Closing the Partnership
Purpose
This is the “close the loop” process: secure written proof, archive it correctly, and log it so the partnership is officially closed and bonus can be processed.
Step 1: Get written proof (required)
You can close with either:
A) Signed contract (DocuSign/PandaDoc)
- Use when the property wants a formal agreement
- Counts for $100 bonus once signed
B) Email confirmation from the property
- Counts for $50 bonus only if the email clearly states we’re approved to start sending clients and nothing else is needed
- An email asking for W9/COI/vendor setup is not final proof
PandaDoc eForm link:
Step 2: Archive the agreement
- Download the email thread or the signed contract
- Rename the file to {{Property Name}}
- Upload into the city subfolder inside Partnerships (Atlanta/Denver/etc.)
Step 3: Log it in the sheet
- Paste the link into “Drive for agreement link” (Contact Tracker tab)
- Update Status to the correct option:
- Partnership Confirmed via Email
- Partnership Signed
- Link in Netvendor/Vendor credentialing is enough
- No written partnership needed (bonus does not apply)
Step 4: Final details (do not skip)
In Notes, add:
- Commission structure
- Special clauses/restrictions (tour attendance, lease length rules, etc.)
Result: this link + status is the certificate that the partnership is closed and the bonus will be processed the following month.
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