Onboarding & FAQ
Becoming a partner — the steps
- See a live demo. Every partner type starts with understanding what DEX actually does.
- Choose your role(s) and category. Referral, collaborative, implementation — or more than one role — plus the category (Technology, Consulting, Industry) that best describes your organization.
- Clear eligibility review. New partner organizations go through a 3-stage verification process — see Partner Eligibility below.
- Sign a partner agreement. This sets your licensing term (up to 3 years), the role(s) you're approved for, and — for referral partners — your assigned territory and revenue target.
- Get access. You'll be provisioned with the partner CRM, lead forms, marketing collateral, and (for collaborative/implementation partners) sandbox access.
- For implementation partners: complete certification — proof of technical expertise and reference projects — and register on the DEX Time Sheet.
- Start working leads or projects through the CRM, with commission tracked per project.
Partner eligibility & verification
New partner organizations are approved through a sequential 3-stage process — each stage must be cleared before moving to the next:
- Organization review — company profile, team structure, experience, certifications.
- Technical assessment — technology expertise, solution architecture, delivery methodology, previous project reviews.
- Final approval — business verification, technical evaluation, and partnership agreement review.
Frequently asked questions
Is a partner the same as a client? No. A client pays for and uses a DEX-built solution. A partner is licensed to sell, co-deliver, or build DEX projects for clients, and earns commission for doing so.
Can I use my own company name when pitching DEX? Yes. Referral partners can present DEX under their own brand, or reference Colakin/DEX directly — whichever suits the relationship with the prospect.
Can one person or company hold more than one partner role? Yes. Roles stack: referral (8%) + collaborative (14%) + implementation (20%) = up to 42% for a single partner covering the whole project.
What happens if I stop following up on a lead? If a referred lead has no logged activity for 90 days, it's released back into the pool and any other partner can pursue it.
When do I get paid? After the project reaches production and the client has paid — typically net-30 from that point. There are no advances, down payments, or salary-style payments.
Do I need to be a developer to be a partner? No — only the implementation role requires hands-on technical delivery. Referral partners need a network and product familiarity; collaborative partners need domain/product/architecture expertise.
What does "licensing" actually mean for the materials I'm given? It means you can use Colakin's CRM, branding, sandbox, and collateral for the term of your agreement — you don't own them, and access ends if the agreement isn't renewed.
How long does an agreement last? Up to 3 years, depending on the specific contract — covering every project delivered under that agreement, not just one deal.
Is there a minimum sales target? Referral partners are generally expected to work toward a territory target — see Revenue Targets by Region for the specific Year 1 and 3-year figures. Collaborative and implementation partners are evaluated on expertise and certification rather than a sales quota.
Have a question that isn't covered here? Reach out to your regional partner contact, or contact Colakin directly.