Making first contact with a sales agent can feel like a big milestone — and it is.
That initial conversation, that spark of interest, that “this could be a great fit” moment — it’s exciting.
But here’s the truth that many companies miss: the introduction isn’t the end of the process; it’s the beginning.
It’s what happens after that connection that determines whether a partnership actually goes anywhere.
It’s a Bit Like Online Dating
Think of it this way: connecting with a sales agent is almost like online dating.
You meet someone who looks like a great match — the initial messages are positive, there’s chemistry, and everyone’s saying the right things. But if the conversation remains text or email only, with no calls, no real connection or plans for the future, it's safe to assume that the relationship will likely go nowhere.
You can’t build a strong, lasting relationship by text message or email alone. Those relationships fade quickly because they lack real interaction, trust, connection and understanding.
The same applies when building partnerships with sales agents. You might have the best product in the world and find an agent who’s genuinely interested — but if you don’t invest in building that early relationship, it’s unlikely to go anywhere.
The Post-Connection Gap
At CommissionCrowd, we often see companies thrilled about new agent introductions — then confused when nothing materializes afterward.
The problem? Most of the effort goes into making the connection, not developing the relationship.
Sales gents get sent a few messages, maybe a brochure or product list, and are expected to hit the ground running. But that’s like handing someone a map and expecting them to find treasure without a compass or conversation.
Independent sales agents are business professionals. They’re evaluating you just as much as you’re evaluating them. And if the early experience feels distant, transactional, or unstructured, they’ll move on to someone who’s taking the partnership more seriously.
Step 1: Make It Personal
The best partnerships start with real conversations — not message threads.
Once you’ve connected with an agent, schedule a proper introductory meeting. Video calls are ideal because they create human connection and build trust faster.
This first meeting shouldn’t just be about your products or services; it’s about mutual understanding. Talk about your goals, your ideal customers, how you operate, what’s working in the market right now, and where you see potential growth.
Likewise, let the agent share how they work, who they sell to, and how they structure their business. You’re looking for synergy — not just availability.
Step 2: Do Your Due Diligence (And Let Them Do Theirs)
Due diligence goes both ways.
As the company, you should be assessing whether the agent’s experience, network, and approach align with your goals. But at the same time, the agent needs to get to know you.
They need to understand:
How your business operates day-to-day
What success looks like for your clients
What kind of traction and results you’re currently seeing
How you support your partners once they’re onboard
If they don’t have this understanding, they can’t confidently represent your brand in front of their clients.
This stage is also where discussions and negotiations around contracts and commission structures should take place. Clarity builds confidence. It turns interest into commitment.
Step 3: Create a Real Onboarding Experience
Once both sides agree to move forward, treat the next stage like onboarding a high-value partner.
Provide everything they’ll need to go to market confidently:
Product information and price sheets
Brand materials and messaging
Case studies or testimonials
Clear guidance on target markets and positioning
Then, stay in close contact. Schedule regular check-ins, strategy discussions, and updates on progress. Offer to join them in their first few client meetings (if possible).
The companies that build real engagement early are the ones whose agents stay active and successful long-term.
Step 4: Don’t Judge Too Quickly
It’s common for companies to assume that if an agent hasn’t produced results in a few weeks, they’re not serious. But relationships take time to develop.
If you wouldn’t expect a brand-new employee to deliver major sales in their first month, don’t expect an independent agent to either. Give them the information, time, and support while they build their pipeline.
Step 5: Don’t Dismiss Agents Based on Location
We often hear, “The agents I’m meeting are from outside my target region.”
But that doesn’t necessarily mean they can’t operate in your market. Many agents based in countries outside of your target geographies may already sell into your target regions and have established networks there.
Instead of focusing on geography, focus on capability — and make sure you’re communicating the market focus clearly during your conversations.
In Short: Relationships Win, Not Just Connections
The companies that see real success with independent sales agents all have one thing in common — they treat those agents like strategic partners, not just contacts.
They build relationships.
They communicate often.
They collaborate on strategy.
Make sure their sales partners have everything they need.
Ensure their new sales partners feel supported
So when you make your next agent connection, don’t stop at “Nice to meet you.”
Get that initial call set up and start building genuine connections with your sales partners.
