Setting the Stage
With the portal being the "one-stop shop" for the Partner Program, what should PMs recommend the partner does immediately after logging in to avoid digging through emails later?
Bookmark the page
What new button on the homepage replaces the old process of sending an email to submit a lead?
Submit a Referral button
What tab on the left-hand menu is the direct link for RevShare partners to manage their payouts?
Tipalti Supplier Hub
What three-word phrase describes the Portal’s role as the centralized hub for resources, incentives, and referral submissions?
“One-Stop Shop”
When looking at "Fiscal Year to Date" metrics on the dashboard, the partner needs to know Justworks' fiscal year are what dates?
June 1st to May 31st
What specific user role is required to see the "Manage Team" button and sign documents?
An Admin
What are the two key metrics displayed on the "Performance Snapshot" widget at the top of the homepage?
IO (Interested Opportunities) and Closed Won ARR
What tab, linked in the left menu, provides Accountants one-click access to manage all their Justworks clients?
Advisor Dashboard
What does the Contact Choice field in the Referral Form allow a Partner to specify?
It allows the Partner to specify between "Reach out to me first" vs. "Reach out to client directly"
If a Partner is looking to make a LinkedIn post about Justworks and wants to receive proper attribution to any referrals that come through, what should they include in the post?
The Co-branded Landing Page Referral link
If a partner asks to redline the Terms and Conditions, what is the standard response regarding customization?
"While we don't allow redlines or custom contracts, I'm happy to walk through our standard agreement."
What specific date is now visible in the pipeline view, which helps partners track their RevShare payment timelines?
Premier Date
What section provides an organized learning path to help partners get up to speed on the program and new products?
My Journeys
What upcoming feature consolidates key program milestones, deadlines, the payout schedule, and events all in one place?
Partner Program Calendar
DEMO: Please show where a Partner would find their Partner Manager's name and email address.
*The player must show the Partner Contact Widget on the homepage of the Partner portal*
Beyond just aesthetics, what is the primary functional reason a partner should upload their company logo during onboarding?
To enable Co-Branding of marketing assets
If a Broker is submitting a referral, what section appears at the top of the form, but is invisible to Accountants or VCs?
Required RFP submission materials
What section allows Partners to download one-pagers and co-brand materials with their own logo?
Asset Library
What roadmap feature will provide partners with real-time visibility into where they stand, and what else they need to do, in order to unlock additional benefits or incentives?
Partner Tier Progression widget (Program Compliance)
If a partner asks for a feature not currently in the portal (like Incentives Tiering or a Calendar), what document should the PM reference to create excitement?
The Portal Product Roadmap
DEMO: Show me how to log in as a Partner to view their dashboard.
*The player must navigate to Impartner, find the specific User they’d like to log in as. Then, they must click “Log in as User”*
DEMO: Walk me through the 'Submit a Referral' form fields.
*The player must open the form and explain the Contact Choice (reach out to partner vs. client), the Attachments section, and the importance of the Additional Context field (replacing the body of an email).*
DEMO: Show me where to find the unique co-branded landing page link and explain why a partner should use it.
*The player must navigate to Landing Page Submissions, click Share Referral Link, and explain that it offers a Co-Branded Landing Page that tracks attribution even if the lead converts months later.*
DEMO: As a Partner, show me how you would add a team member as an Admin.
*The player must go into the Company Profile section, then click Manage Team, and then fill out the user information. The player must also choose "Admin" in the drop down*
DEMO: Perform how a Partner would cobrand marketing material.
*The player must navigate to the Company Profile first to upload the logo, explaining that this step is the "Power Move" that unlocks functionality. They must then navigate to the Asset Library, select a document, and click the "Co-Brand" button to demonstrate how the logo automatically populates on the flyer to establish the partner as an expert*