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MSP Onboarding Guide (1)

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Amninder Singh
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2 views1 page

MSP Onboarding Guide (1)

Uploaded by

Amninder Singh
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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MSP Onboarding Guide

Timeline Recommended Activity Recommendation by Function

Sign MSP Agreement

Activate Partner Portal Login All

Review Welcome Email and Welcome Toolkit in All


30 day the Partner Portal

Intro to Elastic
Review MSP Partner Program Guide All

Review Marketing Assets Sales, Marketing

Upload information to Elastics Partner Locator Sales, Marketing


How to Guide

Identify 2 Engineers that will become certified in Technical


year 1

Engage your MSP Account Manager to initiate All


account planning

Accreditation Path: Technical


Elastic Sales Engineer

Review MSP/MSSP Architecture Best Practices Technical


folder in Partner Portal
30 - 60 day

Understanding Elastic Solutions Consult with a Solutions Architect for deployment Technical
Architecture and engagement with Professional
Services consulting

Review Build a MSP Practice Technical

Review Support Programs such as Guided Support


Support &
Designated Support Engineer (DSE)

Introductions to Elastic Field Sales


(team call or email)

Deal Engagement Tools Sales


60 - 90 day Deal Registration Overview
Deal Registration Link
GTM and Ongoing Partnership Goals
View your Deal Dashboard
Track your Success
Scorecard Overview Guide

Partner SA Certification Technical


Complete all accreditations and unlock required
exam

Support All

Contact us at [email protected] for questions


about your partnership, deal registration, and
partner processes, tools, and resources.

February 2024 | Elastic Partner Use Only

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