How To Get The Most From Your Partnership With Wahoo Learning

13th January 2022

Posted in Insights
Happy smart business people celebrating success at company.

Table of Contents

When we enter a new partnership and start working with a new customer, we think it’s important to be as transparent as possible.

We want to work closely with you and get under the skin of your organisation from the offset.

From your point of view, this process is designed to set your expectations and ensure you get the most from our partnership. It’s a chance for you to get to know Wahoo Learning and understand the processes we put in place to make a success of your training program.

We want you to benefit as much as possible from working with us and for that to work, it takes input from both parties.

Here we seek to explain our expectations of you as our new customer and how we work through the initial stages and beyond.

Let’s begin…

What You Need To Do

For us to develop a solution that meets the requirements of your organisation, we need to understand who you are training, why you want to train them (what are your overall objectives) and what success looks like to you.

There are some specifics about your organisation that we need to know:

  • Company background and explanation of the internal structure.
  • What are your goals, and how do they fit into your organisation’s overarching business objectives?
  • What does the sales pipeline look like?
  • Who are the key stakeholders?

In terms of your learners, you need to understand and communicate with us the following:

  • Who your target audience is
  • What they need to know
  • What they want to get from the training
  • The skill level they already have

Some other steps must be thought out during the planning stages. They are:

  • Determine what will drive your customers to take the training
  • Will the training program be supported by a larger partner program
  • Is the training accredited?
  • Determine how you will launch your program
  • Establish whether you will charge for the training or take on the budget internally
  • If charging, what price will you charge?
  • Will the training program relate to partner tiers? If so, will discount levels be used in relation to tiers?

In these initial stages, it’s important that you communicate as much with us as possible. As a team, we will be on hand to help you discover any answers you are unsure of.

Our experts are always available to support the launch of your program and can offer advice on how to achieve an efficient launch.

Remember, we are here to work with you. Always reach out if there is anything you need input on.

Additional Information We Need From You

In terms of the project itself, there is some information we need to start to work on our side. This will help us develop a project plan that we can share with you. It will include timelines, tasks and major milestones, to ensure we are on track and you understand how the project is progressing at all times.

  • Let us know who will manage the account on your side.
  • Tell us what domain you would like us to use.
  • Provide us with brand guidelines.
  • Provide us with key deadlines.
  • Transfer any ready-made training materials or details of courses that we will be creating.

Let’s Get Started – How We Kick Off

You should now be clear on the information we need from you to get started. Once our onboarding and introduction meetings have taken place, we will follow this process:

  • Scope of work (SOW) is produced to cover the project specifics.
  • Changes to SOW if necessary.
  • Production of project timeline – exactly what will happen when. Includes dates for the completion of each milestone and exactly what is needed from you and when to ensure they are met.
  • Zoho Connect demo – this will be the main form of communication for sharing documents
  • Next steps. What we need imminently and what we will be getting to work on straight away

We understand that you will likely be juggling your workload. Part of the planning is to ensure that you know exactly what we need from you and when. Nothing should be a surprise.

Throughout the entire partnership, we are always available to answer any questions and offer support when it is needed. That’s what we’re here for.


We want to exceed your expectations. Working together to achieve your training program objectives is what we do. For us to achieve the best possible results, you can expect high levels of communication, especially in the initial stages. We will keep you updated and ensure you know everything that is being achieved along the way.

It’s important that our goals remain aligned and that any changes in direction are documented and linked back to your organisation’s objectives. This will maximise the success of your program and provide the confidence that we are working to accomplish the same end target.

Take the next step in transforming your training program with Wahoo Learning. Speak to the team to learn more about our services and how we can help you achieve your training goals.


Get the latest news

For all the latest news and industry insights simply sign up today - it’s spam free!

Related Posts

You may also enjoy

online exam, choose correct answer in test

How Assessments Can Enhance Your Channel Partner Training Program

Having a bespoke training program in place is essential for channel businesses that want to reach their full potential. But how do you ensure that learners are engaged and taking the information on board?  The effective use of assessments is one of the best strategies you can employ to maximise the ROI of your training program. From maximising learner engagement and tracking knowledge to increasing retention rates and the impact on revenue, there are a wealth of benefits to including assessments in your training program. However, they must be used strategically.

Managing Competitive Pressures to Stay Ahead in a Crowded Marketplace

With manufacturers, distributors, wholesalers and retailers, channel businesses have to manage many moving parts, but this becomes even more difficult when the marketplace is saturated with competitors. When dealing with overcrowding, companies need to understand how they can stand out from the crowd.
how to manage your training programme successfully

A Guide to Managing Your Channel Partner Training Program

A strategic training program requires continuous and consistent management to succeed. Following a step-by-step process will benefit the development of your customers, channel partners and your entire organisation. Highly effective training program management takes time and care, but standing out against the competition and bringing value to your customers and partners will be worth the effort. Whether you’re looking to outsource to a team of experts for support or just reviewing your in-house approach, we’re here to guide you with your training program management every step of the way.
Surreal landscape with a split road and signpost arrows showing two different courses, left and right direction to choose. Road splits in distinct direction ways. Difficult decision, choice concept.

Resolving Misalignment Between Organisational Objectives and Partner Strategy

Here, we look at how partner strategies and organisational objectives can become misaligned, what impact this has on the businesses, and why it is important to realign your strategy and prevent future deviation.
Indian and caucasian business people shake hands start negotiations with partners at boardroom. Staff cheering best employee of month receive praises, gratitude from boss, worker get promotion concept

Getting Decision Makers Onboard with Wahoo Learning

To help you demonstrate the value of partnering with us, here are some practical tips to help support your business case.
Sales performance management concept. Businessman use laptop to analyze data and sales performance. Strategic Decision Making for Operations Management, increase sales and business growth.

The Most Effective Ways to Monitor Channel Partner Performance

An effective channel partner program brings increased revenue along with many other benefits to your business. But what KPIs can you track to accurately monitor the performance of your channel partners, and what strategies can you employ to manage underperformance?

free download

Unlock the Power of Channel Partner Training with Our Comprehensive Beginner’s Guide