Starting situation
An installer wants to offer regular monitoring without taking responsibility for the customer's subscription or access management.
From referral to active monitoring
A transferable and traceable partner onboarding process
An anonymized pattern separating referral roles, system connection and customer approval.
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In a sound partner handover, everyone knows where the referral ends and the customer's own decision begins.
The problem
Referral, registration, manufacturer access and subscription choice can blur together without a clear handover point.
What became visible
Referral and onboarding states can be tracked separately while the access decision remains with the customer.
SM Sentinel's role
SM Sentinel provides a traceable entry point and a distinct customer process for partner referrals.
Human next step
The partner introduces the service; the customer registers, accepts the required terms and connects the system independently or with support.
Expected operational outcome
Roles and handover become clearer. Successful connection and subscription still depend on customer choice and technical compatibility.
What is this story based on?
SM Sentinel's partner-referral and onboarding operating model without personal or business identifiers.
Service boundary
A referral does not grant access to the customer's system and cannot replace customer consent, contract or subscription decision.
NEXT STEP
Find out what we can see from your system.
After connection, you can make a clearer choice about which SM Sentinel plan fits your operation.