FAQs

FAQS

Got questions? We’ve got answers.


Getting Started


  • What is ChannelWise?

    channelWise is a global knowledge marketplace, and B2B SaaS platform dedicated to helping channel ecosystem members overcome unique challenges on-demand through 1:1 access to vetted experts, coaches/mentors, education, and resources that accelerate their business or career growth.


    Our platform offers technology vendors/suppliers/distributors an affordable way to enable their partners.  Your organization can have its own “network” inside the platform that offers access to our experts – or yours – for on-demand access by your partners.  If you are interested in learning more about our SaaS offerings, please email info at channelwise.com

  • Is ChannelWise International?

    Most of our experts are in the US, but we are rapidly expanding globally.


    The platform is web-based, so it can be accessed anywhere in the world, and conversations can be conducted in any language.


Members


  • How does ChannelWise work?

    Let’s say you have a business or career challenge — How do I get my website to rank on Google and other search engines? How can I drive more demand?  Should I buy some LinkedIn ads? How do I run events?  How do I ask for a raise? How can I get a job in tech? Can someone review my resume?


    channelWise has the top vetted experts here to help you solve these challenges and get you unstuck!


    If you are part of a community or corporate program, you connect internally for career and professional development and share knowledge for business development.  If you are a vendor channel manager, we can offer our services to your partners – helping them get enabled affordably!

  • How can I change my email address?

    You can change your email address by logging in to app.channelwise.com and following these steps:


    Go to your profile settings.


    Click Account Info.


    From there, you can change your email address. Make sure to click save. 


    Please use the most updated email, so you’ll be notified when a call is scheduled with you. 

  • How do I schedule a call?

    If you are accessing our experts – you simply search for an expert by name or topic and book a call with them directly.


    If you are part of a vendor or community program, reach out to your rep and they will give you the access link you need. 


    To schedule a call, simply click the Book a Call button. The expert lists their rate for a 50 minute call next to the Book a Call area. 


    A page will prompt up where you’ll see their availability. 

    Pick up to three different days/times that are most convenient for you. This is to give the expert a few options.


    Click continue and share details about what you’d like to discuss in the call. 


    On the next page, you will either be prompted to input your card details, or you will see the type of subscription or call cost related to your community or organization’s options. 


     


    When you book your call, the expert or community member you are connecting with will either confirm one of the requested times, send a rescheduled request, or decline the call. 


    Someone may decline a call if they feel the topic is not aligned with their expertise. Either party can also cancel or reschedule the call if need be.

  • What happens if I forget my password?

    Please click on the ‘Forgotten Password?’ link if you forget your password.


    The recovery instructions will be sent to the email address provided in your contact information.

  • How do I receive the call confirmation?

    Once the connection accepts the requested date and time, a confirmation will be sent to both parties via email and SMS. When you receive the email, please click add to the calendar. Make sure to log in to your channelWise dashboard early and join the call at least 5 minutes before the scheduled meeting.


    Connect & Talk

    You will connect via our audio and video platform.  Once the call is completed, you will be able to leave a rating and a review.



    How can a member view previous calls?


    Click ‘My Calls’ tab.

  • Is my contact information kept private?

    All calls and messages are made through the channelWise platform.


    Neither party will not receive the other parties’ personal contact details unless they are mutually shared during the call


    Your contact information is only utilized for correspondence and notifications between you and the platform only. 


    We do not give or sell your data to any third-party companies (without your explicit permission).


    If you are participating in a corporate promotion or sponsored program, your name and email may be shared with the corporate sponsor (please see our privacy policies for more details) however, no call details or recordings are shared with anyone except the connector, and we, as the platform provider, review calls for quality assurance.

  • What if I can’t find the expert that I need?

    If you are having trouble finding the perfect expert, please contact us at cwexpconcierge at channelwise.com

  • How do I prepare for my calls?

    To make the most out of your consultation with an expert, or community member, we suggest that you prepare before your meeting. 


    Here are a few suggestions:


    Clearly Define Your Objectives

    What do you want to get out of the meeting? 


    Include a summary or bullet points of topics to be covered in the request for a call. This will help the expert prepare for the meeting and maximize your time together. 


    As the community expert, review the reason for the call and be prepared to discuss those topics with your connection. 


    Preparing for your call

    Before hopping on your call, ensure that you are in a quiet location with no distractions. 


    Be on time

    You can join the call 5 minutes before the scheduled time. Everyone is here to be helpful,  please be respectful of their time.


    What if I don’t use all the time/go over time?

    Our calls are set in 50-minute blocks. 


    Make sure you have all the questions you want answered to get the most out of the time. The expert may remind you of the time left while on the call; this is an acceptable best practice.


    Starting your conversation

    Beginning your meeting with a bit of small talk helps you and your expert get comfortable and build rapport; however, try not to spend too much time on it. We recommend getting to the meat of your conversation within five to ten minutes to get the most out of your experience.


    Following your meeting

    For the member or connector, after your meeting concludes, you will be prompted to review your experience. This helps other members identify the best channelWise connections and provides the feedback necessary for our experts to improve continually.


    If you have a less-than-stellar experience for any reason, email us at cwexpconcierge at channelwise.com. 


Experts

  • How can I become an expert?

    Experts cannot apply or pay to be listed on our platform, they must be invited.  If you are interested in learning more about being an expert you can reach out to cwexpconcierge at channelwise . com

  • What is expert “status”?

    As an expert, to have calls booked with you, you have to have your profile status set to “Active”


    What happens when my status is set to inactive?

    Setting your status to inactive means that your profile will not appear on the search results when members look for an expert to book. It puts your account on hiatus. You can set your profile to active at any time.

  • How can I deactivate my profile?

    As a community or corporate member, you will need to contact your community liaison to ask that they deactivate you from their program.


    If you would like us to delete your profile or if you would like to get a copy of the data that is stored, please contact at cwexpconcierge at channelwise . com


    If you simply choose not to be available for people to book calls with you, you can set your profile to “inactive” that doesn’t mean you can’t book calls with others, it just means your profile will not show up in search results.


    Go to your profile settings.


    Click status.


    Set your profile to active or inactive at any time.


    If your profile is incomplete or, for some reason, violates our terms of service, we reserve the right to set your profile to inactive status. You will be notified if that is ever the case.

  • Are there guidelines or rules of conduct on channelWise?

    The channelWise team is committed to providing a safe and diverse network for business owners and professionals to get the advice they need.


    We ask that all users (experts and members) read and follow these guidelines to ensure that their account isn’t at risk of being suspended or removed:


    If you book a paid call with one of our experts, they all agree to be helpful and answer all of your questions to the best of their ability. That said, if you are not satisfied with the level of service from an expert, you can reach out to us at cwexpconcierge at channelwise . com


    All calls are recorded for quality purposes, and we can review them together and resolve any conflicts if they arise.


    If you are in one of our community or corporate programs, please know that these calls are sponsored by that organization, and they are paying to have their members use our platform, so please be respectful of the organization and its members when booking calls.


    No Obligation Connections

    Many channelWise experts are professionals, coaches and consultants who offer services. When the call is finished, they will ask if they have answered your questions in full, if so, they are then allowed to offer their services. You are under no obligation to do anything further with them unless you are interested.


    Mutual Friend-DA’s

    Our team and our experts want to support you and help you the best way we can, but we do not in any way guarantee or affirm that these conversations are legally protected or 100% confidential. 


    Each expert will act in accordance with the limitations of their license (eg. no attorney-client privilege is afforded when speaking with one of our legal experts, no stock picks can be handed over by our financial gurus, no HIPPA compliance is implied, etc.) and an expert may say they can’t get into a specific issue because of those limitations and that needs to be respected. 


    The calls are recorded for quality purposes. Likewise, we hope that you would respect the integrity of the experts and not share those conversations publicly either. 

  • How do I set up my profile?

    For people to book calls with you, your profile must be complete with the following:


    Profile picture – please upload a clear picture of yourself, not your company logo.

    Complete your expert details – create a headline and write a bio.


    Set payment options – you can choose between taking payment or donating your portion of the fee to our charity fund.


    Review our Privacy Policy for further information regarding our community expectations.

  • How do I get paid?

    Experts do not pay to be a part of channelWise. They are invited to provide their expertise, and as part of our mission, we set aside a portion of our proceeds to put back into small businesses and corporate education.


    All experts set their own rates and get paid 70% of the fee collected.  If the call is part of a community program, the calls may be free (that is up to the community and your agreement with them, therefore, no fees are paid for these calls). 


    You are under no obligation to join a community network.  Any subscription or corporate calls are paid at a flat fee of $75 per call, regardless of the rates the expert sets.


    As a reminder, channelWise takes a portion of our profits and gives them to our charity fund.  And, as an expert, there are no non-circumvention clauses, so if you have a call with a member and they want to hire you, we encourage you to offer your services.  


    To receive payment, you will need to set up an account with Stripe, and we push payments directly to a bank account or debit card. 

  • I can’t (or don’t want to) take a fee, can I donate my fee to charity?

    Yes!  Choose the ‘charity’ payment option when creating your expert profile. Expert fees donated will go to our foundation to support underserved founders and professionals with grants to help them thrive.

  • How do I see my payment history?

    To see your payment history, go to your account settings and click ‘Payouts’ tab. From there, you can see the payments you have received or will receive from channelWise.

  • How can experts best prepare for a call?

    Having a good conversation with a member will help you get higher call ratings and reviews, which will result in better channelWise search rankings, and then result in more calls (and money) for you or your charity. All good things! Here are a few suggestions about having awesome conversations with members:


    Be sure to set aside the time

    Most experts find it best to be ready 10 minutes prior to the call and do the meeting in a distraction-free environment with a good wifi connection. You can enter the call 5 minutes prior to the scheduled time.


    Break the ice, but know when to move on

    It’s good to start with some small talk to break the ice. Get comfortable, but move on as quickly as naturally possible to the meaty part of the conversation. 


    Move at a good pace

    If you’re going over a lot of new information with the member, be careful not to go too fast. Make sure you check in with them regularly to be sure you are answering their questions.


    Ending the call on a good note

    Verify with the member that you’ve covered everything. If you think this person may be a good fit for the services you offer, you are allowed to offer your services only after you’ve answered their questions. Remind them to leave you a positive review. We hope these points help you have great channelWise calls. It’d be awesome to hear a success story or two from you. If you have one you’d like to share, shoot us an email at cwexpconcierge at channelWise.com and keep us posted!


    Reviews

    If you book a call with someone on the channelWise platform, you can leave a review after the call. We want to know your feedback, as do other members!  If, for whatever reason, you are unhappy with your interaction, we encourage you to first contact us to report it at support at channelWise.com We will audit the interaction and determine the right recourse. Should you leave a negative review, channelWise reserve the right to remove reviews we do not deem constructive or accurate. We also provide the person with whom you had the call the opportunity to respond to reviews.

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