Partner Orientation
Welcome Onboard – Make Yourself at Home!
Day 1
Orientation covering the portal, policies, NFR and special promotions.
Partner Orientation
Welcome to the Tara CTA Partner Program. There are a few things that will get you up to speed on the market, the product/service, including how to sell and support it. Following are the typical steps:
Partner Getting Started Setup
- Download the PowerPoint
- Download the Competitive Matrix PDF
- Download and personalize the Promotional Templates (so you can send an email to your existing accounts notifying them that you now carry Tara CTA)
- Set up a product landing page on your website. See VIDEO at the bottom of the page.
- Notify the Partner Manager that your site is ready and you have Tara CTA listed–and they will add that specific page and your contact information to the Reseller Locator
- Verify that your entry is correct in the locator. You are now ready to sell Tara CTA.
Training
Ensure you have access to Tara CTA so you can begin using it. The Partner Manager should have sent you access–if not, Contact HERE.
Next Steps
- When your prospects have interest, then you can either demo the software (Demo Script HERE), have them watch the product demo video HERE, or invite them to one of the Group Webinars. We can tag team until you can do your own demos–You bring the prospect, we demo, help you with the quote, and you close.
- Go to FAQs to find out how to place an order or for other basic questions.
That’s it!!
Thanks.
Kristie Hermosillo
Partner Manager