Source: https://mancuso.ai/build-lab/partner-onboarding/

[Build Lab](https://mancuso.ai/build-lab/)

B2B · resellers, providers, vendorsIllustrative example

# Partner onboarding

Document collection, review, and go-live without the weeks of email.

**Who it serves**

Companies that bring on resellers, providers, or vendors and lose weeks chasing documents and approvals.

Illustrative example

-   Web: application steps, document checklist, and review queue

The problem

## What goes wrong  
without it.

Onboarding a partner means a checklist in someone's head, attachments in three inboxes, and a partner who has no idea where they stand.

## What the product would do

1.  A guided application that saves progress and asks only for what applies.
2.  Document collection with expiry tracking and automatic reminders.
3.  A review queue with owners, due dates, and the reasons for each decision.
4.  A partner view of status that makes the 'any update?' email unnecessary.
5.  Credential issuance and a go-live checklist when review completes.

## Decided before any screen

-   The states a partner can be in, who can move them, and what evidence each transition requires.
-   Which checks are automated and which must be a person, recorded as such.
-   What the partner sees versus what the reviewer sees, from the same record.

Why it suits the method

## Specified once.  
Built in parallel.

A workflow with explicit states, documents, and roles. Each stage is a bounded specification; the partner view and the reviewer view are verified against the same transitions.

**Want to see this in practice?** Let’s discuss your use case and explore relevant products I’ve built.

[How I build](https://mancuso.ai/how-i-build/) [Discuss a similar project](https://scheduling.mancuso.ai/scheduling/)

More examples

## Other problems, same approach.

[Consumer health · device makers**Connected health device companion**](https://mancuso.ai/build-lab/health-device-companion/)[Education · independent schools and small districts**School operations portal**](https://mancuso.ai/build-lab/school-operations-portal/)[Home services · equipment service**Field service workflow**](https://mancuso.ai/build-lab/field-service-workflow/)

## Start with the problem,  
_not the proposal._

Talk with me about what you need to build, fix, or decide. We’ll explore how Phase 3 Services can help and what an engagement would involve.

[Schedule a conversation](https://scheduling.mancuso.ai/scheduling/)[Engagement types](https://mancuso.ai/services/)