Customer Onboarding Checklist

Customer Onboarding for Partners (OEMS & Distribution Partners) involves setting up a "Meet & Greet" srtle meeting with your J2 Sales Rep and designated J2 Sales Support agents in which the following onboarding topics & tasks are discussed and executed: 

Contracts & Agreements

• Non-Disclosure Agreement (Allows for partnership discussion to commence)

• Distribution Agreement

  • Business Terms (Multipliers, Special Agreements)

  • E2C Standard Agreement (included in latest contract versions 1.3+)

• F200 Reseller Agreement & F200 Sales Tax Exemption Form (NA only)

• E2C Data Use & Risk Acknowledgement (DURA) (aka Super Admin Agreement - allows partners to add sub organizations)

• Professional Service Agreement (PSA)

Unique Partner Business Terms

• Partner Multipliers

• Special Part Numbers

• Special Terms

• Software Branding

• Edge2Cloud Branding

Customer Portal Training

• Partner Contacts Information

• Support Portal Setup 

• F200 Horizon Portal Setup & Device Configuration

• Partner File Directory Setup

• E2C Partner Setup

J2/Partner-Related Process Reviews

• OEM Software Branding

• OEM E2C Branding

• Ordering Process 

• License & Maintenance 

• Training Registration
• Kits & Renewals 

General Info & Documentation

• Documentation

• Youtube

• Website > Resources