Partner Onboarding

🔄 Status: Draft — This process is defined but not yet fully operational. billing.unicis.tech and the partner programme are in development. Update this page when the partner programme launches.

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To onboard new reseller, integration, or referral partners into the Unicis partner programme — from first contact to active, contracted, and billing-enabled partner.

Predrag Tasevski — CEO / Visionary

This process starts when a prospective partner expresses formal interest in the Unicis partner programme (via contact form, direct outreach, or referral).

1. Qualification — Predrag reviews the prospective partner: company size, geography, existing customer base, alignment with Unicis ideal customer profile. If qualified, proceed. If not, send a polite decline. \\Tool: Dolibarr (CRM record)
2. Discovery call — 30-minute call to understand the partner's business, expected deal volume, and integration needs. \\Tool: Nextcloud Talk, Nextcloud Calendar
3. Partner agreement sent — Predrag sends the standard Partner Agreement (Dolibarr document template). Agreement covers: commission structure, co-marketing obligations, support responsibilities, and term. \\Tool: Dolibarr
4. Agreement signed — Partner signs agreement. Signed copy stored in Nextcloud under /Partners/Agreements/. Dolibarr record updated to Active Partner. \\Tool: Dolibarr, Nextcloud
5. Partner account created — Partner receives access to: billing.unicis.tech partner portal (once live), partner documentation in the handbook, and Unicis demo environment. \\Tool: billing.unicis.tech (pending), Handbook
6. Onboarding briefing — 60-minute onboarding call covering: platform demo, pricing and commission model, how to register deals, how to escalate support issues. \\Tool: Nextcloud Talk
7. Listed in partner directory — Partner added to the Unicis website partner directory (if they consent to public listing). \\Tool: unicis.tech (Decap CMS)
8. First deal registered — Partner registers their first customer deal in the partner portal. Predrag confirms and begins customer onboarding via the Customer Onboarding process, noting the referring partner in Dolibarr. \\Tool: billing.unicis.tech, Dolibarr

The process is complete when:

• The Partner Agreement is signed and stored
• The partner has access to all necessary tools and documentation
• The partner is listed in Dolibarr as an active partner
• The partner has received the onboarding briefing

• Dolibarr — partner CRM record, agreement template, commission tracking
• Nextcloud — agreement storage
• Nextcloud Talk — calls; Nextcloud Calendar — discovery and onboarding calls
• billing.unicis.tech — partner portal (in development)
• Decap CMS — website partner directory

• This process will be significantly updated once billing.unicis.tech is live with the partner portal.
• EU-based partners may require a Data Processing Agreement (DPA) in addition to the Partner Agreement. Confirm with Predrag.

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