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PDF checklist

A 30-day checklist to onboard distributors the same way, every time.

A free, printable checklist covering every onboarding step — KYC, contracting, master setup, app install, training, first order, reconciliation — so onboarding is consistent and fast.

For:Distribution heads and operations teams.

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₹8,572 Cr
GMV the data is grounded in
45
Enterprise clients
83,785
Farmer accounts powered
2.3 Lakh+
App users in the field

Why this template helps

Inconsistent onboarding creates slow ramp-ups and data debt. This checklist standardises the process so every distributor reaches steady state in about 30 days.

What's in the checklist

  • 1KYC and document collection steps
  • 2Contracting and credit-limit setup
  • 3Master-data and SKU configuration
  • 4App install and training schedule
  • 5First-order and reconciliation steps
  • 6Steady-state handover criteria

Built for

Distributor onboarding

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