Deal Registration

Most channel teams walk partners through deal registration requirements during onboarding webinars or recorded training sessions — covering submission windows, eligible opportunity types, and approval workflows. That works well in the moment, but when a partner is mid-deal and needs to confirm whether an opportunity qualifies for registration, scrubbing through a 45-minute recording is rarely practical.

The challenge with video-only approaches is that deal registration details change. Vendor portals get updated, incentive tiers shift, and submission deadlines vary by program. When that institutional knowledge lives only in recordings, your channel team ends up fielding the same clarifying questions repeatedly — or partners miss registration windows entirely because they couldn't quickly locate the relevant guidance.

Converting those training recordings into structured, searchable documentation changes how partners and internal teams interact with deal registration policies. Instead of rewatching entire sessions, a partner can search directly for "co-op eligibility" or "registration deadline" and land on the exact section they need. You can also keep that documentation current as programs evolve, without scheduling new training calls every time a policy shifts.

If your team manages deal registration training through recorded sessions, turning those videos into living reference documentation is worth exploring.