Process Map

Affiliate Pipeline

Active/Inactive

Agencies pipeline

Partnership call setup/done

Activated (Checklist done for them)

Started referring

Post activation process

New client info + add to FP

Invoice clearing - Mansi maintains a sheet (

example⁠

)

⁠

Outreach/Inbound

Call set up with Mansi

Intro

How Mailmodo can help

Email them resources and deck

Create a Slack channel for communication

Send checklist of items to be done by Agency

Signup to affiliate link

Separate this from Agency link

Free trial

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