Training and certification
Onboard, train and certify partners. AI drafts the course.
Describe what partners should learn and attach the documents you already have. Partner.io proposes the outline, writes the lessons and questions, and illustrates them. Partners take the course in your portal and earn a verifiable certificate when they pass.
Untrained partners refer the wrong customers, or none at all
A partner who does not know your ideal customer, your pricing or what a good lead looks like will either send you noise or stay quiet. Training fixes that, but building it has meant a separate LMS, a spreadsheet to track completion, and a deck nobody updates.
Courses live inside the portal partners already use. Progress and scores are tracked per learner, stuck partners are visible, and passing can award a badge, move a tier or pay a reward automatically.
Course editor. A new course. Brief Hudson in a sentence and it proposes the outline, writes the lessons and questions, and illustrates them while the publish checklist fills in.
Partner onboarding
SavedPreviewPublish Course
Draft0 modules · 0 lessonsUntitled courseAdd a short descriptionCertification BadgeCertified partner
Ready to publish0 of 4
- Give the course a title
- Add a description
- Add a cover image
- Add a module with at least one lesson
Add to your course with Hudson
Describe a module or attach documents and Hudson will draft it for you.
Describe a module to add to this course...
Partner playbook 2026.pdf
PDF · DOCX · URLs
Enter to generate · Shift + Enter for a new line
Generate a partner onboarding trainingCreate a course explaining my productExplain our tiers and rewards
Modules 0
No modules yetDescribe one above, or add a module and build it yourself.
Add ModuleBuilding a course
From a brief to a published course. Courses live under Engagement Hub. The first one most teams build is partner onboarding.
- [01]Brief the AI, or start blankDescribe the course in a sentence and attach up to 20 source files: decks, PDFs, documents, recordings. Hudson, the assistant inside the editor, proposes an outline of modules and lessons for you to accept, then writes the lesson content, questions and illustrations. Or create a blank course and build it yourself.
- [02]Shape the modules and lessonsReorder, rename and rewrite in a document-style editor with images, video and PDFs. Add single-choice, multiple-choice, missing-word, ordering and numeric questions with points per answer. Ask the assistant to draft, edit or comment on any lesson, and it keeps working from your files.
- [03]Set the score to continueEach lesson with questions has a score partners need to move on: 70% of its points by default, or a pass mark you set for the whole course. Partners can retry as often as they need and their best attempt counts, so nobody is locked out of finishing.
- [04]Choose who sees it, then publishMake the course visible to every partner or only the partners you invite, turn on a guest link for prospects, and attach a certification badge. A checklist shows what is left before Publish is allowed: a title, a description, a cover and at least one lesson. Edits after publishing stay private until you publish again.
- [05]Track learners and reward completionSee who has enrolled, completed and certified, the average score and the median time. Stuck partners are flagged after repeated failed attempts; send a reminder to everyone unfinished, or reset, release or grant completion from the row. Passing awards the badge, and a Course completed perk or a Flow can pay a commission, send a gift card or start a follow-up.
Questions
Lessons that check understanding. Every lesson can end with questions.
Single choice, multiple choice, missing words, ordering and numeric answers each carry points, and multiple-choice is scored per option rather than all or nothing. Answers are confirmed as soon as they are submitted; the key to a wrong answer is held back until the course is complete so retries stay honest.
- A score to continue on each scored lesson, in points
- Unlimited retries, best attempt counts
- Course score is the average across scored lessons
A contact downloaded a whitepaper but has no budget or timeline. What should the partner do?Question 1 of 2
- Refer it now so it is on record
- Nurture it and refer once there is a project and a budget
- Register it as a deal
- Send it to support
2 points · your best attempt countsCorrect
Certificates
Proof partners can share. Passing issues a certificate with your logo and the badge current at the time.
It downloads as a PDF, adds to a LinkedIn profile in one click, and has a public verification page anyone can open. Badges themselves live on the partner's profile and can drive tiers, perks and Flows.
- Downloadable PDF, add to LinkedIn in one click, and a public verification page
- Certificates keep the badge they were issued with, even if you change it later
- A Certifications tab in the portal collects everything a partner has earned
Course completePassed · 92%
Congratulations, Priya!
You've earned the Certified partner badge by completing Partner onboarding.
Acme Software
Certificate of completion
Awarded to
Priya Raman
For successfully completing
Partner onboarding
Certified partner16 September 2026 · Certificate 7Q4K-2M9A
Download PDF Add to LinkedIn
Guest link
Train prospects and customers, not only partners. Turn on the guest link and share the public course page.
Guests start with a name and email, receive a resume link by email so they can come back later, and earn a certificate on passing. The completion page invites them to become a partner. You can rotate the link at any time to close old sessions.
- Public course page with your cover, outline and certification
- Guests are tracked separately and get no partner rewards
- A signed-in partner is offered to continue on their own enrolment instead
Start as a guest
No account needed, just tell us who you are.
Start course We'll email you a link so you can resume this course later.
Finished? Join as a partner to keep learning and unlock more.Become a partner
Source files
Give the AI your real material. Attach the decks, PDFs and recordings you already have to a course.
Hudson drafts from them when your brief names them, and never pulls a file into a course you did not ask for. Lessons themselves can carry images, PDFs and video.
- Up to 20 source files per course, 50 MB each
- Images and PDFs in lessons up to 100 MB, video up to 500 MB
- Files stay private to your company
Course files3 of 20
- Partner playbook 2026.pdfPDF · 2.1 MB
- Pricing and packaging.pptxSlides · 8.4 MB
- Product demo recording.mp4Video · 212 MB
Attached to a brief only when you name it, so nothing leaks between courses.
“We're not just seeing more referrals, we're seeing better ones. The quality, the consistency, the visibility. It's all gone up since we moved to Partner.io.”
FAQ
Questions about this capability
- How do partners get a course?
- Publish it. A course set to All partners appears under Training in every partner's portal. Set it to Invited only and just the partners you invite see it; they get an email and a portal notification. Switching visibility never removes anyone already enrolled.
- What does the AI use?
- Your brief, the documents you attach to the course, and your program's context. Hudson, the assistant in the editor, proposes an outline of modules and lessons first. Nothing is written until you accept it, and everything it produces is editable.
- Can I require a passing score?
- Yes. Every lesson with questions has a score to continue: 70% of its points by default, or the pass mark you set for the course. Partners can retry without limit and their best attempt counts. The course score is the average of each scored lesson's best attempt.
- Can people who are not partners take a course?
- Yes. Turn on the guest link. Guests enter a name and email, get a resume link by email, and on passing earn a certificate they can add to LinkedIn. Guests do not receive badges or partner rewards, and the page ends with an invitation to become a partner.
- Can a certificate be verified?
- Yes. Every certificate has a public verification page showing the learner, course, score, completion date and your logo, so anyone with the link can check it.
- What happens when I edit a published course?
- Partners keep seeing the last published version until you publish the changes. A learner's progress is pinned to the outline they completed, so restructuring a course never disturbs their record.
- Is training on my plan?
- Courses are enabled per account on plans that include training. If you do not see Courses under Engagement Hub, ask us to switch it on.
Platform
Every part of the program, in one system. Pick up where this page leaves off.
- [01]Partner portalWhere partners find their next step, their leads and what they have earned.
- [02]Leads & deal registrationSee where every referred lead and registered deal stands, synced with your CRM.
- [03]Tiers, commissions & payoutsKnow what is owed, approve it, and pay it through Stripe.
- [04]Training & certificationAI-drafted courses with scored lessons, badges and verifiable certificates, inside the portal.
- [05]AutomationFollow-ups and approvals that run on rules you set once.
- [06]Deal Surround & Partner DiscoveryFind the partner who can open a target account, and new partners worth recruiting.
- [07]Engagement HubAnnouncements, newsletters, events, surveys and a Partner Room for agreements, material and assets.
- [08]IntegrationsHubSpot, Pipedrive, Salesforce, Slack, Shopify, Stripe, Claude, ChatGPT, API and MCP.