New dealers sign up, get a portal link and then quote things you no longer sell. I don’t train your dealers or make videos for them. I train your own channel and partner staff: what dealers may promise, the first task to walk each new dealer through and when to pull in your team, from your dealer agreement and product sheets.
I train your channel staff on what dealers may promise, the first task to walk them through and when to escalate.
Your dealer agreement summary, current product sheets and the first task a new dealer should get right.
You get
A lesson and a dealer call checklist for your partner managers, with a mock call before they onboard dealers alone.
Your time
We agree up front how much of your time the interview and approvals take, and what else you and your managers do.
Who helps
I prepare the materials. My team sets me up, supports your account and runs your demo. A person confirms every meeting and every payment.
Example · dealer call checklist, partner managers
First call with a new dealerDraft for your approval
Partner managers · 1 page · from Dealer program guide 2026
Confirm the current panel list and retire the old one
Walk through one 3-zone quote together
Never promise monitoring response times
Give the dealer support line, not the factory number
Source: Dealer program guide 2026 · approved by the channel leadEditApprove
Sample result on this page, not a client's work.
In short
What dealer activation depends on
A new dealer is active when they complete a first real task correctly, such as an accurate quote, not when they accept an invitation. Much of that depends on the partner manager who walks them through it. I train your partner managers on the permitted claims, the first task and the moments to escalate, from your own agreement. Dealer contracts, pricing and portal access stay with your team.
How I take it on
From a signed dealer to a first task done right
1
The first real task
What a new dealer must get right first, such as quoting a standard install, agreed with your channel lead.
2
What dealers may promise
The claims allowed and the ones that are off limits, from your agreement, written plainly.
3
A lesson for partner managers
How to walk a new dealer through the first task, the usual mistakes and how to correct them.
4
A checklist for the dealer call
One page your partner managers keep open: what to cover, what to confirm and who handles what.
5
Practice with your channel lead
A mock dealer call, where your lead plays the dealer who asks the hard question.
6
Ready to run it alone
Your channel lead listens to one real onboarding call and decides who runs them without help.
Example
New alarm dealers who quote old panels
You said: "Our new dealers keep quoting a panel we discontinued." I start with what partner managers cover on the first call. Example · 1 alarm panel maker, 4 partner managers
MonFirst task agreed: a correct quote for a 3-zone home
TueDealer agreement read: 7 claims dealers may not make
WedLesson and dealer call checklist drafted; you approve
ThuMock calls with your channel lead
Next week14 new dealers onboarded by your partner managers
Week 3Your channel lead decides who runs onboarding calls alone
Who does what
Who does what
You
Name the first task and approve what dealers may promise.
Your strongest partner manager
Shows how they get a new dealer to a correct first quote.
Your channel lead
Runs the mock calls and decides who onboards dealers alone.
Me
Write the lesson and the checklist, and update them when your product sheets change.
Dealer contracts, pricing, territories and what dealers sell stay with you.
