Onboarding Workflow

An onboarding workflow is the structured set of steps a partner follows after joining your program — such as completing a profile, accessing content, and registering their first deal. Smooth onboarding sets the tone for activation and long-term success.

Introw PRM helps partner managers build simple, no-code onboarding flows that guide new partners through required steps — with progress tracked and synced to the CRM.

Example:

‍A new referral partner signs up through a form. With Introw, they’re automatically guided to complete onboarding steps via email, submit their first lead, and get introduced to their partner manager — all without portal friction.

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