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HubSpot Onboarding Accreditation

Solutions partner accreditation for delivering onboarding to HubSpot customers

Download the Preparation Guide

Last updated February 8, 2023

About This Program

The HubSpot Onboarding Accreditation is a credential that validates the skills and strategic experience required to onboard customers onto HubSpot Pro or Enterprise Sales and/or Marketing products.

In addition to product-specific knowledge, the skills and experience required to earn this accreditation include elements of project and stakeholder management, change management, and professionalism throughout the sales and discovery processes.

Prior to June 2022, the Onboarding Accreditation was known as the "Partner-Scaled Onboarding (PSO) Accreditation." As of our June 2022 launch, participation in the Partner-Scaled Onboarding program has been decoupled from the Onboarding Accreditation. If you are already in PSO, you are legacied into the Onboarding Accreditation and do not need to reapply.

Get all of the information you need in order to prepare for the judging process!

Download the Preparation Guide

Which partners are eligible for this accreditation?

  • Are a Platinum, Diamond or Elite partner
  • Have completed customer onboarding projects within the last 12 months and have access and the right to share documents, proposals, project plans, and resources leveraged with HubSpot
  • Have experience with onboarding customers to the Professional AND/OR Enterprise editions of HubSpot Marketing Hub and Sales Hub
  • Requirement in configuring the SFDC connector
  • Have experience with the objectives-based onboarding methodology
  • Meet the HubSpot Academy certification prerequisites as outlined in the section below (see the Accreditations Prerequisite Learning Path here.)

What are the benefits of earning this accreditation?

  • Improved recognition and discoverability in the Solutions Directory
  • Potential access to new program launches
  • Possible invitations to new product betas
  • Possible consideration for engagement with some of HubSpot’s largest and most complex deals

Testimonials

The certifications required for the Accreditation force a familiarity with HubSpot's software and methodology, which is good and important, particularly for newer team members.

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How It Works

To apply for this accreditation, partners should first verify that their organization has completed the prerequisite certifications (see below). 

From there, the application process consists of two rounds:

Before applying, partners should verify that they have at least 3 certified users for each of the following certifications, selected from a team of no more than 5 people for each of the following certifications:

  • Marketing Hub Implementation
  • Sales Hub Implementation
  • Marketing Hub Software
  • Sales Hub Software
  • Service Hub Software
  • Platform Consulting
  • Data Integrations
  • Salesforce Integration
  • Objectives-Based Onboarding
  • Reporting

You can review the entire prerequisite list of certifications in the Accreditations Prerequisite Learning Path here.

In this round, partners submit an application (one per partner entity) including basic information about themselves and will also be asked to upload some existing artifacts related to their work with clients in Onboarding. Partners will also provide contact information for a referenceable client and Hubspot will reach out to that client to solicit feedback about their experience with the partner applying for accreditation. 

Between Rounds One and Two: Your application will be reviewed by the HubSpot team to determine if you will move forward to Round Two. You will be notified by email of your application status and should also be able to check through your Submittable account.

In this round, partners will be asked to upload a video reviewing in English their first-hand experience with a particular facet of customer onboarding, and to complete a call audit exercise.

After Round Two: Your application will be reviewed by the HubSpot team to determine if the accreditation will be awarded. You’ll be notified by email of your accreditation status and will be able to check via Submittable. 

If you’re awarded the accreditation, you’ll be notified by email. You should then receive an “offboarding” email from the Accreditations team with next steps. You’ill also receive the Onboarding Accreditation designation in the Solutions Directory.

Application Window Closes: 9/20/23

Round One Decision: Mid October

Round Two Deadline: Early November

Final Decision: Early December

For more details about the prerequisites, application prompts, and required materials as it relates to applying to this accreditation, download and review the Preparation Guide.

Office Hours and Fireside Chats

Accreditation Office Hours

Accreditation Office Hours is a virtual event dedicated to helping HubSpot Solution Partners understand how to validate their advanced expertise and sophisticated skills through getting accredited. 

Join HubSpotters from the Academy team, Integrated Customer Success team, and Partner Marketing team to learn about the different accreditations offered, understand what it takes to get accredited, and review the application process.

During Accreditation Office Hours, you can expect to:

  • Learn the difference between accreditations and certifications
  • Get an understanding of each available accreditation 
  • Review criteria requirements and gain access to prerequisite checklists
  • Gain knowledge about the accreditation process 
  • Understand benefits of being an accredited partners
  • Have time to ask questions and get them answered live 

Accreditation Fireside Chats

Accreditation Fireside Chats is a virtual event dedicated to helping HubSpot Solution Partners by providing clarity on specific accreditations. 

Join HubSpot SMEs to dive into specific accreditation details. During Fireside Chats you can expect to:

  • Understand the ideal customer profile
  • Learn how to put together a compelling submission 
  • Gain knowledge about what our judges want to see in your submissions 
  • Have time to ask questions and get them answered live 

How to Apply

Applications are currently closed

2024 window announced in Q4 of 2023