Key Steps to Start the Partnership
1. ✍ Checklist of steps to complete
Essential actions to finalize your integration:
Request and Complete Partnership Registration Forms
- New Partner Form: Document detailing your company, strategy, objectives, expectations, etc. This helps us understand your profile to assign a Partner Manager aligned with your expectations and vision, creating the most effective long-term relationship possible.
- Odoo Project Form: Document about your first project. This helps us understand your client, their needs, current workflows, and pain points. This document also aims to understand your working method, analysis approach, and project implementation style. It's crucial for understanding your work style and gathering necessary information to support your project execution.
Receive, Sign, and Pay Partner Offer
You'll receive your offer by email. This offer will be visible on our online portal and downloadable directly from this space. You can sign and pay online via credit card or bank transfer.
Bank transfer details: Belfius Bank IBAN: BE35 0689 3745 7537 - Swift/BIC: GKCCBEBB - Bank Address: Bd Pacheco 44, 1000 Brussels
Terms of sale: https://www.odoo.com/r/terms
Partner Offer Validation
- Ensure the offer is signed, paid, and validated.
- Upon payment receipt, we'll validate the offer and start Partner Manager assignment and training process.
PLO Training Registration
- No fixed start schedule - your date will be our date. Plan for 3-4 weeks minimum between partner offer validation and start.
- Send us names, first names, and email addresses of training participants (maximum 5)
- This training is essential for mastering Odoo implementation basics, project success, and certification.
- Cette formation est essentielle pour maîtriser les bases de l'implémentation sur Odoo, réussir vos projets et pouvoir passer la certification.
Planning First Steps with Your Partner Manager
Fixez une réunion de lancement avec votre nouveau Partner Manager pour :
- Define and validate initial sales objectives
- Plan first Marketing and Sales coaching sessions
- Plan your first prospecting campaign
- Establish strategy for upcoming projects
Partner Resource Access
- Access the Partnership Knowledge Base.
- Familiarize yourself with use cases and provided training
Priority Actions Setup
- Conduct first qualifications or demonstrations using our templates and training
- Share feedback with your Partner Manager to adjust approach
- Prepare for certification
2. 🗓 Calendar and key deadlines
Your Partnership Journey at a Glance:
| Week | Focus | Key Actions |
|---|---|---|
| Week 1 | Administrative Onboarding | • Partnership validation • Access to tools and resources |
| Week 2 | Partner Manager Introduction | • Kickoff meeting • Planning of upcoming sessions |
| Week 3-4 | Training Initiation | • Introduction session • Schedule follow-up training • First project setup begins |
| Week 5 | Business Development Prep | • Sales strategy workshop • Marketing campaign planning |
Week 6 | Business Launch | • Launch of prospecting campaigns • Initial cold calling • First product demos • License acquisition for first project |
3. 🛠 Key Tools and Resources
Essential Resources for a Strong Start:
- Partnaire portal : Your gateway to exclusive partner resources
- Start-up Kit : Comprehensive marketing materials
- Technical Support : Dedicated support ticket channel
4. 📝 Templates to structure your projects
We've developed a comprehensive toolkit to streamline your initial steps:
💻 Managing Odoo Projects
Essential guides and templates to optimize your Odoo implementation success:🎯 Lead Qualification
Strategic guides and templates to assess prospects and maximize conversion:📊 Demo Presentation Resources
Ready-to-use framework for delivering impactful demonstrations :- Odoo Runbot
- Odoo Demo Account
- Odoo 18 Feature Showcase video
- Demo Environment Setup Guide