Overview:
Onboarding can take as little as 2 weeks and has a time limit of 6 weeks. In order to onboard your offer and get you transacting as fast as possible we have weekly milestones or check-ins that need to be met in order to continue in the onboarding process.
Week 0
- Strategy call Scheduled with CB Business Development Manager (BDM)
- Step 1: Creating Your Account
- Step 2: Asset Collection
Week 1
- Step 3: Certificate of Insurance (COI)
- Step 4: Page Building
Week 2 & 3
- Step 5: Schedule a call with Onboarding Specialist and CB Account Build
Product Creation and Upsell Flow
Order Form and Paylinks
Integrations and Customer Support
Marketplace Listing and Affiliate Management
Week 4 & 5
- Page Edits from Compliance
- Integration finishing touches
- Customer Support Education
Week 6
- Hoplink Training
- Commission Groups