PDF · 16 pages with templates
Onboarding distributors takes 90 days when it should take 30. Here's the fix.
A 16-page, week-by-week onboarding playbook — KYC → contract → app install → training → first order → reconciliation → steady state — with templates you can use directly.
For:Distribution heads and operations leaders.
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Why this guide exists
Slow, inconsistent distributor onboarding delays revenue from every new distributor and creates data debt that haunts the relationship. This playbook gives you a repeatable 30-day process instead of a 90-day scramble.
What's inside the 16 pages
- 1Week-by-week onboarding from KYC to steady state
- 2KYC and contracting checklist
- 3Clean master setup to avoid data debt
- 4App install and the 14-day training playbook
- 5Guided first order, dispatch, and billing cycle
- 6Opening-balance and credit-limit reconciliation
- 7Templates you can use directly