Level 1 Partner Checklist

Everything you need to access as a Level 1 partner in one place! Simply click the PLUS sign next to each step for more information. When you've completed the task, tick the checkbox.

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Onboarding

  • Step 1 of the welcome email

    Describe step 1 with links...

  • Step 2 of the welcome email

    Describe step 2 with links...

  • Step 3 of the welcome email

    Describe step 3 with links...

MODULE 1 - BASICS

  • Complete your profile

    Click to view and edit your profile: PROFILE (From the dashboard of your clear view, click your name alongside your profile picture to access your profile)

  • Set up your company

    Click to add your company: ADD COMPANY

  • Set up your circles

    Click to add a circle: ADD CIRCLE

MODULE 2 - CONTENT

  • Add your articles

    Need video for writing an article perhaps

    Click here to add an article: ADD ARTICLE

  • Add your products

    Click to add a product: ADD PRODUCT (Scroll down to Create Product button on right-hand menu)

  • Add your events

    Click to add your events: ADD EVENT (Click the Create event button on the banner)

  • Add your courses

    Click to add your courses: ADD COURSE (Click the Create degree button on the banner)

MODULE 3 - CERTIFICATIONS

  • Flow Consultant
  • Performance Consultant

MODULE 4 - EXTRAS

  • Generate WD/TD tokens

    Video and links to token portal

  • Be a Trusted Buyer

    Get the full TBC course: The Trusted Buyer's Club

    Go to the TBC dashboard: Dashboard

  • Earn as an affiliate

    Video and links to affiliate programme

  • Offer an opportunity


    Click to add your opportunities: ADD OPPORTUNITY

  • Add custom Welcome pages

    Welcome pages for circles and courses are incredibly technical so perhaps a video is needed.

  • Additional resources

MODULE 5 - EVENTS

Next steps

  • Join the Educator 5.0 Microschool

    For Level 1 partners interested in specializing as Faculty partners: Get more information


  • Join the Community 5.0 Microschool

    For Level 1 Partners interested in specializing as Community partners: Get more information