# CoachSpark AI Partner Kit: Onboarding Checklist, Day 0 to Day 30 Work through this in order. Each line is one thing to do, with where to do it. The kit files referenced here are in the same folder as this one. --- ## Day 0: Sign on - [ ] Apply at coachsparkai.com/partners and accept the terms at coachsparkai.com/partners/terms. - [ ] Pick your track: Affiliate (refer, CoachSpark bills), Reseller (you bill, 30% off list, five-seat minimum, opens after the founding window), or Founding Partner (inside the Founding 15 window, five firms). - [ ] Submit your W-9 (US partners) so commission can be paid. - [ ] Add your payout method in the partner dashboard at coachsparkai.com/partners/dashboard. - [ ] Note your partner code and your referral link: coachsparkai.com/partners/r/CODE. Save the link where you can paste it in one keystroke. - [ ] Claim your demo seat with the comp code from your welcome email (Founding Partners: your complimentary seat). Sign up at coachsparkai.com/signup, choose Live Coach, and enter the code at checkout. ## Days 1 to 3: Set up your seat - [ ] Create your seller profile: paste your own website, or the website of the first client you will demo for, and let CoachSpark build the profile. - [ ] Load your methodology. Pick one built in (Sandler, SPIN, Challenger, Cardone, Belfort, Pre-suasion, HCD Method) or paste your own playbook in as text. Save the playbook text in a file; you will send it to every client's admin. - [ ] Import two or three contacts from a CSV. Wait a few minutes and read the Sell-To Briefs. - [ ] Run one internal mock call with a colleague playing the buyer. Give them an objection, a buying signal, and a stall. Watch the tips. End the session and read the BrainSpark recap when it arrives, including the "fix it now" block. - [ ] Read Brand-Usage-Rules.md. Note the name rules, the disclosure line, and the list of things you may not say. ## Days 4 to 7: Pick your first five clients - [ ] Choose five clients who sell by phone or video, have a method you are teaching them, and have a leader who will read recaps. - [ ] Register each one in the partner dashboard: client domain plus your contact there. Do this before any email goes out. Registration protects the deal for 90 days. - [ ] Send email template (a) from Partner-Email-Templates.md to each registered client. Replace the placeholders. Keep the transparency line. ## Days 8 to 14: Book the walkthroughs - [ ] Send email template (c) with two specific times to each client who has not replied to (a). - [ ] For each booked walkthrough: get one contact name and company from the client, import it into your demo seat the day before, and run the prep steps in Partner-Demo-Script.md. - [ ] Run the ten-minute demo. Close with the trial and your link, using the exact words in the script. - [ ] Send email template (d) the same day as each walkthrough. ## Days 15 to 30: First referral live - [ ] Send each signing client's admin your playbook text and the steps to set it as the default method. Then send email template (b). - [ ] Send email template (e) to each rep on the Monday of their first week. - [ ] Ask each client to forward you the recaps from their first week of real calls. Read them before your next session with that client. - [ ] Publish Post 1 from Partner-LinkedIn-Posts.md with the disclosure line. If the founding window is open, Post 3 can follow a week later. - [ ] Target: one referred client on a paid plan by day 30. A trial that converts counts on the day the first invoice is paid. - [ ] Check the partner dashboard for your registered deals, attributed signups, and accrued commission. Commission is held 30 days after each collected invoice, then paid monthly once your balance reaches $50. ## Day 60: Activation deadline - [ ] Have at least one referred client on a paid plan by day 60 to remain an active partner. Active partners keep the demo seat, the referral link, and deal registration. If you are close but not there, write to us before day 60 and say where each registered deal stands. --- ## Every month after that - [ ] Register new clients before you introduce CoachSpark to them. - [ ] Re-read the recaps your clients forward. They are the material for your next session. - [ ] Check that every public mention of CoachSpark you published still carries the disclosure line, and that no post references results. - [ ] When the founding window closes (15 companies or December 15, 2026), take down or edit any founding-rate posts, switch new clients to your partner code (20% off list for the first 3 months), and consider the Reseller track if you want to own the invoice.