Onboarding checklist for new partners
This page is for the partnership owner in a newly activated partner company. Work through it in the first weeks; Your first 30 days puts it on a calendar.
Administration
- To do: Signed agreement filed, with the date and the version of the program pages it refers to
- To do: Store subscription active; invoices go to the billing contact
- To do: Renewal date in the calendar, plus a reminder 45 days earlier (standing is evaluated "30 days before expiration", https://exponential.earth/partner/why)
- To do: Internal owner named, with a deputy
Accounts and channels
- To do: A GitHub organization or accounts for your team (support tickets and contributions run on GitHub)
- To do: An account on share.exponential.earth for the partner page and the forums
- To do: Join the community channels: Telegram https://t.me/exponentialcms, forums https://share.exponential.earth/forums; Slack and Discord as listed on https://exponential.earth/about/project
- To do: Ask to be added to the partner mailing lists ("Access to mailing lists, updates, and strategic briefings", https://exponential.earth/partner/benefits)
- To do: Note the dates of the next quarterly partner meeting (how they are announced is not published; ask)
Your public presence
- To do: Write your partner page (Your partner page)
- To do: Get the logo files for your level and read the rules (Using partner logos and the certified mark)
- To do: Update your own website: profile, level, link to exponential.earth
Support routine
- To do: Agree who on your team may open partner tickets (Opening a partner support ticket)
- To do: Write down your response times in writing (Support levels and response times)
- To do: Note the private security contact [email protected] (Escalations and security issues)
Technical setup
- To do: A current Exponential 6.0 development installation from Git (Develop with Git)
- To do: Watch the main repository's releases on GitHub (https://github.com/se7enxweb/exponential)
- To do: Read the release overview and the latest changelog (
doc/eng-us/release-overview,doc/changelogs/6.0/) - To do: A staging environment where you test releases before your customers do (Testing releases)
Internal knowledge
- To do: Everyone who talks to customers reads Naming and brand rules for partners
- To do: Sales staff read Sales and marketing: start here
- To do: Project managers read Project managers: start here
- To do: Developers read CONTRIBUTING.md and Develop with Git
First contributions
- To do: One bug report or pull request in the first month
- To do: One forum answer a week
- To do: A plan for your first case study (Writing a case study)
Related pages
- Your first 30 days as a partner
- Your first year as a partner
- Working with 7x
- Free documentation: this page is free to copy, translate and improve under the GNU FDL 1.3.