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Partner onboarding checklist: from signup to first customer in two weeks

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17 February 2026
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You want to expand your portfolio, but not with solutions that cost time or burden your team. The barrier to starting with a new tool is rarely technical. It's about the question: how much hassle will this cause? In this article, Thomas Werkhoven, director of Exsion365, shares a concrete checklist showing how you can help your first customer and start earning within two weeks.

Why partners hesitate

Partners want to know exactly what they need to do, how much time it takes, and when they can expect their first revenue. That uncertainty is the real barrier, not the technology. Many partners assume reporting is complex and that their team will lose time answering customer questions.

At Exsion365, we've designed the process so you stay in control while we do most of the work. No lengthy projects, no new processes. No upfront investment, no minimum purchase, no commitment. You only earn when the customer pays.

The checklist: from start to revenue

Week 1: Preparation

Day 1: Sign up as a partner

Register through our partner portal. No contract negotiations, no legal hassle. You'll have access within one business day.

Day 2-3: Identify your first customer

Choose an existing Business Central customer showing these signs: an Excel export jungle, slow month-end closes, or management wanting more frequent insights. That customer is your starting point.

Day 4-5: Schedule introduction call

We'll handle the call with your customer. You don't need to be a product expert. We explain what Exsion Reporting does and answer technical questions.

Week 2: Customer goes live

Day 6-7: Activate trial license

Your customer activates the 60-day free trial. Installation takes five minutes. No IT required, no implementation project. That makes it easy for you to explain in your own sales conversations.

Day 8-10: Build the first report together

We build the first report together with your customer. Free of charge. No cost to you or your customer. The customer sees immediate results and understands the value.

Day 11-14: Customer works independently

Your customer continues working on their own. Questions? They come to us, not you. We handle support. Updates are automatic.

A construction sector partner went from signup to first paying customer in 11 days. Without any consultancy time.

What this means for you

After 60 days, the paid license starts. Your customer pays Exsion directly. You receive 25% recurring margin per month without lifting a finger. Customer stops? The license stops. No risk, no upfront financing.

At 4PS, this model has been working for years. They offer Exsion Reporting with their Business Central implementations. Their customers often start the same day. Support comes to us, not them. They earn monthly without deploying consultants, pure margin, without logging hours.

Why every step feels light

The difference with other tools is in how work is divided. With most reporting solutions, implementation, training, and support land on your plate. At Exsion365, we handle that. Your role is simple: introduce the right customer. We take care of the rest.

Because Exsion runs entirely in Excel, no training is needed. Customers work in an environment they know. That saves you support tickets and frustration.

You stay in control

You decide which customers to introduce and when. You can see exactly which customers are active and what your margin is in the partner portal. When a customer scales up, you see it immediately. You don't need to track anything.

Want to experience how Exsion Reporting works first? That's possible. We'll give you access so you know the product before you offer it. No obligations.

Two weeks, first revenue

The checklist shows that starting with Exsion Reporting isn't a project. It's a decision you can make today that delivers results within two weeks. No investment proposal, no approval rounds. Just happy customers and monthly earnings for you.

Want to know more?

Schedule a short call, and we'll walk through the checklist together and identify which customer will be your starting point.