Partner Program
Agency Onboarding

Setting your Agency up for Success with Inbound

What is Agency Onboarding?

Agency Onboarding delivers an experience that is responsive to your agency’s needs and provides a powerful set of resources to help drive your success using HubSpot and Inbound Marketing. Your Channel Consultant and Channel Account Manager will collaborate with you to ensure you have the knowledge, skills and tools to execute inbound services for your clients.

Channel Consultant

Your Channel Consultant (CC) is here to help you develop your Inbound Services retainer and help you execute your first Inbound campaigns for clients.

Channel Account Manager

Your Channel Account Manager (CAM) is here to help plan for and sell new Inbound marketing retainer clients and create a sustainable sales growth strategy.

What do my first 6-months as a Partner look like?

Phase 1
Building a Lead List

We want to set you up to successfully sell and close your first inbound retainer! In order to do that we will need to first identify any potential fits. Then, you and your Channel Account Manager can come up with a plan for working those leads together. During this time you'll learn to:

  • Register leads through your HubSpot portal
  • Build a lead list and teach you to prioritize top leads for opportunity reviews
  • Utilize HubSpot CRM to manage any potential opportunities you uncover

Phase 2
Define your Agency Services

Next up, we'll need to define your agency service offerings to include aspects of inbound marketing. Your Channel Consultant will help build a solid foundation by defining your inbound marketing services and packaging them together in a 3 tiered servicing model. During this time you'll learn to:

  • Identify which inbound services your agency wants to offer
  • Create an inbound marketing services web page or landing page
  • Import your contacts and email them about your new services offering

Phase 3
Review your Opportunities and Determine an Action Plan

Now that you have identified leads that you think would be a good fit for an inbound retainer, your Channel Account Manager will assist you with refining your qualification process and help you understand the first steps to take. During this time you will:

  • Complete your first opportunity review with your Channel Account Manager
  • Determine an action plan for selling, and learn how to set-up an exploratory call.

Phase 4
Sell your First Inbound Retainer

You and your Channel Account Manager will work together to close your first inbound marketing retainer. Whether you are brand new to Inbound or have already helped clients to see success with Inbound tactics, you and your Channel Account Manager will collaborate to help you bring your first HubSpot client across the finish line. During this time you will learn how to close your first inbound retainer using the following sales calls:

  • Exploratory Call
  • Goal Setting & Planning Call
  • HubSpot Demo
  • Pricing and Packaging
  • Close Call

Phase 5
Deliver Inbound Services to your First Inbound Client

Now that you've sold your first client, it is time to deliver on that services retainer. You and your Channel Consultant will work together to build a cohesive process for onboarding and demonstrating a return on investment to your clients. During this phase you will learn to:

  • Uncover client goals and create a services retainer
  • Create an onboarding plan
  • Execute a successful client kick-off call
  • Launch a client's first inbound campaign using HubSpot

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