During an active sales process, a HubSpot direct rep (GS) determines that the prospect would benefit from working with a Solutions Partner. Provided the prospect/customer agrees, the GS facilitates an introduction between the customer and one or more partners, via email.
This is a referral from HubSpot, and does not result in revenue share for the partner who is brought into the deal, unless you are eligible and the deal qualifies for the Upmarket Referral Program (see below). All DIFM deals count toward your Sold MRR credit, but only Upmarket Referral Program deals are eligible for revenue share.
A GS may create a shared deal to invite you to sell the deal with them. As with Partner Collaboration, you should inform your CAM but work with the GS to sell the deal. A customer-signed Confirmation Link (confirming proof of services) is required for you to receive sold MRR credit upon close of the deal.
Do It For Me Deal Eligibility
The same deal eligibility rules apply as with Partner Collaboration.
Do It For Me Checklist
- Deal is eligible for Do It For Me (as described above)
- GS or CAM provided the referral to you via email and recorded Do It For Me on the deal in HubSpot’s CRM prior to deal close
- Confirmation Link, confirming proof of services, has been completed at time of deal close
HubSpot Upmarket Referral Program
During an active sales process, a HubSpot direct rep (GS) may determine that a prospect would benefit from working with a Solutions Partner. Provided the prospect agrees, the GS will then facilitate an introduction between the prospect and one or more partners, via email. We recognize that partners who are brought into deals with HubSpot’s direct team are often very influential in closing the deal and hence this Upmarket Referral Program provides an opportunity for partners to get recognized and rewarded for their role in the pre-sale process. In this program we will grant up to twelve months of revenue share and Sold MRR credit to the qualified partner who meets all the requirements outlined herein in recognition of their time and expertise dedicated to the sale.
This is an Optional Program (as defined in the HSPPA) and is available only to platinum, diamond, or elite tier solutions partners in good standing who are also CRM Implementation accredited. Revenue Share under this Optional Program means an amount equal to ten percent (10%) of Net Revenue paid to HubSpot in the first twelve months of the qualified Subscription Service purchase, as long as the customer’s qualified subscription remains active during this time. Revenue Share is paid as recognition of the partner’s role in the pre-sale process and is not dependent on the partner continuing to work with the customer after the sale. Please note that eligible partners are not guaranteed to receive upmarket referrals under this Optional Program.
Qualified Subscription Service for the purposes of this Optional Program means Professional or Enterprise level subscription purchased by or on behalf of a customer new to HubSpot. It must either be a single-product line subscription with a minimum value of USD $5,000 or a multi-product line subscription with a minimum value of USD $3,000. The customer must also sign partner Proof of Involvement (POI) in the sales process to confirm the partner’s involvement in the deal and their obligation to provide services to the customer. Finally, a HubSpot GS and Channel Account Manager (CAM) must attest to the partner's involvement in the sale process and contribution to the successful closure of the deal.
Upmarket Referral Program Eligibility
- Platinum, diamond, or elite tier partner
- CRM Implementation Accredited
Upmarket Referral Program Deal Eligibility
- New customer to HubSpot
- Net new Professional or Enterprise level Subscription Services purchase
- Single-hub value of USD $5,000+ or multi-hub value of USD $3,000+
- Proof of Involvement (POI) signed by the customer
Upmarket Referral Program Checklist
- Partner is eligible for Upmarket Referral Service Program
- Deal is eligible for Upmarket Referral Service Program
- GS or CAM provided the referral to you via email and recorded Upmarket Referral Service on the deal in HubSpot’s CRM prior to deal close
- GS/CAM attest to your involvement in the pre-sales process
- POI has been completed and signed by the customer at time of deal close
Overview of Revenue Share for Upmarket Referral Program
Upon successful close of a deal that meets the eligibility requirements above, you will earn up to twelve months of Revenue Share as well as Sold MRR credit on the transaction. Revenue Share under this Optional Program means an amount equal to ten percent (10%) of Net Revenue paid to HubSpot in the first 12 months of the qualified Subscription Service purchase.
Revenue Share is accrued monthly and paid on a quarterly basis.This payment will continue for 12 months as long as the customer continues to pay HubSpot, and as long as you continue to be in good standing and continue to fulfill all your obligations as a Solutions Partner under the HubSpot Solutions Partners Program Agreement.