Sales & partnerships
Make the partnership easy to run.
Give a new partner a warm welcome and one reliable reference for how you will work together.
Written byRahul Chauhan
Published
A partner welcome letter, short working guide, owner cards, and one useful shared-work object.
use-cases/partner-onboarding/heroStart here
The whole idea in one minute.
Send it when several teams, locations, or people need the same starting information.
A leadership welcome letter, short partnership guide, and optional working gift.
The partner’s name and the work you share
Everyone starts with the same expectations, contacts, and next steps.
01 · When to send it
Use this when the moment is real and specific.
Send it when several teams, locations, or people need the same starting information.
One message for everyone
The partner’s name and the work you share
A gift with no explanation
A letter that explains why it was sent
One untracked shipment
One checked record for each person
02 · What to send
Keep the package focused on one idea.
A leadership welcome letter, short partnership guide, and optional working gift.
The letter says why you are sending it. The gift supports that message. If an item does not help the person understand or remember the moment, leave it out.
Partner onboarding explainer
Simple roles matrix showing each team, named owner, decision, escalation path, and first action.
03 · Make it personal
Change only what matters to this person.
Keep the main idea and quality consistent. Change these details so the send is accurate for the person receiving it:
04 · How Nudge handles it
We keep every person and every package matched.
For each person, we keep one checklist with their name, message, gift, address, approval, and delivery status.
Nothing is printed or packed until you approve it. Before shipping, we check that the right letter and gift are going to the right person.
05 · What success looks like
The person understands why you chose them.
Everyone starts with the same expectations, contacts, and next steps.
Do not judge this only by the number of packages sent. Check that the right person received the right message, in the right form, at the right time.