Onboarding

Your First 30 Days as a Petronella MSP Partner

Whether you are evaluating the program or have already purchased, this page walks you through every step from tier selection through your first client engagement. Petronella Technology Group designed the onboarding process to get you productive fast with minimal friction.

Five Steps to Your First Engagement

The onboarding process is the same structure for every tier. What differs is delivery speed - Tier 1 Stack members are productive within minutes of checkout. Fleet and Council members go through a scoping or application phase first.

1

Choose Your Tier

Review the four tiers and select the one that matches where your MSP is right now. Most partners start with one tier and add others as the relationship develops. Tiers are independent - there are no prerequisites or cross-credits.

Not sure which tier fits? The pricing comparison page includes a decision guide with qualifying questions for each tier.

2

Complete Your Purchase or Application

What happens next depends on your tier:

  • Tier 1 Stack: Click the Stripe Payment Link and check out. You receive a confirmation email with LMS login credentials and Circle.so community access within minutes. No call required.
  • Tier 2 Fleet: Book a free 15-minute Discovery Call. We qualify scope, recommend a prototyping sub-tier, and send the Stripe Payment Link only after the call. No payment before scoping.
  • Tier 3 Council: Submit the application form. Our team reviews against the partner profile. Qualified applicants receive a calendar link for a 15-minute fit call with Craig Petronella. Accepted members receive the Stripe checkout link with charter pricing (From $45K/yr for the first 12 seats).
  • Tier 4 Strategic: Submit the application form. Minimum $8M revenue, 30%+ regulated-client mix, owner-operator in business. Craig conducts a 60-minute discovery call. If mutual fit, you receive the 3-option engagement letter.

All Stripe checkouts require a confirmation checkbox acknowledging that all fees are non-refundable and no outcome guarantees are made.

3

Access Your Resources

Once payment clears, you receive access to the resources included in your tier:

  • LMS login - CMMC Bootcamp (67 lessons), 39-Layer curriculum (54 lessons), and template library available under the "Partner Program" category in the Training Academy. Tier 1, Tier 3, and Tier 4 members receive access.
  • Template library - SSP starters, POA&M templates, compliance one-pagers, and n8n automation templates. Downloaded directly from the LMS or community file library.
  • Circle.so community - Join the partner workspace for peer discussion, deal-flow channel, and weekly roundtable scheduling. Invitation link arrives in your confirmation email.
  • Shared Slack or email channel - For Fleet and Strategic engagements, we set up a dedicated communication channel within 24 hours of payment.
4

Attend Your First Deal Desk or Briefing

Every partner tier includes a structured way to get oriented and start building relationships:

  • Tier 1 Stack: Join the next monthly Regulated Deal Desk group call. This is a peer-led session where partners discuss active pipeline opportunities and share approaches. Craig guests quarterly. Recordings are archived for members who cannot attend live.
  • Tier 2 Fleet: Your dedicated engagement begins with a technical kickoff call where the Petronella engineering team reviews the scope, timeline, and communication cadence for your prototyping project.
  • Tier 3 Council: Start the 12-week async onboarding curriculum beginning with Week 1 (Kickoff + ICP definition). Weekly peer roundtables in Circle begin immediately - these are peer-led with Blake Rea moderating initially.
  • Tier 4 Strategic: Onboarding begins with the capability assessment and the scheduling of your first quarterly coaching session, and your included Operator Council seat activates with the engagement.
5

Your First Client Engagement

The goal of onboarding is to get you delivering regulated-SMB value to your clients as fast as possible. Here is how that works at each tier:

  • Stack members use the curriculum and templates to position compliance and private AI services to their existing clients. The Deal Desk group is the place to pressure-test your approach before presenting to the client.
  • Fleet members receive the prototyping deliverables (working prototype, architecture doc, BOM, compliance memo) within 2-8 weeks depending on the sub-tier. You then procure hardware direct from any vendor and schedule Petronella for deployment.
  • Council members leverage the peer network and curriculum to identify their first regulated-SMB engagement. The automated deal-flow channel surfaces referral opportunities from other Council members.
  • Strategic partners work with the full Petronella capability stack from day one. The team delivers engineering, compliance, and AI services under your direction while Craig provides quarterly strategic coaching.

For Fleet Buyers - What We Need From You

Fleet prototyping engagements run on a tight timeline. The faster you provide these items, the faster we deliver your prototype.

Before Prototyping Begins

  • Use case brief - A one-page description of the client workload you want to prototype. What models, what data, what compliance framework applies.
  • Client NDA - If the end-client requires confidentiality beyond our standard mutual NDA, provide it before the kickoff call.
  • Infrastructure survey - Current network topology, firewall rules, compliance posture, and any existing AI/ML tooling at the client site.

What You Get Back

  • Working prototype running on the Petronella fleet
  • Architecture document with deployment specifications
  • Bill-of-materials (BOM) for hardware procurement
  • Compliance memo mapping the prototype to the applicable framework (CMMC L2, HIPAA, NIST 800-171)
  • Runbook for your MSP engineering team
  • Managed-service recommendation with scope and pricing

Prototyping timeline: 2-3 weeks (PoC Lite), 4-6 weeks (Fleet Prototype and Compliance-Aware), 6-8 weeks (Production-Ready). See full Fleet details.

For Council Members - Cohort Onboarding

The Operator Council runs on an async-first model. Here is what the first 12 weeks look like:

  • Weeks 1-2: Kickoff and ICP definition. Pre-recorded Craig content plus worksheets delivered through the LMS.
  • Weeks 3-6: Core frameworks - 39-Layer, CMMC L2 gap assessment, HIPAA playbooks. Remixed from existing Training Academy content for the MSP-owner audience.
  • Weeks 7-8: Private AI service design and deployment SOW structure. Pre-recorded fleet walkthrough plus guest expert recordings.
  • Weeks 9-10: Forensics-ready IR and expert-witness positioning. Craig signature content.
  • Weeks 11-12: Marketing, sales, and peer action-plan roundtable. Peer-led with Blake moderating.

After Week 12, you roll into ongoing alumni participation: monthly live Craig Q&A, weekly peer roundtables, quarterly outside-expert sessions, automated P&L benchmarking, and the deal-flow channel. See full Council details.

The Free Path: Onboarding as a Petronella Partner

The four paid tiers are one way in. The primary way in is the free Petronella Partner agreement: $0 to join, nothing to buy, and you choose per deal whether to refer the client or sell our services under your own brand. This is how onboarding runs on that path, step by step.

1

Send the one-form application

The partner application is the same single form for every path, including Petronella Partner. Choose Petronella Partner when asked which program interests you, and indicate referral, white label, or both. There is no fee at any point in the application, and nothing to buy.

2

Fit review within two business days

Our team reviews every application within two business days. The review is looking for the same thing on every application: an MSP whose client base and service lines line up with something Petronella Technology Group, Inc. actually delivers. You do not need a specific client deal in hand to be approved as a Petronella Partner.

3

Sign the Partner Agreement

If it is a fit, we send the Partner Agreement for electronic signature. You elect referral, white label, or both when you sign. The agreement runs for one year and renews automatically unless either side gives 30 days' notice, and it is non-exclusive for both sides. Read the white-label protection clause when you review it: Petronella does not knowingly solicit a white-label client to replace you for the same services during the agreement and for 24 months after it ends, and the agreement lists the exceptions.

4

Register your first deal

When you have a client opportunity, register it with us. We approve or decline a deal registration within five business days. An approved registration protects the opportunity for 90 days and can be renewed while the deal is active. On referral, the client must sign with us within six months of the approved registration. Register before you quote the deal, not after, so the protection window covers your sales cycle.

5

Understand how you get paid

On referral you earn 10% of the services revenue we receive from the client during the first 12 months of the client's agreement. Fees for work our team performs count; hardware, third-party licenses, platform and pass-through costs do not. Commissions are paid within 30 days after the month we receive the client's payment, with a commission statement. On white label, each deal gets a written wholesale quote valid for 30 days, you set your own price, you bill the client, and your margin is the difference.

What carries our name either way: attestation letters, documents signed by a credentialed practitioner such as a CMMC Registered Practitioner, submissions to regulators or assessors, and Business Associate Agreements always carry the Petronella Technology Group, Inc. name. Plan your client conversations around that before the engagement starts. Wholesale prices are quoted per deal and are not published.

What to Prepare Before Any Onboarding Call

Whichever path you choose, the same preparation makes the first conversation productive. None of these items requires payment or commitment; they are the answers that let the Petronella team scope accurately instead of guessing.

Your client picture

  • Regulated mix - roughly how many of your clients sit in regulated industries: defense and federal supply chain, healthcare, legal, financial, or critical infrastructure. This drives which frameworks matter and which tier fits.
  • Current stack - your RMM, EDR, backup, and PSA platforms. Co-managed work integrates with what you already run, so an accurate list avoids a scoping conversation built on assumptions.
  • The specific deal, if one exists - for a referral or white-label registration, what the client needs, which framework applies (CMMC, HIPAA, NIST 800-171), and roughly when they want to start. You do not need a deal to join as a Petronella Partner, but a live deal is what the 90-day registration window is for.
  • Compliance artifacts you already have - any existing SSP, gap assessment, or policies your team has produced. Knowing what exists tells both sides whether the work starts at readiness or at remediation.

Your questions for us

Interview us the way you would interview any sub-contractor. The questions that matter most: which deliverables carry the Petronella Technology Group, Inc. name, how long a deal registration protects an opportunity, how pass-through costs are treated in commission calculations, and what the notice period is on either side. The answers to the first, second, and fourth are in the free partner terms above; ask them anyway and compare what you hear to what any other prospective partner tells you.

Questions Along the Way

Petronella runs an AI-assisted support operation. Most inquiries receive a response within 4 business hours during Eastern Time business days.

Email: sales@petronellatech.com - our AI-assisted team responds within 4 hours during business days.
Phone: (919) 348-4912 - available during Eastern Time business hours.
Community: Post in the Circle.so workspace for peer answers and staff escalation on true blockers.

Your First 30 Days, Path by Path

The five-step process above describes what Petronella does. This section describes what a productive first month looks like on your side of the table, whichever path you enter on.

Free Petronella Partner path

  • Days 1 to 5: application submitted and fit review complete. If approved, the Partner Agreement arrives for electronic signature; elect referral, white label, or both when you sign.
  • Days 6 to 15: pick the client in your book of business most likely to need co-managed security or compliance delivery in the next quarter, and draft the deal registration: what the client needs, which framework applies, and your expected timeline. Send it when it is real. An approved registration protects the opportunity for 90 days.
  • Days 16 to 30: if the registration is approved, quote the client. On white label, request the written wholesale quote first, since each quote is valid for 30 days and your margin depends on it. If no deal is ready yet, that is fine: the agreement has no purchase requirement, and the registration window is there when you need it.

Stack path

  • Days 1 to 5: Stripe checkout completes, Training Academy credentials and the community invitation arrive within minutes. Start the 39-Layer Cybersecurity Framework course (54 lessons) as the shared baseline for the team.
  • Days 6 to 15: put the technician closest to your regulated account into the CMMC 2.0 Implementation Bootcamp (67 lessons). Join the next monthly live Q&A with Craig Petronella and post an introduction in the private member community at community.petronellatech.com.
  • Days 16 to 30: decide whether the catalog on your account is enough or whether you need seats for technicians through team training orders. If a specific client engagement needs a named CMMC-RP on the SOW, review the co-signing add-on, priced from $1,500 per month per engagement on the pricing page.

Fleet path

  • Days 1 to 5: book the free 15-minute Discovery Call. Bring the use case brief, the applicable framework, and your infrastructure picture.
  • Days 6 to 15: scoping completes, the sub-tier is recommended (PoC Lite through Production-Ready, $35K to $125K+), and the Stripe Payment Link is issued only after scope is mutually agreed. No payment happens before scoping.
  • Days 16 to 30: prototyping begins per the timeline on the Fleet page: 2-3 weeks for PoC Lite, 4-6 weeks for Fleet Prototype and Compliance-Aware, 6-8 weeks for Production-Ready. Deliver the use case brief and a picture of the client's infrastructure promptly to keep the timeline intact.

Council and Strategic paths

  • Days 1 to 5: application review complete and, if qualified, the fit call scheduled - 15 minutes with Craig Petronella for Council, 60 minutes for Strategic.
  • Days 6 to 30: Council members start the 12-week async curriculum described above. Strategic partners start with the capability assessment and the first quarterly coaching scheduling described on the Strategic page.

Frequently Asked Questions About Onboarding

Direct answers to the questions MSP owners ask most when planning their first month. Answers below reflect the current partner terms on the MSP Partners hub.

Can I start as a Petronella Partner without paying anything?

Yes. Petronella Partner is $0 to join and there is nothing to buy. You send the one-form partner application, our team reviews it within two business days, and if it is a fit you receive the Partner Agreement for electronic signature. You elect referral, white label, or both when you sign. There is no purchase requirement at any point, and the agreement is non-exclusive for both sides.

Do I need a client deal before I apply?

No for Petronella Partner, Stack, Council, and Strategic. Yes for Fleet: Tier 2 prototyping is scoped against a real client opportunity, which is why it starts with a free 15-minute Discovery Call rather than a checkout link. As a free partner you can register your first deal whenever one is real; an approved registration protects it for 90 days and can be renewed while the deal is active.

How fast can I bring my first deal to Petronella?

As fast as the deal is real. Apply, sign the agreement, then register the deal. We approve or decline a registration within five business days. Registering before you quote protects the opportunity for 90 days; on referral, the client must sign with us within six months of the approved registration. If you quote first and register later, you run the risk that the registration window does not cover the client's signature date.

What documents will carry the Petronella name on my client's work?

Attestation letters, documents signed by a credentialed practitioner such as a CMMC Registered Practitioner, submissions to regulators or assessors, and Business Associate Agreements always carry the Petronella Technology Group, Inc. name, whether you work with us on referral or white label. Everything else in a white-label engagement is delivered behind your brand at the price you set. Ask your contact to confirm which documents in your specific engagement carry which name before the engagement letter is signed.

What support do free partners get during onboarding?

Free partners can reach the team by email at sales@petronellatech.com with responses within about 4 business hours on Eastern Time business days, phone at (919) 348-4912 during business hours, and, where a tier includes it, the Circle.so community. The paid tiers add the LMS, community, and structured programs described in the tier sections above; they do not change the partner terms themselves.

What happens after onboarding if I want more than referrals?

The paths are independent, so you can add a paid tier whenever it fits. Stack for the training catalog and community, Fleet for a specific prototyping engagement, Council for the peer group, Strategic for full advisory. The pricing comparison page lays out every tier side by side, and the same application form routes to whichever you choose. Nothing in the free partner agreement obligates you to add a paid tier.

Related Pages

Everything you need to evaluate and join the Petronella MSP Partners program.

Ready to Start?

Tier 1 Stack members are productive within minutes of Stripe checkout. Fleet, Council, and Strategic members begin with a Discovery Call or application. Every path starts here.