Freshworks
Freshworks

New Partner Onboarding

Freshworks, a leading provider of cloud-based customer service tools, places strong emphasis on leveraging new partner onboarding meetings to establish the foundations of successful partnerships. These meetings serve as a crucial outlet for meaningful discussions about synergies and shared value propositions between the partners.

During these sessions, Freshworks works closely with its partners to identify areas of alignment and explore how their combined offerings can create exceptional value for customers. A joint business plan is then created, serving as a roadmap with clear objectives, timelines, and the necessary steps required to achieve mutual success. In setting these guidelines, Freshworks ensures that both parties are aligned and working towards a shared vision.

These new partner onboarding meetings are instrumental in establishing a strong foundation of alignment and cooperation between Freshworks and its partners. By fostering collaboration and creating a clear path forward, these sessions pave the way for a fruitful and prosperous partnership that delivers exceptional customer experiences.

New Partner Onboarding

Introductions 

  1. Introduce/greet attendees
  2. Outline the agenda items 

Value proposition

  1. Introducing your company and the products/services you provide 
  2. Ask the partner to introduce their company and the products/services they provide
  3. Discuss synergies and value proposition

Plan

  1. Identify owners for a relationship at both ends
  2. Draft joint business plan with owners and timelines. This should include an agreed-upon vision of success, steps required to achieve success, timeline, communication or reporting agreement etc

End

  1. Setup follow up cadence, date and meeting


Freshworks, a leading provider of cloud-based customer service tools, places strong emphasis on leveraging new partner onboarding meetings to establish the foundations of successful partnerships. These meetings serve as a crucial outlet for meaningful discussions about synergies and shared value propositions between the partners.

During these sessions, Freshworks works closely with its partners to identify areas of alignment and explore how their combined offerings can create exceptional value for customers. A joint business plan is then created, serving as a roadmap with clear objectives, timelines, and the necessary steps required to achieve mutual success. In setting these guidelines, Freshworks ensures that both parties are aligned and working towards a shared vision.

These new partner onboarding meetings are instrumental in establishing a strong foundation of alignment and cooperation between Freshworks and its partners. By fostering collaboration and creating a clear path forward, these sessions pave the way for a fruitful and prosperous partnership that delivers exceptional customer experiences.

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New Partner Discovery Meeting