Built with DocStarPartnership New Joiner
viaSocket Partnership – New Joiner
This document outlines the structured on boarding process for new partners joining viaSocket’s Partnership Program. Follow each step carefully to ensure a smooth and effective induction. Hyperlinks will be provided where applicable. Please request any missing links.
1. Understand What viaSocket Is
Start by gaining a clear understanding of what viaSocket does, its products, use cases, and how it empowers businesses through automation.
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https://youtu.be/eUFCb4PGGEQ?si=kMZvrYqoq0SjUPLg
2. Understand the Partnership Model
Learn how viaSocket collaborates with partners, the benefits of the partnership, expected responsibilities, and the workflow submission process.
3. Listen to a Past Partnership Meeting Recording (Mandatory)
All new partners must listen to at least one full past meeting to understand tone, content, and expectations.
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4. Prepare and Submit Your Virtual Pitch
Record and submit a short 2–3 minute video introducing yourself, your experience, and how you plan to contribute to the partnership.
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5. Start Outreach Using Message Templates
Begin outreach using pre-approved templates for email, LinkedIn, and WhatsApp to potential leads.
6. Log All Outreach in Google Sheet
Every outreach (message sent, response received, and outcome) must be logged for tracking.
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7. Schedule Meeting Using Mentor’s Calendar
Use your assigned mentor’s calendar link to book meetings with interested leads.
👉 Please request the calendar link from Ravi Paliwal or Abhijeet.
8. Ensure Meeting is Recorded (No Recording = Invalid)
Record every call through your 50 agents. No meeting will be accepted unless it is recorded.
9. Create WhatsApp Group After Meeting
Immediately after a successful meeting, create a dedicated WhatsApp group with the lead.
10. Share Partnership Deck & Docking Group ( WhatsApp Group )
Send the official viaSocket Partnership Deck and invite the partner to the Docsin group.
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11. Collect 3 Client’s Workflows from Partner
Ensure the new partner submits 3 Client workflows that they can potentially implement using viaSocket.
💡 Note: Focus on collecting 3 client-specific workflows to qualify for further opportunities.
📋 Example Client Workflows:
E-commerce Order Confirmation Bot: Automates order confirmation messages using WhatsApp API after a customer places an order on Shopify.
Lead Qualification Flow: Collects inbound leads from LinkedIn and scores them based on profile and message content.
Customer Support Ticket Sync: Automatically creates a support ticket in Fresh desk when a form is submitted via Webflow.
12. Regular Follow-up with Active Partners
Weekly or bi-weekly follow-ups should be conducted with all active partners to track progress, unblock challenges, and encourage success.
13. Mark Partner as Active After 3 Workflows
Only after receiving 3 valid workflows, mark the partner as “Active” in the tracker.
to be featured in the viaSocket Partner Marketplace.
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14. Performance-Based Incentives
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Competitor Analysis
All partners should stay informed about industry alternatives. Core competitors include: