and move ticket to status "Completed".
(Associate company to ticket and move to "Completed" status)
Additional Information:
CSR107: https://hubs.ly/Q01pkf8w0
Partner account setup guideline (From PartnerStack): https://support.partnerstack.com/hc/en-us/articles/360009183474-Intro-to-PartnerStack
Managing a partner team guideline (From PartnerStack): https://support.partnerstack.com/hc/en-us/articles/360043806533-Managing-a-partner-team