Partner Onboarding
Step-by-step guide to getting started as a partner
Becoming a Partner
The onboarding process is designed to get you selling quickly while ensuring you understand the product well enough to support your customers. Most partners complete onboarding within a week.
The Process
Initial Conversation
We start with a call to understand your business, your customers, and what you're hoping to achieve. This helps us tailor the partnership to your specific situation.
- Your current offerings and customer base
- How 24CallDesk might fit into your services
- Partnership model that makes sense (reseller, referral, integration)
- Pricing and margin expectations
Partner Agreement
Once we've aligned on the structure, we formalize the partnership:
- Partnership terms and pricing tier
- White-label options if applicable
- Support and escalation procedures
- Marketing and co-branding guidelines
Product Training
You'll get hands-on training covering:
- Setting up customer accounts
- Configuring voice agents
- Building outbound campaigns
- Using the partner dashboard
- Troubleshooting common issues
Training is typically 2-3 sessions over a week. We record everything so you can reference it later.
Pilot Customers
Before full rollout, we recommend starting with 3-5 pilot customers:
- Validates the product fits your market
- Lets you refine your pitch and positioning
- Creates early success stories for broader sales
- Identifies any gaps in your support process
We provide hands-on support during the pilot phase.
Scale
With pilots successful, you're ready to expand:
- Add 24CallDesk to your standard offerings
- Upsell to existing customers
- Include in new customer packages
- Train your sales team on positioning
What You'll Get
Partner Dashboard
A dedicated portal for managing your customers:
- Add and configure customer accounts
- Monitor usage and health metrics
- Access billing and invoicing
- View support tickets
Marketing Resources
Materials to help you sell:
- Product one-pagers
- Demo scripts and talk tracks
- Case studies (once available)
- Co-branded collateral (Professional tier+)
Technical Support
When you need help:
- Partner-priority support queue
- Dedicated account manager
- Escalation path for urgent issues
- Regular check-in calls
Training Materials
For ongoing learning:
- Recorded training sessions
- Knowledge base articles
- Release notes for new features
- Best practices guides
Timeline
| Phase | Duration | Key Activities |
|---|---|---|
| Initial call | 1 hour | Alignment and planning |
| Agreement | 1-3 days | Contract and setup |
| Training | 1 week | Product mastery |
| Pilot | 2-4 weeks | First customers live |
| Scale | Ongoing | Expand and optimize |
Motivated partners have gone from first call to first customer live in under two weeks.
Ready to Start?
Contact our partnerships team to schedule your initial conversation:
Email: support@24calldesk.com