This page is read only. You can view the source, but not change it. Ask your administrator if you think this is wrong. ====== 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. [[pub:processes:start|← Back to Core Processes]] ---- ===== Purpose ===== To onboard new reseller, integration, or referral partners into the Unicis partner programme — from first contact to active, contracted, and billing-enabled partner. ===== Owner ===== **Predrag Tasevski** — CEO / Visionary ===== Trigger ===== This process starts when a prospective partner expresses formal interest in the Unicis partner programme (via contact form, direct outreach, or referral). ===== Steps ===== - **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: [[https://erp.unicis.tech|Dolibarr]] (CRM record)// - **Discovery call** — 30-minute call to understand the partner's business, expected deal volume, and integration needs. \\//Tool: [[https://cloud.unicis.tech|Nextcloud Talk]], Nextcloud Calendar// - **Partner agreement sent** — Predrag sends the standard Partner Agreement ([[https://erp.unicis.tech|Dolibarr]] document template). Agreement covers: commission structure, co-marketing obligations, support responsibilities, and term. \\//Tool: [[https://erp.unicis.tech|Dolibarr]]// - **Agreement signed** — Partner signs agreement. Signed copy stored in Nextcloud under ''/Partners/Agreements/''. [[https://erp.unicis.tech|Dolibarr]] record updated to ''Active Partner''. \\//Tool: [[https://erp.unicis.tech|Dolibarr]], Nextcloud// - **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// - **Onboarding briefing** — 60-minute onboarding call covering: platform demo, pricing and commission model, how to register deals, how to escalate support issues. \\//Tool: [[https://cloud.unicis.tech|Nextcloud Talk]]// - **Listed in partner directory** — Partner added to the Unicis website partner directory (if they consent to public listing). \\//Tool: unicis.tech (Decap CMS)// - **First deal registered** — Partner registers their first customer deal in the partner portal. Predrag confirms and begins customer onboarding via the [[pub:processes:customer_onboarding|Customer Onboarding]] process, noting the referring partner in [[https://erp.unicis.tech|Dolibarr]]. \\//Tool: billing.unicis.tech, [[https://erp.unicis.tech|Dolibarr]]// ===== Output ===== 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 [[https://erp.unicis.tech|Dolibarr]] as an active partner * The partner has received the onboarding briefing ===== Tools ===== * **[[https://erp.unicis.tech|Dolibarr]]** — partner CRM record, agreement template, commission tracking * **Nextcloud** — agreement storage * **[[https://cloud.unicis.tech|Nextcloud Talk]]** — calls; **Nextcloud Calendar** — discovery and onboarding calls * **billing.unicis.tech** — partner portal (in development) * **Decap CMS** — website partner directory ===== Notes / Exceptions ===== * 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. ---- ==== Revision History ==== ^ Date ^ Change ^ Updated by ^ | 2026-05-25 | Initial draft | Predrag Tasevski | ---- [[pub:processes:start|← Back to Core Processes]] {{tag>processes partners sales programme}}