Guided Partner Onboarding in the Iternal Partner Portal

Partner managers agree to the program terms and the mutual confidentiality agreement in a single step. A partner manager accepts one set of partner terms for the company with one checkbox, on the Welcome step or in a short step shown before payment. The terms include the mutual NDA and a short statement that the company serves clients. Partner managers at companies that accepted the earlier terms keep their access and see a notice that updated terms are available, and team members see that their partner manager accepts the terms for the company.

Companies that hold the Authorized plan or higher start their AI Blueprint Test Drive from the portal, where the Blueprint Builder is available to the company. Start begins the Test Drive from the Tiers and packages step or the confirmation shown after paying, and the partner signs in to the Blueprint Builder with the same Iternal login. Once the Test Drive has started, the portal offers a way to continue it. Each company has one Test Drive.

Partner managers who open the payment form without buying receive up to three reminder emails over the following days. The reminders follow the first time a partner manager opens the payment form for a plan, and they stop once the company buys. Each email includes an unsubscribe link, and an address that has unsubscribed receives no further reminders.

New Authorized partner companies get guidance on what to do next after buying. A company that buys the entry plan receives up to four short onboarding emails over the first weeks, each pointing to a next step, such as starting the Test Drive, opening the partner program or taking the knowledge check. The wording and next step change once the Test Drive has started in the Blueprint Builder. Each email includes an unsubscribe link, and the series ends if the plan ends.

Team members can see why checkout is waiting and ask Iternal to approve their manager request. A team member whose own Partner Manager request is under review sees that message on checkout and can ask Iternal to approve them, limited to once a day. When Iternal approves the request, the requester receives an email that leads back to checkout, or into the program if the company is already Authorized.

Partner companies see the Silver plan marked Recommended on the Tiers and packages step unless the company already holds a higher plan. Test Drive wording on the Welcome step and the Tiers and packages step suggests running it with a client you want to win or on your own company.