Partner Onboarding Checklist

Setting Up a New Partner

When a new link exchange partner is confirmed, follow this checklist to ensure a smooth start and clear expectations on both sides.

Pre-Exchange Setup

• Verify partner’s domain metrics (DR, traffic, spam score)
• Confirm the partner contact person’s name, email, and preferred communication channel
• Add the partner to your CRM or Linkorite partner database
• Assign a partner quality score based on your qualification criteria

Agreement Phase

• Confirm the specific pages for link placement (both sides)
• Agree on anchor text for each link
• Specify link attributes (dofollow, placement within content)
• Set a timeline for link placement (typically 7-14 days)
• Document all agreed terms in writing (email or shared document)

Link Placement Phase

• Place your outbound link according to the agreed terms
• Notify the partner that your link is live with the URL
• Request confirmation when their link is placed
• Verify their link placement within 48 hours using your verification checklist

Post-Placement Setup

• Add both links to your monitoring system in Linkorite
• Schedule the first follow-up check for 7 days after placement
• Set up recurring monthly monitoring for the exchange
• Add the partner to your quarterly review list
• Send a thank-you message and express openness to future collaborations

Documentation

• Record the exchange details: dates, URLs, anchor text, contact info
• Save any email or Slack conversation threads related to the agreement
• Note any special conditions or future commitments discussed