Onboarding Workbook: This checklist guides you through all the tasks to complete, content to consume, and more to get you ramped up as a new partner.
Get Your WorkbookAll the details on everything across the HubSpot Solutions Partner Program, including program details, benefits, IP training, and more.
Dive deeper into HubSpot's products and become a certified expert for your clients.
Learn how to position HubSpot, craft messaging and services around it, and how to win more deals.
Pro tip: import all the best HubSpot partner resources using this bookmark imports guide.
Learn the program rules, understand your benefits, and take training on everything there is to know about being a HubSpot solutions partner.
Learn everything you need to know to get started as a partner, including program requirements, benefits, and resources. You'll learn how to use your partner tools, how to work with HubSpot, and much more.
Learn about the team supporting your growth, the various tools available, and ways to get involved in the community.
In this 30-minute lesson, learn what HubSpot considers confidential information and what the expectations are for Solutions Partners to maintain that confidentiality. Plus, by taking this training, you'll get access to exclusive content as you tier.
This lesson helps partners understand important intellectual property issues and helps clarify the permitted uses of HubSpot's trademark.
All participants in the Solutions Partner Program are required to agree to the Solutions Partner Program Agreement and remain in compliance with these terms as part of the Agreement.
This page will help you navigate HubSpot's sales rules and introduce you to your core HubSpot sales team. It's the most comprehensive guide to selling with HubSpot.
Whether you're looking to host an HubSpot-themed event, promote your partnership with HubSpot, or use HubSpot brand elements, follow these guidelines to comply with HubSpot copyrights, trademarks, and branding.
Looking to learn more about how commissions (aka revenue share) work? Check out these frequently asked questions.
Still have questions about the program?
Check out the FAQsThis playbook contains tactical guidance on selling and go-to-market strategies, servicing, hiring, program resources, and more. It’s designed to be used as a reference that you will come back to again and again as you grow in the solutions partner program.
Start mastering your HubSpot skills by learning about HubSpot's CRM Platform and connected hubs.
Get an introduction to HubSpot's commerce-powered, connected CRM platform. This overview provides a great background before you dive deeper into the software through the various Academy courses and other educational resources.
Learn about creating campaigns and landing pages, social media, email marketing, reporting, and more. Plus, explore a case study on using Marketing Hub to grow your business.
Learn how to organize your records in the HubSpot CRM, get the most out of your Sales Hub tools, and how to use HubSpot CRM throughout your sales process.
Learn how to create a frictionless customer experience through features such as help desk, knowledge base, and feedback and advocacy tools.
Marketers, learn the fundamentals of the CMS and a great user experience, how to create pages and optimize for search, and how to analyze your performance. Get Certified [Marketers]
Developers, learn about HubL, building templates, modules, and themes, and how to leverage other data sources in HubSpot CMS. Get Certified [Developers]
This lesson covers three key features of Operations Hub: data sync, programmable automation, and data quality automation. Watch here for a brief explanation and demonstration of each of these tools.
Additionally, check out the partner training, which includes more product resources like how to sell and service Ops Hub.
This lesson will walk you through the initial setup tasks for your CRM., whether you're starting fresh or migrating from another CRM. Take the course.
Want to take it to the next level? Take the Data Integrations Certification.
In this section, you'll find content and training on generating revenue: from identifying and qualifying leads to closing deals. Plus, some resources to help you get started going to market.
Everything you need to know about the HubSpot sales process, rules, and more can be found here.
Below, click through to learn about each hub's value and how to sell it. These links include everything you need to know about selling each hub, including sales decks, customer fit, demo guidance, competitive intel, and more.
Co-Selling with HubSpot: Learn about the HubSpot co-selling framework
Take the courseCourses, Certifications & Workshops
Tools & Playbooks
The resources below will help you define your services. You can also download out-of-the-box campaign kits, white label assets, and other marketing materials to support your got-to-market efforts.
In this section, learn about how to onboard your new clients, implement quick wins, and continue to deliver success and delight.
We know how important first impressions are. Use this deck (make a copy) and add your information and strategy to showcase your value. Additionally, use this client questionnaire to get some initial high-level intel about your client and file it for your team to access on the fly.
Lastly, follow this process outlined in Guided Client Onboarding to ensure success from client kickoff to managing renewals. Then get certified below.
Learn how to run a successful kickoff with your clients, from setting up their portal to marketing to sales and sales to service handoffs, implementing quick wins, and creating effective reporting.
Pressed for time? This quick 7-minute Academy lesson covers how to implement a quick-win strategy for your clients.
Take your onboarding to the next level. This certification offers a deep dive into becoming a strategic advisor, project manager, and growth planner when executing the Objectives-Based Onboarding methodology for HubSpot Solutions Partners.
In this course, you'll learn what client lifecycle management is, the key stages of the client lifecycle, and tips on how HubSpot manages this process.
This course will help you improve your client delivery process. Learn about audits and assessments, goal setting, creating strategies, and demonstrating value.
Partner Guide: Effectively Working with your HubSpot Success Teams
Download NowLearn about the best practices for implementation of the individual hubs and showcase your expertise by getting certified.
Get involved with the community. There are a ton of online spaces where HubSpot partners gather. We recommend starting here.
Join the private space in the HubSpot Community for solutions partners and providers to connect and learn from each other through topic boards and discussion threads.