Partner Onboarding Journey
From Application to First Sale — in Under Two Weeks
A structured, step-by-step onboarding path ensures every new partner is ready to demo, pitch, and close before they ever speak to a prospect.
Day 0 — Application
Submit Your Partner Application
Complete the 4-step online application (company details, business type, experience, region coverage). Takes under 10 minutes. No documents required at this stage.
Day 1–2 — Review
Application Review & Welcome Call
Our partner team reviews your application within 2 business days. We may schedule a 15-minute welcome call to understand your business and assign you to the right programme tier and account manager.
Day 2–3 — Agreement
Sign the Partner Agreement
Review and sign the BetaSuite Reseller Partner Agreement digitally. This formalises your margin structure, support entitlements, and code of conduct. No upfront fees or minimum commitments.
Day 3–7 — Training
Complete Onboarding Training
Work through the mandatory onboarding modules (Core ERP, POS Fundamentals, HR Overview, Finance Basics). Each module has an assessment. Earn your BetaSuite Partner Certification upon passing all four.
Day 7–10 — Demo
Explore Your Demo Environment
Your dedicated sandbox account is activated with sample data loaded for every module. Your account manager walks you through your first live demo scenario and answers any product questions.
Day 10+ — Selling
Start Selling to Your Clients
You're ready. Your account manager supports your first three prospect calls. BetaSuite's technical team assists with client setup, data migration, and go-live for every client you bring on board.
Training Modules
Structured Certification Training
BetaSuite's partner training programme is broken into focused modules — each covering a specific area of the platform with lessons, walkthroughs, and assessments.
Core ERP Fundamentals
~2 hours · Mandatory
How BetaSuite is structured — companies, branches, users, permissions, modules, and the data flow between them.
- Company and branch setup
- User roles and permission management
- Module configuration and activation
- Navigation and common workflows
POS & Retail Operations
~3 hours · Mandatory
Retail and Restaurant POS — from product setup and payment types to KRA receipt printing, M-Pesa integration, and end-of-day reconciliation.
- Retail POS and Restaurant POS walkthroughs
- M-Pesa STK Push and Till payment
- KRA eTIMS receipt generation
- Daily Z-reading and reconciliation
Inventory & Purchasing
~2 hours · Mandatory
Stock control, GRN process, purchase orders, supplier management, stock transfers between branches, and reorder alerts.
- Item catalogue and variant management
- GRN, purchase orders, returns
- Multi-branch stock transfers
- Stock valuation and audit trail
Finance & Accounting
~2.5 hours · Mandatory
General ledger, chart of accounts, journal entries, bank reconciliation, financial statements, and multi-currency transactions.
- Chart of accounts setup
- AR invoicing, credit notes, receipts
- Bank feeds and reconciliation
- P&L, balance sheet, trial balance
HR & Payroll
~2 hours · Elective
Employee records, attendance and leave, payroll computation, payslips, statutory deductions (PAYE, NHIF, NSSF), and StaffGo mobile app.
- Employee onboarding and profiles
- Attendance, overtime, and leave types
- Payroll run and statutory deductions
- StaffGo mobile clock-in demo
BetaGO Mobile Apps
~1.5 hours · Elective
Overview and demo of all 6 BetaGO apps — MarketGo, RetailGo, TouchGo, DeliveryGo, StaffGo, and FieldGo — and how they extend the ERP to field teams.
- App-by-app feature walkthrough
- Offline mode and sync behaviour
- GPS tracking and geofencing
- Pitching mobile apps to clients
Sales & Implementation Resources
A Complete Toolkit for Every Stage
From the first prospect call through to go-live, BetaSuite provides all the materials you need to sell confidently and implement successfully.
Presentation
BetaSuite Sales Deck
Co-branded PowerPoint deck covering the full platform, key differentiators vs competitors, pricing tiers, and a client ROI section. Editable with your company logo.
Brochure
Module One-Pagers (×12)
One-page PDF summaries for each key module — POS, Inventory, Finance, HR, Fleet, Clinic, Accommodation, etc. Hand these to prospects after a demo or discovery call.
Template
Proposal Template
A professional proposal Word document pre-formatted with BetaSuite and partner branding. Fill in client name, selected modules, pricing, and timeline to produce a polished proposal in under 30 minutes.
Tool
ROI Calculator
An Excel-based ROI calculator you can complete with a client to show their expected savings in stock losses, payroll errors, compliance fines, and manual labour hours.
Guide
Competitive Battle Cards
Side-by-side comparisons of BetaSuite vs common competitors in the East African market — covering features, pricing, local compliance, and mobile capabilities.
Checklist
Go-Live Implementation Checklist
A 60-point go-live checklist covering every step from data migration through to user training, hardware setup, and post-launch support. Keeps your implementations smooth and professional.
Partner Support Channels
Support When You and Your Clients Need It Most
Every partner tier includes access to BetaSuite's support channels. Higher tiers get faster response times and dedicated contacts.
Partner Email Support
A dedicated partner-only support email address. Reach our technical and product team for implementation questions, bug reports, and product guidance.
All tiers — 24hr response
Partner WhatsApp Group
A private WhatsApp group for all BetaSuite partners — share tips, ask quick questions, and hear product announcements direct from the BetaSuite team.
All tiers — community support
Dedicated Account Manager
A named BetaSuite account manager who knows your business, handles renewals, assists with proposals, and escalates technical issues on your behalf.
Silver tier and above
Priority Technical Support
A separate priority support queue for Gold and Platinum partners. Your clients' critical issues jump the queue with a guaranteed 4-hour first response from a BetaSuite engineer.
Gold & Platinum — 4hr SLA