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.

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Onboarding for HubSpot Solutions Partners

New to HubSpot? 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.
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Get Started

Welcome to the HubSpot Solutions Partner Program! Now that you're a partner, where do you begin? There are three main building blocks that lay the foundation for becoming a successful partner, outlined below. 
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Partner Program 101

All the details on everything across the HubSpot Solutions Partner Program, including program details, benefits, IP training, and more.

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HubSpot Software Fundamentals

Dive deeper into HubSpot's products and become a certified expert for your clients.

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Selling & Servicing

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.

Are you signed up for Onboarding Foundations?
Reach out to your Partner Specialist to learn more and enroll today.

Understanding the Partner Program

Learn the program rules, understand your benefits, and take training on everything there is to know about being a HubSpot solutions partner.


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Get Solutions Partner Certified

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. 

Get Solutions Partner Certified

Understand Your Benefits

Learn about the team supporting your growth, the various tools available, and ways to get involved in the community. 

Download the Guide

Program Rules & Regulations

Partner Confidentiality Training

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.

Take the lesson

Intellectual Property Training

This lesson helps partners understand important intellectual property issues and helps clarify the permitted uses of HubSpot's trademark.

Take the lesson

HubSpot Solutions Partner Program Policies

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.

Review the policies

Sales Rules

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.

Learn more

Promotional Guidelines

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.

Learn more

Commissions FAQs

Looking to learn more about how commissions (aka revenue share) work? Check out these frequently asked questions. 

Learn more

Still have questions about the program?

Check out the FAQs
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How to Build a Successful HubSpot Practice

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.

Learn the HubSpot Software

Start mastering your HubSpot skills by learning about HubSpot's CRM Platform and connected hubs.

What is the HubSpot CRM Platform?

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. 

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Software Training & Certifications

Marketing Hub

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. 

Sales Hub

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. 

Service Hub

Learn how to create a frictionless customer experience through features such as help desk, knowledge base, and feedback and advocacy tools. 

CMS

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]

Operations Hub

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.

HubSpot CRM

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.

Looking to develop on HubSpot?

Get started here.

Bookmark: Once you've got the basics down, head over to our Product Enablement Resource home for a deeper dive

Visit the product resource page

Sell HubSpot

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.

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Selling the HubSpot CRM Platform

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 course

Resources to Support You Throughout the Sales Process

Go to Market Resources

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.

Pricing and Packaging Your Services

Define and develop a standard inbound and lightweight service offering to help your clients meet and exceed their goals.

Take the course

Campaign Kits

Flywheel Campaigns help partners stay aligned with HubSpot’s marketing campaigns. Download monthly kits that include educational content, marketing materials, and sales plays and collateral.

Get the campaign kits

White Label Assets

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.

Start generating leads

Servicing HubSpot

In this section, learn about how to onboard your new clients, implement quick wins, and continue to deliver success and delight.

Onboarding Your Clients

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 More About Client Onboarding

 

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Service Training and Certifications

Guided Client Onboarding

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.

Implementing Quick Wins

Pressed for time? This quick 7-minute Academy lesson covers how to implement a quick-win strategy for your clients.

Objectives-Based Onboarding

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.

Client Management

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.

Delivering Client Success

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 Now

Deep Dive on HubSpot Implementation

Learn about the best practices for implementation of the individual hubs and showcase your expertise by getting certified.

Marketing Hub Implementation

Sell, project manage, and enable long-term growth for your clients by implementing Marketing Hub.

Get Certified

Sales Hub Implementation

Learn how to implement Sales Hub from experts in HubSpot's partner ecosystem, including guidance on custom objects, positioning Sales Hub, and more.

Get Certified

CMS Implementation

Learn how to effectively lead your client’s website redesign and CMS implementation projects towards success. 

Get Certified

Keep checking back as we'll add more implementation certifications in the future.

Community

Get involved with the community. There are a ton of online spaces where HubSpot partners gather. We recommend starting here. 

Community

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. 

Join the HubSpot Community

Partner Directory

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. 

Set up your directory profile