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HubSpot Solutions Provider Resource Center

Your one-stop-shop for all resources to help you sell, market and deliver services with HubSpot as a provider.
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Getting Started as a Provider: Video Series

The videos below are built to walk you through your journey as a provider. They are designed to be watched in order, but providers of all experience levels will find helpful content.

1.1 WELCOME
 
We are excited to have you in the program. Here's why. And how you can get off to a fast start.
 
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Interactive, bi-weekly workshops designed to expand
your toolkit and accelerate your growth -
as a business and as a Solutions Provider.

Partner Training Guides

The guides below are built to walk you through different stages in your Provider journey. They are designed to be completed in order, but providers of different stages can pick and choose relevant trainings.

When to use these resources:

  • When you are developing or redefining the way you go to market with your agency.

  • Learning Outcomes: 
  • -Develop a good positioning statement for your agency
    -Develop your ideal customer profile and buyers persona
  • -Set up your agency sales goals

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. 

 

Additional Resources

White label materials, additional webinar trainings and resources to ensure you are set up successfully to start referring leads and receiving commission.

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

Have another question?

Shoot us an email: partnerteam@hubspot.com