Distributor Onboarding Guide
Standardize channel partner onboarding with structured 30-60-90 day plans and ownership-driven checklists.
Free
Works with the AI tools you already use
See it in action
You say
Partner: Small dealer in Vietnam. Channel: 1 retail shop. Focus: high-end headphones. First order target: 50 units.
Your agent does
Week 1: Setup portal access; Intro call (Sales Lead). Week 2: Training on Pro-Series; Ship 1 demo unit (Ops). Week 3: First order: 50 units, 50% deposit (Finance). Day 30: Review sales; Provide shop signage (Marketing). Day 90: Term renewal; Assign account manager.
About this skill
The problem
Distributor onboarding often fails due to inconsistent communication and a lack of clear ownership. When new partners are onboarded via ad-hoc emails, key steps like product training or sample kit delivery get missed, delaying the first order.
What it does
- Generates a structured pre-kickoff checklist for account and portal setup.
- Identifies priority SKUs and selling points for targeted product training.
- Defines specific sample kit contents intended for demo use.
- Outlines the first order path including MOQ, lead times, and payment terms.
- Establishes a 30-60-90 day check-in schedule with defined owners and goals.
Why this beats prompting it yourself
Generic prompts often produce vague timelines that lack accountability. This skill enforces strict ownership for every step and focuses training on best-sellers rather than overwhelming partners with the full catalog, ensuring a faster path to revenue.
Use cases
- Standardizing onboarding for regional dealers in consumer electronics.
- Creating a repeatable kickoff plan for auto-accessory resellers.
- Transitioning a signed channel partner to their first stocking order.
- Recovering stalled partnerships with a structured 90-day review.
Known limitations
It does not research partner backgrounds; you must provide the profile. Local legal and tax compliance are out of scope and require manual review.
How to install
Drop the file into your AI Agent. Works with Claude, Cursor, ChatGPT, and 20+ more.
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