2.1b WHEN TO REGISTER LEADS
3.1b YOUR HUBSPOT PARTNER TOOLS
Learn about the partner tools that will help you manage your relationship with HubSpot.
3.2 NEXT STEPS
Get started strong with your partnership.Here is your plan of action for doing so.
When to use these resources:
Check if your client persona aligns with what HubSpot defines as a good fit business for inbound services.
See our good fit matrix for inbound services
If you do not have a defined client persona or if your client person doesn't align with our good fit business matrix, use these resources to develop new personas :
HubSpot Make My Persona Tool
How to Create Detailed Buyer Personas for Your Business [Free Persona Template]
Ideal Customer Profiles and Buyer Personas—How Are They Different?
How to Create an Ideal Client Profile
Step 4: Create your agency sales plan
Download the Partner Sales Plan Template here
You can refer to these examples of Sales Plans to draft your own up.
Remember to periodically review and edit your sales plan according to your changing business needs.
When to use these resources:
Step 3 : Move on to the Pricing services exercise
>>>To request more support on developing or expanding your services, write in to Partnerteam@hubspot.com to connect with your Partner Development Manager.
When to use these resources:
When to use these resources:
When to use these resources:
When to use these resources:
For Demo -
Setting Up a Sales Demo
For Pricing & terms -
HubSpot Agency
Proposal Examples
Example proposal - Sales Services
Example proposal - Sales Acceleration Services
Example Proposal - Marketing & Sales Services
When to use these resources:
>>> What if I need more help?
Providers are unable to waive onboarding on this tier of partnership, new customers on HubSpot Professional and above subscriptions will have to purchase a 1 time onboarding. An onboarding specialist will work with you to onboard you client on HubSpot.
You will also have access to our 24/7 Support team for any technical questions.
>>> What if I want to provide HubSpot onboarding for my clients ?
We have a Solutions Partnership Program that you can upgrade to. Write in to partnerteam@hubspot.com to find out more.
1. Complete your legal paperwork
2.. Read through referral process
3. Register your existing and prospective clients as deals
4. Enable your settings to get notifications when someone requests a demo
5. Start promoting yourself as Solutions Provider (See Partner Marketing)
6. Read through Partnership Policies and partnership lead rules
7. Join our Slack Community Channel , LinkedIn Provider Group and Partner Community forum
Need help with starting a sales process with your leads or expanding your agency services ?
>>>email partnerteam@hubspot.com
In order to receive commission, you will need to fill out your legal paperwork.
Please refer to this guide : Submit bank and tax documentation through your partner account
If you are a provider located in France or Germany, an additional step is required for your commission. Please refer to this guide.
When one of your registered and accepted domains buys HubSpot, you are eligible to receive revenue share for that deal. The revenue share is 20% of the monthly recurring revenue (MRR) subscription value of the product line(s) purchased.
At the provider level revenue share is paid for the first 12 months as the customer’s subscription for the product line(s), as long as that customer remains active. You can choose to upgrade to the Solutions Partner Program before your lead checks out to be awarded lifetime commission.
For more information, see the ‘Revenue Share and Payment’ section of the applicable Partner Program Agreement
For any additional questions on Commissions, please reach out to the Partner Commissions team at Varcommissions@hubspot.com
To refer your existing clients and leads to HubSpot , you need to register your deals in your partner account.
HubSpot will not notify or reach out to your registered deals, this is an internal process for us to associate deals to your partner account.
Learn More About Deal Registration and Shared Selling
1. Watch this 8-minute demo to understand how deal registration works. During the demo you'll see the end-to-end process of how to use the shared selling tools.
2. Take the " Selling with HubSpot" Academy course
All successfully registered leads will appear in your CRM under Partner > Capacity Manager.
If you are unable to register your clients successfully, you next step is to reach out to partnerteam@hubspot.com with the following details :
1. Client's Domain
2. Which subscriptions are they evaluating
3. What is the timeline of their purchase
4. What services are you providing
5. How do you need help
This policy and FAQ page is intended as an easy guide to locate the processes and policies related to the program.
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.
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