New to HubSpot? Just hired at a HubSpot solutions partner organization? In this resource center, you'll find all you need to help you get up to speed on the partner program, HubSpot software, and how to effectively work with your HubSpot team.
New to HubSpot? Just hired at a HubSpot solutions partner organization? In this resource center, you'll find all you need to help you get up to speed on the partner program, HubSpot software, and how to effectively work with your HubSpot team.
Now that you're a partner, where do you begin?
Three main building blocks lay the foundation for becoming a successful partner including partner program fundamentals, how to sell and service HubSpot, and learning the HubSpot product.
This page includes the major milestones when going through onboarding as well as additional resources available to ramp you up as a HubSpot solutions partner.
These milestones are the top six major tasks and accomplishments to complete in your first 90 days, in order. For more information and help in completing these, use the dropdowns below.
Your PDM will be your primary contact at HubSpot, focused on short and long-term business development. They are dedicated to your success, helping you develop strategic plans to expand your HubSpot practice, drive sales efforts, and grow your customer base. Additionally, they will work with you to enhance your knowledge and skills through certifications and accreditations that are relevant to your goals. Your PDM will also keep you informed on the latest HubSpot products, services, and strategies and help resolve outstanding issues. In addition to your PDM, you’ll also have access to the Knowledge Base and HubSpot Support for troubleshooting issues.
Anyone involved in managing the partnership should be involved in the partner kickoff conversations and goal setting, as well as a sales leader.
Start your persona-specific playlist. Choose from the following options: Partner Executive Onboarding, Partner Administrator Onboarding, Partner Marketing Onboarding, Solutions Partner Sales Onboarding, Partner Technical Pre Sales Onboarding, Partner Professional Services Onboarding, Partner Customer Success Onboarding. Your PDM will assign you the right playlist. If you haven't been assigned a playlist yet, reach out to your PDM.
Feeling ambitious? You can take more than one.
By the end of these, you should:
Additionally, make sure to watch the four Onboarding Foundations workshops here. Can't access this page? Reach out to your PDM.
Mutual Action Plan (MAP): With your PDM, you’ll collaborate on your MAP to align on business priorities, your goals for your HubSpot partnership, strategies to achieve these goals, go-to-market plans, and any current open opportunities. You will also work with your PDM on best practices for collaborating with HubSpot sales team.
PDM will be here during your onboarding and throughout your time as a solutions partner. They’ll host 1:1 meetings to train and coach through pipeline management and sales processes, but when actually working a deal, you’ll be co-selling deals in collaboration with Growth Specialists (GS) on HubSpot’s direct sales team.
Growth Specialists are your day-today sales partners who collaborate with you on communications strategies, roles, responsibilities, and a closing plan for each deal. They provide support on demos, generating and sending quotes, and helping you attach Proof-of Involvement (POI) for each deal. Once you register a deal, a GS will automatically be assigned to your deal based on geography and segment.
Learn how to create a shared deal here.The Partner Resource Center is your one-stop shop for all partner resources from on-demand and live training to self-serve resources, pitch decks, brand guidelines, benefits information and more.
Once you've completed the rest of your onboarding, visit this page for more information, and bookmark it for future reference.
Every partner organization needs one individual to take and pass the Solutions Partner Certification exam in order to keep your partner and tier status within the program. Note: this must be renewed every two years. Failure to do so will result in losing your tier status.
Your one-stop shop for all things you need as a partner. Visit here.
Learn about the team supporting your growth, the various tools and programs available, and ways to get involved in the HubSpot ecosystem.
Learn what it means to tier within the HubSpot Solutions Partner Program and how you can achieve your tier goals by selling and servicing HubSpot.
Need to discuss challenges? Looking for announcements or product news? Join the private partner Slack workspace to network with other partners and stay in the know on all things in the HubSpot partner world.
The partner Facebook group is run by you, our partners. Use this space to discuss sales and marketing strategies, troubleshoot new products, get feedback on a project, and more.
Still have questions about the program? Questions range from commissions to tiering to events and more.
Create a listing in the HubSpot Solutions Directory to get found by your next new client. The directory is a great place to get internal visibility by HubSpotters and allows you to showcase your areas of specialization by industry, geography, certifications, client reviews, and more.
Download the official HubSpot Solutions Partner Program badges here to use on your website and other collateral. Bookmark this resource for all your graphic needs.
This 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. Download the playbook here.
Download assets such as eBooks, guides, blog articles, graders/tools, and presentation decks produced by HubSpot, but made available to partners to design, brand, and use for your marketing efforts.
Learn new skills and build pipeline to drive revenue with ready-to-use prospecting playbooks to help you engage good-fit prospects through tailored competitive and market plays that you can set up in your CRM.
Have a prospective customer you need to demo HubSpot for? Leverage your demo account.
Download this PDF guide to learn about the many people at HubSpot dedicated to supporting you and your goals, and how to work with these individual roles.
Use the pricing page to configure the best package for your customers. Visit the pricing page.
Use this page is to help you navigate HubSpot’s sales rules and core sales team.
Looking for more detail about the products and services HubSpot offers, the features associated with those products, and a transparent explanation of any limits that apply?
Once you've got the basics down, head over to the HubSpot Product Enablement Resource home for ideal customer profiles, pitch decks, and more.
The HubSpot Knowledge Base is a library of how to product articles. From there, make sure to visit and bookmark the partner tools Knowledge Base, too.
Work with a dedicated HubSpot Technical Consultant for expert guidance on deploying HubSpot software.
All the latest and greatest product updates and new features, complied in one place.
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Are you looking for more technical resources? For those looking to develop on HubSpot, get started here.
A three-day deep dive into all things inbound marketing. This intensive, interactive training covers all the main tools available in Marketing Hub, aimed at the Professional and Enterprise user.
Cost: Free, application based
Duration: 4-6 weeks
Description: Bootcamps are instructor-led online education programs that empower HubSpot customers and partners to grow their skill sets and develop new strategies for their organizations. Topics range from pipeline generation, the discovery call phase of the inbound sales process, video production, and more.
Cost: $1,750/month for 5 hours of remote access to HubSpot Technical Consultant
Duration: 5 hours/month
Description: Managing multiple customers means managing multiple use cases. It can be difficult to know the nuanced solutions for every scenario—all while balancing success and retention across your customers.
Cost: Starting at $7,000
Duration: 8 hours over up to 3 months
Description: Partner Private Training is a catered, classroom-style program that aims to help Partners close knowledge gaps and upskill teams effectively on the HubSpot platform.