Introduction

‍These guidelines are for approved sellers offering training content in the Organized Onboarding Marketplace.

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This is a private, customer-only marketplace:

• Your buyers are veterinary practices already using the Organized Onboarding platform
• Your courses are deployed directly into their platforms
• Your content supports real teams doing real work

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Our goal is to help your courses be useful, trusted, and easy to adopt.

Who Can Sell on the Marketplace

In most cases, sellers are current Organized Onboarding customers offering training content based on their real-world practice workflows.

In some cases, we may also approve veterinary consultants to sell content on the marketplace.

To sell courses on the marketplace, sellers must:

• Be one of the following:
  
  • A current, approved Organized Onboarding customer with an active Organized Onboarding subscription, or
  • An approved veterinary consultant invited or authorized by Organized Onboarding
• Have relevant veterinary subject-matter expertise related to the training offered
• Own the content being submitted or have legal rights to distribute it
• Create content intended for internal veterinary team training, not academic instruction or consumer-facing education

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All sellers and courses are reviewed prior to listing. Organized Onboarding reserves the right to approve, request revisions to, or remove sellers or courses to maintain marketplace quality, safety, and relevance.

Course Content — Designed for Learning (Not Promotion)

Content should be:

• Focused on clear, instructive learning outcomes
• Relevant to the training topic

• Free of extraneous promotion that distracts from learning

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Sellers may not use marketplace courses to market their external services, products, or events in ways unrelated to the training objectives.

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Examples of allowed content:

• Section titles, workflow protocols, recorded video, resources, checklists, and assessments
• Professional activity demonstrations relevant to veterinary roles

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Examples of disallowed content:

• Promotion of non-training products/services unrelated to course needs
• Sales-oriented calls to action embedded in course materials

What Makes a Great Marketplace Course

Strong marketplace courses:

• Solve a specific training problem
• Are designed for internal team training, not public education
• Can be easily adapted by a practice to fit their workflows

Courses don’t need to be flashy — they do need to be practical, clear, and relevant.

Keep Content Focused on Training (Not Promotion)

Your course should focus on teaching, not selling.

You’re welcome to:

• Identify yourself or your organization as the course creator, including professional credentials or relevant experience.
• Reference tools or workflows directly related to the training
• Courses may not be used as lead-generation tools or funnels for consulting services

Please avoid:

• Promoting unrelated services, products, or events
• Embedding sales calls to action inside lessons
• Linking out to paid offerings that are not required for the training

This helps practices trust that marketplace content is education-first.

Originality & Overlap with Other Courses

We encourage diverse perspectives — but courses should offer distinct value.

If your course substantially overlaps with:

• another course you already sell, or
• existing marketplace content

we may ask you to:

• clarify what’s different
• merge similar content
• narrow the focus

This keeps the marketplace clear and helps buyers choose confidently.

Using External Links & Resources

External resources are great when they genuinely support learning. While Organized Onboarding may allow external links to be included within courses, third-party content is maintained by its original source and may change over time.

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Good uses include:

• Free reference materials
• Supporting documents or tools directly tied to the training
• Optional enrichment resources

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When an external resource is the primary or only coverage of a topic within a course, sellers are required to include brief context—such as an introduction, summary, or follow-up module—to anchor the learning within the course.

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You may not include:

• Affiliate links
• Links whose primary purpose is promotion
• Required paid tools that are not clearly explained in advance
• Links to consulting services, booking pages, or paid advisory offerings

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When external links are included as standalone modules, the module title or description should clearly explain the purpose of the link and whether it is required or optional.

Sellers are responsible for maintaining the accuracy and availability of external links included in their courses. If an external resource becomes unavailable or changes materially, sellers may be asked to update or replace the link.

Allow Editable Copies of Embedded Course Documents

Some courses include embedded documents (such as Google Docs) that purchasing practices need to make their own copy of in order to edit and adapt the content for their workflows.

By listing a course that includes embedded documents, sellers agree that:

• Organized Onboarding may maintain a secure folder of course resource documents
• These documents may be shared only with practices that have purchased the course
• Purchasing practices may make their own copies of these documents for internal use within their Organize Onboarding platform
• Documents may be copied or converted (for example, to Microsoft cloud documents) to support editing and accessibility

This approach ensures courses remain flexible, editable, and easy for practices to implement. Course resource documents are not shared publicly and are not accessible to non-purchasing practices.

Pricing Your Course

This is a B2B veterinary marketplace, not a consumer course platform.

When pricing your course, consider:

• How much time it saves a practice
• How many roles it supports
• Whether it replaces internal training work

There is no public price competition and no discount pressure. Pricing should reflect professional value, not volume sales. We will not force you to sell at a particular price but we may also elect not to permit your product to be sold if we feel that the pricing is not fair or reasonable.

What Happens After Purchase (Important)

Once a practice purchases your course:

• A copy is deployed to their Organized Onboarding platform
• They may customize it for internal use
• Their edits do not affect your original listing

This flexibility is intentional — it’s what makes courses adoptable in real practices.

Review & Ongoing Quality

All courses are reviewed before being listed.

We may reach out if:

• Content becomes outdated
• Safety or compliance issues arise
• Updates are needed to keep the course current

Our goal is long-term trust, not one-time approval.

Why These Guidelines Exist

These guidelines protect:

• You as a seller
• The practices using your content
• The credibility of the marketplace as a whole

When buyers trust the marketplace, everyone sells more.

Tips for High-Quality Marketplace Courses

To help your course succeed and be valued by veterinary practices:

1. Set Clear Learning Outcomes: Start each course with short, specific outcomes that explain what veterinary team members will learn or be able to do by the end of the course.
2. Choose the Right Module Type: Select module formats intentionally (videos, checklists, assessments, uploaded files, links) based on what best supports the learning goal.
3. Organize Content Logically: Use course partitions and module sequencing to group related topics together in a way that mirrors real clinical workflows.
4. Provide Context for Linked Content: When using embedded links or external videos, explain why the resource is included and whether it is required or optional.
5. Use Clear, Professional Presentation: Ensure videos, documents, checklists, and assessments are easy to follow, clearly labeled, and formatted for practical use in a clinic setting.
6. Include Relevant Materials Only: Each module or resource should directly support the course’s learning objectives and not distract from the core training.
7. Avoid Unnecessary Redundancy: Do not repeat the same information across multiple modules unless it serves a clear instructional purpose (for example, explanation plus execution).
8. Add Practical, Actionable Resources: Checklists, templates, assessments, and real-world examples help teams apply what they learn on the job.
9. Design for Adaptability: Create content that practices can easily customize after purchase by avoiding unnecessary clinic-specific references when possible.
10. Engage Learners Thoughtfully: Use brief assessments, reflection prompts, or real-clinic scenarios to reinforce understanding without overloading learners.

Protect Sensitive Information in Screenshots & Examples: Screenshots must not contain real client, patient, or staff information. Content that includes unredacted personal or sensitive data may be rejected or require revision before listing.