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    Home»Affiliate»How To Onboard New Affiliates – The Affiliate Guy Matt McWilliams
    Affiliate

    How To Onboard New Affiliates – The Affiliate Guy Matt McWilliams

    steamymarketing_jyqpv8By steamymarketing_jyqpv8September 16, 2025No Comments12 Mins Read
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    How To Onboard New Affiliates - The Affiliate Guy Matt McWilliams
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    So that you’ve acquired some shiny new associates who wish to promote your stuff. Congratulations! Now what? Do you simply ship them a hyperlink and say “determine it out”? Do you dump them into some automated e-mail sequence and hope for the perfect? Or do you flip them into affiliate ROCKSTARS who will transfer heaven and earth to promote your merchandise? In case you picked choice three, you’re in the fitting place.

    How you can Onboard New Associates The RIGHT Means (10 Steps That Really Work)

    So that you’ve acquired some shiny new associates who wish to promote your stuff.

    Congratulations!

    Now what?

    Do you simply ship them a hyperlink and say “determine it out”? Do you dump them into some automated e-mail sequence and hope for the perfect?

    Or do you flip them into affiliate ROCKSTARS who will transfer heaven and earth to promote your merchandise?

    In case you picked choice three, you’re in the fitting place.

    The Distinction Between “Okay” and “AMAZING” Affiliate Onboarding

    Right here’s the factor most individuals get flawed about affiliate onboarding:

    They assume it’s about giving associates entry to stuff. Hyperlinks, banners, perhaps some copy to swipe.

    Incorrect.

    Nice affiliate onboarding is about creating MOMENTUM. It’s about making your new companions really feel like they’re a part of one thing greater. It’s about giving them the whole lot they should succeed AND the motivation to really use it.

    My Buddy Alan’s Wake-Up Name

    Fast story…

    My good friend Alan Thomas got here to me not too long ago. I’d referred some individuals to him as associates for his males’s weight reduction teaching enterprise.

    Alan’s doing properly, however he desires to get his message out to extra individuals. Suppose Mick Jagger and Gene Simmons degree affect…

    So he mentioned to me:

    “Matt, you despatched me all these associates. Thanks. However how can I get them laser-focused on promoting my product?”

    I instructed him I’d share my recipe after which… utterly forgot to do it!

    So Alan, this submit is for you (and anybody else who desires affiliate companions that truly PRODUCE).

    Who This Article Is For

    This information is ideal should you:

    • Simply launched an associates program and wish to do it RIGHT from day one
    • Have associates signing up however they’re not selling (or barely selling)
    • Need to flip common associates into commission-generating machines
    • Are bored with associates who enroll after which disappear into the void

    Backside line: If you would like associates who’re excited, outfitted, and able to promote, preserve studying.

    What’s Your Beginning Level?

    Your affiliate onboarding technique is dependent upon ONE factor:

    What number of new associates are you getting?

    In case your program is model new, you’re most likely averaging one affiliate per day. At that price, you’ll be able to simply hop on the cellphone and welcome them personally.

    However when you’ve got a longtime program? You is perhaps bringing on 10+ new associates day by day. That requires a very totally different technique.

    Once I ran the affiliate packages for Shutterfly and Adidas, we have been getting 300-400 associates per day. Particularly from November 1st via Christmas. It was completely CRAZY.

    There was no manner I might get on the cellphone with that many individuals.

    However for many of you? Private onboarding IS an choice. So do it!

    Most of the methods I’m about to share work for each conditions. However no matter the place you’re ranging from, the bottom line is to “WOW” your new associates.

    Why You Ought to Grow to be an Affiliate Your self

    Right here’s the key to understanding what associates actually need:

    Grow to be an affiliate your self.

    I’m a MUCH higher affiliate supervisor now as a result of I’ve walked in these sneakers. That’s how I discovered that velocity and ease of use are completely vital.

    At all times take a look at issues out of your associates’ perspective. What do THEY need?

    If you’ve personally skilled:

    • Ready days for approval
    • Struggling to search out working affiliate hyperlinks
    • Getting horrible swipe copy that converts nothing
    • Having your questions ignored by affiliate managers

    You’ll NEVER let your associates undergo the identical frustrations.

    The golden rule applies right here: Deal with your associates how you’ll wish to be handled.

    All set? Let’s stroll via the steps for making your associates really feel like they’re an vital a part of your group.

    If you’re able to take your corporation to the subsequent degree and begin an associates program, begin with my free report, Your First 100 Associates. This report takes practically twenty years of expertise, trial and error, and classes discovered about discovering high associates in practically each conceivable area of interest and places all of them into one report. Seize your copy right here!

    10 Steps For Onboarding Associates The RIGHT Means!

    1. Be Ready to Assist Them Set Up (White-Glove Therapy)

    This must be a no brainer, however most individuals screw it up.

    Don’t simply fireplace off a hyperlink and say “go fill this out.” That ticks me off when affiliate managers try this to me. I’m busy. This isn’t an ego factor – I may not have the ability to fill out the shape proper then. I’d neglect about it. 4 days later, I nonetheless may not be signed up.

    That’s YOUR fault because the affiliate supervisor, not mine.

    Keep in mind the golden rule: Deal with your affiliate the way you want to be handled.

    Right here’s what we do as a substitute:

    • WE signal them up
    • WE arrange their account
    • WE get them their hyperlinks
    • WE assist them with the tech stuff

    Do we now have to? Nope! Does it make an enormous distinction in how they understand us? You guess!

    PRO TIP: Don’t use your foremost e-mail system (ConvertKit, Infusionsoft, and many others.) for affiliate updates. In the event that they unsubscribe out of your foremost record, they’ll additionally unsubscribe from affiliate updates. Use a device like GMass as a substitute and e-mail via a spreadsheet.

     

    Now, should you’ve acquired 300,000 associates like we had at Shutterfly and Adidas, you’ll be able to’t try this in a managed manner.

    Backside line: you want to add them to no matter database you’re utilizing along with your common system.

    2) It’s good to ship them a welcome message.

    Who doesn’t like a heat, inviting welcome?

    The hot button is making new associates FEEL such as you’re genuinely glad they’re a part of your program.

    Skip the corporate-speak method: “Pricey Sir. Thanks for being part of our associates program. We’re honored and humbled.”

    Actually? I might write a whole article critiquing so-called “welcome” emails that affiliate managers ship.

    Make your welcome message really FEEL like one. Take into consideration the way you’d welcome somebody into your house.

    3. Equip Them with SUCCESS Instruments

    I’ve written an total article on what associates have to succeed (and I extremely suggest checking that out) however should you don’t learn the article, no less than know that the #1 device associates want is SWIPE COPY!

    They want copy they’ll use for each a part of your promotion. And please… rent a copywriter who can write it objectively. You’re too near the product to be goal.

    Your swipe copy should embody:

    • Pictures they could want
    • Totally different variations for various goal audiences
    • Quick 300-word emails AND longer 1,000-word emails
    • Blurbs for newsletters
    • Clear directions that swipe copy is a GUIDE ONLY

    Educate your associates: Don’t simply copy and paste. Make it private. Use the swipe copy as a place to begin, not the ultimate vacation spot.

    In any other case, you’ll have 100 associates all sending an identical emails. That’s a catastrophe.

    4. Construct Affiliate Relationships (Know Them Like Household)

    A lot success in enterprise depends on nurturing relationships. LEARN about your associates. Get to know them. Go to their web sites and analysis their promotional strategies.

    Once I assume again to my early associates, I can nonetheless title them. I can nonetheless let you know tales about them.

    Hold a database with:

    • Spouses’ and kids’s names
    • What sports activities their children play
    • The place they stay
    • Their most well-liked communication fashion

    In case you’re speaking to an affiliate for the fifth time, you shouldn’t should be reminded what a part of the nation they stay in or in the event that they’re married. You must KNOW them.

    5. Study How They Wish to Talk

    It’s good to uncover their most well-liked communication technique.

    I work with associates who ONLY use WhatsApp. So I exploit WhatsApp when speaking with them. Others want Skype, Voxer, e-mail, textual content, cellphone calls, Fb DMs, or Instagram DMs.

    The best technique to discover out? Simply ask them. Do a fast survey.

    If you talk via their most well-liked channel, you’ll get higher responses. And higher responses profit everybody.

    6. Make Certain They Perceive the Fundamentals

    Your associates have to know the basics:

    Program Guidelines:

    • What they’re allowed to do (and NOT allowed to do)
    • Fee buildings and any nuances
    • Particular fee charges (like 50% on core gross sales, 30% on memberships)

    Unsure what fee construction to make use of? Take a look at this podcast episode to study!

    Merchandise and Pricing:

    • All product particulars and value ranges
    • This helps them market higher and reduces questions later

    Essential Dates:

    • When the launch begins
    • When promotion ought to start (typically 10+ days earlier than launch)
    • When the warm-up interval begins

    Fee Particulars:

    • The way you pay (month-to-month, internet 30, and many others.)
    • If you pay (fifteenth of the month, and many others.)
    • Fee strategies

    Bonuses and Contests:

    • What bonuses can be found
    • How you can contact you (give them no less than two methods past e-mail)

    7. Get on a Technique Name with Them

    Among the best issues you are able to do to get your associates to advertise early and mail extra is to create a private promotion plan with them.

    Meet with them one-on-one BEFORE the promotion and craft a customized plan. We really name it a COMMITMENT plan. If you invoke the rules of dedication and consistency, individuals comply with via.

    Normally, once we get them to decide to a plan, they comply with do no less than just a few further emails past what they initially deliberate.

    This works finest when:

    • Your associates program is smaller
    • You’re solely choosing up just a few associates
    • You’ll be able to stretch it to your high 20-30 over time

    Can’t do particular person calls? Do them a couple of times per week in small teams. Everybody who signed up that week will get collectively for a gaggle promotion planning session.

    You will get the EXACT template we use to get associates to mail extra right here.

    8. Use a Fast Begin Information to Onboard Individuals

    Put collectively a brief doc that will get individuals going FAST.

    Hold it to about two pages. If it goes to a 3rd web page, that’s effective, however don’t go loopy.

    Your fast begin information ought to reply:

    • How do I get my hyperlinks?
    • How do I create customized hyperlinks?
    • How do I discover swipe copy?
    • How do I discover pictures?
    • How do I entry my stats?
    • How do I log in?
    • How do I contact you?
    • What are the essential no-nos?
    • What’s working for different associates?
    • What are the mailing plans?
    • What’s the fee construction?

    When all of the need-to-know data is in a single spot, associates can discover what they’re in search of immediately.

    Get my #1 affiliate recruiting e-mail (the one I’ve personally used to recruit hundreds of associates in dozens of niches). Seize your copy right here!

    9. Assist Associates Get Their First Sale Rapidly

    You need an affiliate to make their first sale ASAP.

    Clearly, should you’re launching in April and it’s January, you’ll be able to’t actually assist them there. But when it’s an everyday program, use an incentive to get them on the board.

    Instance affords:

    • “Make your first sale inside 10 days and I’ll provide you with 100% fee”
    • “Make three gross sales in your first month and I’ll provide you with a $1,000 bonus”

    I don’t thoughts dropping cash on the primary few gross sales. It will get them going and builds momentum.

    You wish to give them a low barrier to allow them to achieve momentum. You probably have sufficient associates, it really prices you much less cash per affiliate, however creates fast-moving motion.

    10. Make It Clear That You Are There to Assist

    In at the moment’s impersonal world, there are many alternatives to point out you’re somebody who “goes the additional mile.”

    And it’s not onerous to do.

    Not solely that, it’s the RIGHT factor to do when working with associates who may also help you succeed.

    Right here’s how:

    • Be accessible via a number of communication channels
    • Reply to emails shortly
    • SHOW them you’re there to assist via your actions
    • Be consistently looking out for methods to serve them
    • Make it abundantly clear that you’re there to serve

    Keep in mind: Your associates will respect being handled just like the valued companions they’re.

    Questions?

    Textual content me anytime at (260) 217-4619.

    Or…try a few of my free studies that will help you get heading in the right direction:

    Affiliate Affiliates Guy Matt McWilliams Onboard
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