Logo - Full (Color)
Skip to content

Solution Partner Essentials: Managing and Retaining Clients

Learn and build structures and processes to allow for scalable & repeatable success with your customers through HubSpot.

Course Information

Who this Course is Best For

  • Role: Solutions Partners who are responsible for client success and retention throughout their lifecycle. They have been using HubSpot as a Partner for at least 3 months.
  • Subscription: Must be a Solutions Partner or Provider
  • Prerequisites: None

2023 Dates

New dates coming soon!



Course Details

  • You’ll learn to how to:

    • Leverage your available resources as an approved Solutions Partner.
    • Develop a Customer Journey Map and Client Delivery Plan by implementing quick win and transformational strategies
    • Audit client portals using best practices
    • Collect and action client feedback
    • Identify and manage growth in HubSpot

  • HubSpot Partnership and Resources

    • The Solutions Partner Difference for Clients
    • Know your Dedicated HubSpot Staff
    • Additional Solutions Partner Resources


    Enabling Clients to Trust Our Expertise

    • Customer Journey Mapping
    • Client Delivery Plan
    • Running Client Kick Off Calls
    • Portal Audits and Best Practices


    Ensuring Customer Satisfaction and Leveraging Expansion Opportunities

    • Quick Win Strategy
    • Transformational Strategy
    • Collecting Client Feedback
    • Actioning Client Feedback
    • Identifying Growth Opportunities
    • Managing Growth in HubSpot
  • Each HubSpot training course is equipped with plenty of activities to help you apply what you have learned and keep you engaged from beginning to end. In this training course, you'll go through activities that will help you:

    • Identify the right HubSpot resources for any situation
    • Pinpoint what success looks like at each stage of your company’s customer journey
    • Create a client delivery plan
    • Review your current kick off call process
    • Audit a portal and analyze key benchmarks and tools to investigate
    • Determine quick wins and transformational plays
    • Identify when to ask for feedback
    • Action feedback
    • Uncover and manage Growth Opportunities
  • We design each HubSpot training to help you gain experience in your HubSpot tools quickly and easily. In this particular training you’ll see demos of the following areas:

    • Academy, Support and other Solutions Partner Resources
    • Snippets and Properties
    • Templates
    • Traffic Analytics Report
    • Projects and Dashboards
    • Feedback Surveys and Automation

Cancellation Policy

  1. classroom

    Our Trainers are Here For You

    You’ll love the hands-on approach of every training. A dedicated HubSpot professional will guide you through your marketing tools and strategies. Each trainer is engaging, talented, and, most importantly, here to help you reach your full potential as a HubSpot user.
    Sign Up Now
  • The Trainers were exceptional: Extremely knowledgeable, upbeat and supportive. The material covered all the right areas and the examples were spot on.


    Founder/Senior Consultant


  • You get much more than if you had just scanned through the documentation online. It was an excellent use of my time, even after taking it before. Great job. I honestly wouldn't change anything. Thanks!


    Senior Director of Marketing

    The Energy Project

Ask Us a Question