COO guide: Capture verified affiliate leads and outreach

COOs see affiliate signups buried in inboxes, delaying onboarding. It captures signed affiliates, kicks off ID checks, and routes verified opt-ins to sales and operations for follow-up.

Overview

Affiliate partnerships slip when signed agreements sit unprocessed. This workflow captures every completed agreement, starts identity checks, and routes verified opt-ins to CRM—eliminating onboarding delays and giving sales and ops a clear follow-up path.

Notable Features

Capture signed affiliate contact details
Initiate identity verification flow
Route verified opt-ins to CRM