Guided Onboarding

Definition: Guided onboarding is a structured, step-by-step process that walks new partners through program setup, training, first deal registration, and portal familiarization — reducing time-to-productivity and improving activation rates.

How Introw Helps: Introw provides automated guided onboarding sequences that take new partners from signup to first deal registration — with training, content, and milestones tracked in the CRM.

Partner-Facing Example: A new referral partner completes Introw's guided onboarding in three days — watching the product video, reading the sales playbook, and registering their first deal — with the partner manager notified at each milestone.