How to process a Corporate Partnership

Procedure for processing Corporate Partnerships:

New Corporate Partners:

  1. Signed agreement is received and sent to Sr. Director, Business Development and Sales 
  2. Sr. Director forwards to CR Administrator for processing 
  3. CR Administrator enters account information into AMS system and generates invoice.
  4. CR Administrator provides introduction email and invoice to assigned Account Manager. 
  5. Account Manager sends welcome and introduction email to account with invoice attached. 
  6. Account manager works with account to make sure they begin to receive all benefits. 
  7. Sr. Director of Business Development and Sales will make an introduction email to the Regional and Chapter leadership for better assimilation into the HBA.
  8. Account Manager provides midyear and annual reviews of partnership.

Renewing Corporate Partners:

  1. Signed agreement is received and sent to assigned Account Manager  
  2. Account Manager forwards to CR Administrator for Processing. 
  3. CR administrator will enter renewal into system at appropriate partnership level and generate invoice. 
  4. CR Administrator will send invoice to Account Manager. 
  5. Account Manager will provide company with invoice and begin to work with account in fulfillment of benefits. 
  6. Account Manager provides midyear and annual reviews of partnership.