Partner Onboarding Playbook

Send your new referral partner a warm welcome with portal access, what to expect, and next steps

Set up the referral partner account and provision access to the partner portal, resources, and referral logging

Introduce both teams, review referral partnership goals, align on give/get expectations, and set a meeting cadence

Finalize, sign, and countersign the referral partnership agreement

Book the working sessions where you align on the ideal client and how referrals will flow

Introduce the dedicated partner manager who will be the referral partner primary point of contact

Referral partner fills out company profile, the clients they serve, geographic focus, and the kinds of work they can refer

Align on who your best clients are, what a great referral looks like, and how to spot one

Agree on what each side will send the other, how to make a warm intro, and the cadence you will keep

Show the referral partner how to log a referral, what happens after a handoff, and how recurring-MRR commissions are tracked

Download one-pagers, client stories, intro email templates, and co-branded assets the referral partner can use when mentioning you

Referral partner runs through a sample warm intro with your team for feedback and coaching

Learn how to log a referral, what qualifies, and how overlaps are handled

Review how recurring-MRR commissions are calculated, payout timing, and how the reciprocity ledger keeps things balanced

Referral partner identifies and documents 10-20 clients or contacts who could be a fit for an intro

Referral partner and your team confirm they are aligned on the ideal client, the offer, and how to make a clean intro

Coordinate a joint announcement letting each side network know about the new referral partnership

Referral partner makes their first warm intro or logs their first qualified referral

Review progress, address gaps, celebrate wins, and set 60-day goals