Congratulations! You have made it to the FINAL Exam for the Alliance and OEM Elective. You must pass this test with an 80% score to pass the course. It is comprised of questions compiled from all the quizzes. You can re-take as needed and it is open book (you can go back and review any of the material to complete).

When completed you will be presented with the opportunity to download a high-resolution PDF certificate.  If the name is incorrect, then go to ADMIN and correct it, then come back and you can regenerate your certificate with the proper name. A notification is then sent to Chanimal University and a printed certificate will be mailed to the address you have in the system (typically sent within 1-3 days and should arrive within the week).

Thank you for taking the Elective course. Please go to support with any additional questions.

Ted Finch
CEO, Chanimal, Inc.

Alliance Manager Training

About This Elective CourseAlliances & OEM

You’ll learn the strategy, but also the tactical details about how to set up profitable alliances and OEM’s, including:

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  • Why & How to Create Them. We’ll define alliances, show how they are the FASTEST way to recruit resellers, give successful alliance examples, and describe when and how to set them up. We’ll go through the role of the alliance manager and objectives, how to get needed bandwidth, and whether alliances should be formal or informal.
  • Setup & Definition. We’ll review the alliance master plan of action, discover the acid test, and go through the complete alliance kit (including process, policies, and templates). We’ll create an alliance worksheet and work through categories, the business case for each type, identify complementary companies per category, and compile contacts.
  • Recruiting. We’ll discuss why you must NOT engage until you have done “this,” determine which groups to contact and who to talk with. What the first meeting agenda looks like, the initial call, and how to pitch and engage.
  • Leverage Alliance. We’ll review what you want out of it (hint – recruit their channel), the four legs of a stable alliance, the initial strategic meeting, and the three tactical meetings you must have. We’ll review the agendas and tactics, plus we’ll review the alliance pick list (by department), then cover project management, resources, templates, and worksheets. Essentially, how to make alliances pay off (including the example of recruiting over 1,000 partners from an alliance in 90 days).
  • Resources. Includes a complete affiliate kit with samples and templates of everything needed to create effective alliances.

OEM / White Label

  • Definition. We’ll define the difference between an alliance, OEM, and white label and which to use. We’ll review numerous creative examples and discuss how OEM can become a channel.
  • OEM License Agreement. Much of an OEM is determined by the unique license agreement. We’ll review what to look for, what to avoid, and what you want out of it.
  • Recruiting. How to identify the best targets, how to engage, present, and solidify.
  • Enablement. We’ll discuss the downfalls of OEMs and how to avoid them, how to be successful by helping your OEMs (instead of neglect), what they need, how to “franchise” a successful model, and how to keep your OEM or white labels growing.


  • This course requires one of the MAIN courses (Channel Management / Marketing or Sales as a prerequisite–since it will be using terms and approaches, and expounds on concepts that were covered in the prior courses.

Click the first course below to begin. You can also take the course tutorial if you need a refresher on how to navigate.