Partner Onboarding

Your Success is our Success, we are channel focused, and without you growing neither will we.

The secret to success when launching any new service is a great onboarding strategy. At Candio, we have that covered.

We want to make onboarding as quick and easy for you whilst also being effective. We will project manage the onboarding from start to finish.

Our partner growth team will oversee the project working with key individuals within your business from start to finish to make sure that we can launch by a deadline that suits you.

Project Kick-Off Call

First of all, we’ll arrange an onboarding webinar to run through the following steps to onboarding; Customer Data, Customer Communication, Training, and Launch. Bringing together everyone who will be involved in this project.

Customer Data

You’ll be provided with a data import template, this is a simple spreadsheet that asks for your customer’s name, contact details, address & billing reference. For most of our partners, this is a standard export from their billing platform or CRM. Once you have compiled the data, we will then provide you with a link to a secure file transfer portal to upload your customer data.

Customer Communication

Working with your marketing team, we will create an email to match your brand guidelines & tone of voice which will be sent from our dashboard to your customers, introducing the product, a unique link to their dashboard, and cancellation policy.


Prior to launching, the last thing we will do is run training sessions with the relevant teams in your business, as part of the onboarding project we will cover the following;

Sales & Retention Training – Features & Benefits of the Product, Best practice to avoid churn, and other FAQ’s

Dashboard Training – How to cancel a subscription & add a subscription


This is the easy part of any project, but the most important. Once the onboarding process is complete Candio will review all outstanding tasks and with your approval, Launch. This means customers will start receiving their welcome emails and the trials will start.