PATH TO WORK — Provider Onboarding Checklist
Use this checklist every time you onboard a new partner — community partner or sales rep. Tags show which steps apply to each track. Print a copy and check items off as you go.
ALL Both tracks
COMMUNITY Community Partner only
REP Sales Rep only
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🔍 PHASE 1 — Identify & Vet
  • Identify the potential partner and confirm they have access to your target population
    Parole officers, VSO commanders, pastors, disability org directors, freelancers, influencers, etc.
    ALL
  • Determine the correct track: Community Partner (org/leader) or Sales Rep (individual affiliate)
    If the person has authority over the people they'd refer, route to Community Partner / org level, not individual commission.
    ALL
  • Confirm no conflict of interest (employee referring their own clients for personal pay → route to org-level instead)
    Parole officers, caseworkers, counselors should be signed up as Community Partners at the org level — not for personal commission.
    REP
📨 PHASE 2 — Outreach & Agreement
  • Send intro email with pitch deck attached
    Use the "Organization Outreach" email template from pathtowork-emails.html
    ALL
  • Send the correct agreement for their track
    Community Partner → pathtowork-partner-agreement.docx / .pdf  |  Sales Rep → pathtowork-affiliate-agreement.docx / .pdf
    ALL
  • Receive signed agreement back and save a copy
    ALL
🔐 PHASE 3 — Access & Activation
  • Assign correct access code for their track
    Community: PTW-PILOT-2026 / PTW-VSO-2026 / PTW-CHURCH-2026 / PTW-COUNTY-2026  |  Rep: PTW-REP-00001 etc.
    ALL
  • Send Partner Portal URL + access code via secure channel (email or text — not social media DM)
    Portal URL: https://pathtowork.org/pathtowork-partner.html
    ALL
  • For Sales Reps: confirm their unique Rep Code (PTW-REP-XXXXX) and referral link
    Referral link format: https://pathtowork.org/?ref=PTW-REP-XXXXX
    REP
  • Add partner to Dashboard → Partners tab (correct sub-tab: Community or Sales Rep)
    ALL
📞 PHASE 4 — Follow-Up & Tracking
  • Send welcome email confirming Portal access, referral link, and materials
    ALL
  • Set a 30-day reminder to check in (calendar event or phone reminder)
    ALL
  • Log first referral in Dashboard when received from this partner
    ALL
  • Schedule mid-pilot (45-day) check-in call
    ALL
  • Review 90-day outcomes: referral count, feedback, renewal decision
    ALL
  • For Sales Reps: verify FTC disclosure is present on any public posts they've made
    REP
📝 Notes
PATH TO WORK — Community Partner Checklist
Welcome to the Path To Work Community Partner Pilot. Use this checklist to stay on track during your 90-day pilot. Questions? Email pathtoworkadmin@gmail.com anytime.
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🚀 GETTING STARTED
  • Sign and return your Sales Partner Pilot Agreement to pathtoworkadmin@gmail.com
    Keep a copy for your records. Agreement covers confidentiality, referral terms, and future compensation structure.
  • Log into the Partner Portal with your access code
    URL: https://pathtowork.org/pathtowork-partner.html — Your code was provided by pathtoworkadmin@gmail.com. Keep it private.
  • Save your referral link and bookmark the portal
  • Download and review the outreach materials (flyer, pitch deck, email templates)
👥 MAKING REFERRALS
  • Identify 5–10 individuals in your network who could benefit from Path To Work
    Veterans, returning citizens, justice-involved youth, people with disabilities, disconnected youth, career changers
  • Use one of the pre-approved scripts to introduce Path To Work
    Scripts are in the Partner Portal under "How to Talk About Path To Work." Don't modify core claims.
  • Share your referral link or the live platform: pathtowork.org
  • Submit your first referral through the Partner Portal → "Submit a Referral"
  • Log all referrals as they happen (don't batch — log each one)
    Portal → Submit a Referral, or email pathtoworkadmin@gmail.com with name + details
🏢 ORGANIZATIONAL REFERRALS (optional)
  • Identify one organization in your network that serves your target population
    A nonprofit, employer, probation office, church, school, or workforce dev center
  • Use the "Decision Maker Outreach" script to introduce Path To Work to an org leader
  • Connect the org leader to pathtoworkadmin@gmail.com for a follow-up conversation or demo
📞 FOLLOW-UP & CHECK-IN
  • Schedule your mid-pilot check-in call with the Provider
    Email pathtoworkadmin@gmail.com to set up a 15–20 minute call around Day 45
  • Share feedback from your referred individuals (what they said, what worked, what didn't)
  • Reach the 5-referral goal by end of pilot (Day 90)
  • Discuss pilot renewal and post-pilot compensation terms
📝 Your Notes
Path To Work — pathtowork.org — pathtoworkadmin@gmail.com — © 2026. CONFIDENTIAL.
PATH TO WORK — Sales Rep Checklist (Affiliate Track)
You're part of the Path To Work Affiliate Sales Track. This checklist covers everything from signing your agreement to hitting your referral goal. Important: FTC law requires you to disclose your affiliate relationship whenever you promote Path To Work publicly. See Step 3.
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🚀 STEP 1 — GET SET UP
  • Sign and return your Individual Sales Representative Agreement to pathtoworkadmin@gmail.com
    Use pathtowork-affiliate-agreement.docx or .pdf. Fill in your name, type, and rep code, then email signed copy back.
  • Confirm your unique Rep Code with the Provider
    Format: PTW-REP-XXXXX. Your Rep Code identifies all your referrals. Protect it — don't share with other reps.
  • Log into the Partner Portal with your access code and bookmark it
    URL: https://pathtowork.org/pathtowork-partner.html
  • Save your referral link somewhere you'll always have it
    Format: https://pathtowork.org/?ref=PTW-REP-XXXXX
⚠️ STEP 2 — FTC DISCLOSURE (REQUIRED BY LAW)
  • Add a disclosure to every public post or promotion — no exceptions
    Use this exact language or similar: "I'm an affiliate of Path To Work and may receive compensation if you sign up through my link."
  • Disclosure must be visible — not buried, not hidden in settings, not only in a bio link
    It must appear at or near the top of the promotional content, before the referral link.
  • Do NOT make income claims ("I made $X promoting this") — you are not yet earning commission
  • Do NOT promise specific outcomes to referred participants ("This will get you a job")
    Stick to the pre-approved scripts in the Partner Portal. Path To Work is a career navigation tool, not a job placement service.
📣 STEP 3 — START REFERRING
  • Download and review outreach materials (pitch deck, email templates) from the Partner Portal
  • Use only the pre-approved scripts — do not modify core claims about the platform
    Scripts are in the Portal under "How to Talk About Path To Work." Script 4 is your social media script with FTC language built in.
  • Share your referral link in your posts, emails, DMs, texts — everywhere your audience is
  • Submit your first referral through the Partner Portal within 30 days
    Goal: 3 referrals in 30 days, 10 in 90 days. Each referral logged = a credit toward your compensation tier.
  • Log every referral as you go — Portal → Submit a Referral, or email pathtoworkadmin@gmail.com
💰 COMPENSATION TIERS (POST-PILOT PREVIEW)
Tier Monthly Conversions Payout (Illustrative) Bonus
🌱 Starter 1–5 / mo $10–$25 per paid user —
🔥 Active Rep 6–15 / mo $25–$50 per paid user Quarterly
⭐ Top Producer 16–30 / mo $50–$75 per paid user Annual + co-brand
🏆 Elite 31+ / mo $75–$100 per paid user Revenue share

Pilot phase is volunteer-based. Compensation is post-pilot, subject to revenue readiness. All pilot referrals will be credited retroactively.

📞 STEP 4 — MONTHLY CHECK-IN
  • Email pathtoworkadmin@gmail.com monthly with your referral count and any feedback
  • Schedule your mid-pilot (Day 45) check-in call
  • Reach 10-referral goal by Day 90
  • Discuss formal affiliate agreement and compensation terms at end of pilot
📝 My Info
Path To Work — pathtowork.org — pathtoworkadmin@gmail.com — © 2026. CONFIDENTIAL — Affiliate Track.