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IC Realtime New Distributor Process

Goal: Ensure clarity and consistency regarding the improved distributor process, enabling team members to understand and execute their roles effectively

Below you will be able to view what the Distributor Application page and form look like

This application is to be given out when Business Development vets and feels they should be a distributor with us

The application can be found with the link below

When there have been conversations with a potential distributor and the Business Development department feels they should fill out the application, they would share the link to the application with their point of contact
1. There are three pages of questions including, Contact information, Shipping Information, Licensing, and Buying Group Information
2. When the applicant opens the link they will proceed to fill out the form above
When the applicant fills out the form:
1. Jerry will be assigned as the contact owner
2. A deal will be created named, "New Distributor"
3. Jerry will receive a task to Review the Application Submission and Assign to a Sales Executive.
Operations will work on the contact record and fill in the following properties before completing the task
1. Sales Executive
2. Distributor Application Approved?
  1. Yes
  2. No
3. Distributor Application Denied Reason?
  1. End User

Don't forget to save your selections!!

Once you have completed those steps you can check the task off, this will trigger next steps

Be sure to update the sales executive and the "distributor application approved?" field to yes. Save your changes
Check off the task
Properties will copy to the proper fields as directed by the workflow, this will occur over the course of 5 minutes
The deal stage will be updated to Distributor Application Approved
The Sales Manager and Sales Executive will receive an email stating they have a new Distributor
The Distributor will receive a welcome email, this will come from Matt Sailor, our CEO
The Distributor will then proceed through the workflows to get their onboarding set up

Be sure to update the "Distributor Application Approved?" property to No then save your changes
Check off the task
There will be a 3 minutes delay
The Deal Stage will update to Closed Lost
The applicant will un-enroll from the workflow

Update the "Distributor Application Approved?" property to No then update the "Distributor Application Denied Reason?" to End User
Save Changes
Check off the task
There will be a 3 minute delay
The Deal Stage will update to Closed Lost
The applicant will un-enroll from the workflow

After the Distributor Application has been approved and receives their welcome email they will continue in the workflows to set up their onboarding
There will be a 1 minute delay
The Applicant will then receive an email to "Schedule Your Onboarding"
- This email contains smart content that will show the applicant the customer success agents' calendar based on the State they are located in
They will receive an email from a Customer Success Agent (depending on state) with their meeting link attached
An internal email will then go to the Sales Executive and the Customer Success Agent informing both parties that the scheduling email was sent
There will then be a delay for 3 days to give the contact time to book a time
- If they HAVE filled out the meeting link
- If they HAVE NOT filled out the meeting link

After the three day delay, the workflow will check if the contact has scheduled a meeting with the CS Agent - when they haven't...
They will then be sent a 2nd "Schedule your Onboarding" email
Another internal email will be sent to the Sales Executive and the CS Agent to inform them
There will be a 1 day delay
- If they have scheduled at this point they will continue to these steps
If they still have not scheduled an internal email will be sent to the CS Agent and the Sales Executive advising the rep to reach out with her scheduling link