HS Process Overview - Partners
- Enroll contacts to the workflow by making sure their "Our Contact Job Title" is set
- Make sure that there's an email written for this job title.
- If it doesn't exist yet, create an email for this specific job title.
- A list of emails will need to be created as listed in the Email document
- Once the job title is set, the contact will automatically get added to their corresponding list
- A new deal will be automatically created for that contact and it will be added to the Partners Pipeline under "All Potential Partners" via the 0 Create a Deal for All Potential Partners workflow
- The Partner Status will also get set to "For Outreach" which will trigger the next workflow: 1.0 Partners - Send First Outreach Email
- This workflow will send out the initial email to the potential partner inviting them to schedule a call
- There will be follow up emails automatically sent depending on how they interacted with the initial email.
- Unless contacts spam/unsubscribe or bounce, the corresponding deal will move automatically to "For Cold Call" if they do not schedule a call.
- Once we've spoken with the potential partner, we'll need to set their Partner Status to one of the following:
- Partner - If they agree to send us referrals - this will automatically create a Partner URL for them and they will automatically receive that via email. The workflow that will do this is 4 Partners - Generate and Send Partner URL
- Not a partner - If they don't agree to the partnership
- Undecided - If we plan to call them again - we'll get an internal reminder to call them after a certain amount of time. (workflow to be created)
- Do not contact - If we need to make sure we don't send them another email
- Inactive Partner - Don't manually set - will get auto set to this if the contact is a partner but doesn't bring in leads after a certain amount of time
- For Outreach - Don't manually set - will get auto set to this if the contact gets added to the appropriate lists
- Potential Partner - Don't manually set - will get auto set to this if the contact gets moved to "For Cold Call" or "Meeting Scheduled"
- Once a contact becomes a partner, they automatically become part of three workflows:
- 7.1 Inactive Partners - This workflow starts counting the days when the partner became a partner and sends an email reminder reminding them of the benefits of sending referrals if they are inactive for certain number of days.
- 7.2 Active Partners - This workflow will send email notifications to partners whenever their Partner URL is used.
- 8 Send Congrats Emails for Successful Referrals - This workflow will send a congratulations email for meeting referral milestones - 1, 5, 20, 50, 200 referrals
- Reports and Paying Partner Commissions:
- We can access reports via the Partners Dashboard
- Go to "Reporting" > "Dashboards"
- The default dashboard to show up should be the "Referrals Report"
