Purpose:
To manage a structured, supportive, and informative onboarding experience for new affiliates—ensuring they understand SayPro’s affiliate program structure, commission models, promotional expectations, and the tools available to help them succeed.
Key Objectives:
- Educate new affiliates on SayPro’s brand, offerings, and ethical marketing guidelines.
- Explain the commission structure and performance-based incentives in a clear, transparent way.
- Enable fast activation, equipping affiliates with everything they need to begin promoting SayPro effectively.
- Foster long-term engagement and retention by building trust and community from day one.
Onboarding Process Flow
Here’s a recommended 5-step onboarding journey:
✅ Step 1: Welcome & Program Overview
- Send a Welcome Email or notification that confirms approval.
- Include a warm message from the Affiliate Manager and links to:
- SayPro Affiliate Portal
- Program Overview PDF
- Affiliate Terms & Conditions
📊 Step 2: Program Structure & Commission Model
- Explain:
- Commission rates (e.g., percentage per sale, bonus tiers, recurring commissions)
- Payout schedule and minimum payout thresholds
- Performance incentives and affiliate recognition programs
- Provide an interactive commission calculator or FAQ section.
🎯 Step 3: Brand Guidelines & Marketing Expectations
- Provide a Brand Kit that includes:
- Approved logos, fonts, and colors
- Sample messaging, dos and don’ts
- SayPro’s mission, tone, and value proposition
- Outline ethical marketing standards and compliance requirements (e.g., disclosure policies).
📁 Step 4: Access to Tools & Resources
- Give access to the Affiliate Resource Library:
- Pre-made banners, social media graphics, email templates
- Video content, blog article templates, case studies
- Product-specific sales sheets
- Provide a dashboard walkthrough tutorial for tracking performance.
💬 Step 5: Live Support & Community Integration
- Schedule optional onboarding call or group Zoom Q&A.
- Invite them to join the SayPro Affiliate Community (Slack, Discord, or Facebook Group).
- Introduce their affiliate manager as a direct point of contact.
Follow-Up & Activation Timeline
| Day | Action |
|---|---|
| Day 0 | Welcome Email + Portal Access |
| Day 1-2 | Program Overview & Commission Guide |
| Day 3-4 | Brand Kit + Marketing Expectations |
| Day 5 | Tool Access + Resource Pack |
| Week 2 | Check-in Email + Invite to Live Q&A |
| Week 4 | First performance review and feedback form |
Success Metrics for Onboarding
To measure the success of the onboarding program, SayPro will track:
- Activation rate (affiliates who start promoting within 7 days)
- Time-to-first-sale
- Onboarding completion rate (measured by checklist or quiz)
- Affiliate satisfaction (survey score post-onboarding)
- Drop-off rate within first 30 days
Tools & Tech Recommendations
- CRM & Email Automation: HubSpot, Mailchimp, or ActiveCampaign
- LMS or Training Hub: Teachable, Thinkific, or a custom-built Google Site
- Affiliate Platform: PartnerStack, Tapfiliate, or Refersion
- Community Chat: Slack, Discord, or a private Facebook group
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