ONBOARD · 04A

Associate Acquisition & Onboarding

Verify and guide businesses from Sales-qualified interest to active participation on OBAOL.

Roles and accountability

Onboarding Coordinator

Owns the checklist, timeline and status.

Verification Reviewer

Checks submitted business and profile information.

Associate Support

Guides profile, product and platform setup.

Sales Owner

Clarifies the original requirement when needed.

Operating workflow

01Create account

02Basic verification

03Assign support

04Profile and product setup

05Orientation

06Activate Associate

Daily operating checklist

0/7 complete

Review new Sales handoffsCheck submitted profile informationRequest missing non-sensitive detailsGuide product or service setupRecord onboarding progressEscalate blocked verificationConfirm activation and next action

Status model

New HandoffAccount CreatedVerificationSupport AssignedSetup in ProgressActiveBlockedClosed

Core KPIs

New OnboardingsVerification CompletionSetup CompletionActivation RateBlocked Cases

Required handoff ruleActivation requires completion of the approved verification and setup checklist.

Daily report builder

OBAOL Supreme — Associate Acquisition & Onboarding Daily Report
Date: —
Owner: —
Completed: —
Handoffs: —
Blockers / approvals: —
Next actions: —

Associate progress tracker

Browser-local progress

Associate onboarding

Current stage: Sales Handoff

The active state confirms approved onboarding completion; it does not itself approve credit, commercial terms or legal commitments.

Sales Operator Operations