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SellPro Partner Program Assets

DOWNLOADABLE MATERIALS


PARTNER CLIENT ONBOARDING CHECKLIST (click to download)

Partner should use this checklist when onboarding any new clients to a SellPro program. SellPro will provide custom version as needed. 

This deck is an example of the items that are typically covered during a kick-off call. The purpose of the kick-off is primarily to introduce the client to the team that will manage the program, assuming this introduction was not done during the sales process.

 


 

SELLPRO “HOW TO” ARTICLES 

These knowledge base articles include a video (also available in OMS) as well as a step-by-step written guide on how to use specific parts of the OMS. 

 


 

SELLPRO PROGRAM BEST PRACTICE ARTICLES 

These knowledge base articles provide best practices directly from our SellPro Client Service team and are based on years of experience running programs for clients on SellPro. 

  • This knowledge base article provides a description of each of the course topic types along with associated specs and some tips and best practices. 

  • This article is also available via the User Guide link from your and your client’s OMS profile. 

  • We recommend introducing this article to clients when you provide them access to the OMS.