Partner Orientation:
Planning your Agency’s
Inbound Framework
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PARTNER CERTIFICATION.
Nick Salvatoriello
Head of Partner Training,
HubSpot Academy
@NickSalinbound
#HUBPARTNER
AGENDA
1
GOALS FOR BEING A HUBSPOT PARTNER
2 PARTNER INBOUND SUCCESS TRAINING ROADMAP
3 REVIEW AGENCY INBOUND FRAMEWORK PROJECT
1
GOALS FOR BEING A
HUBSPOT PARTNER
PARTNER GOALS FOR JOINING HUBSPOT
What would your answer be?
GROW YOUR BUSINESSES
*and teach others how to do the same
ACCESS PARTNER RESOURCES
ACHIEVE PROFESSIONAL CERTIFICATIONS
GET PARTNER SUPPORT
Channel Consultant (CC)
(onboarding existing accounts)
Channel Account Manager (CAM)
(reselling HubSpot to new accounts)
Tech Support
(Troubleshooting technical software questions)
The people and resources available to you will be the same as
those available to any other new HubSpot Agency Partner.
THE POWER IS IN YOUR HANDS TO DRIVE SUCCESS.
INVEST TIME TO DO INBOUND CORRECTLY
•
•
•
•
•
•
Training
Planning
Building
Launching
Reporting
Optimizing
An average of 10-15 hours a week of team effort
ONBOARDING MILESTONES FOR NEXT 6 MONTHS:
Get Hubspot set up to use
Kick off inbound marketing campaign(s)
Begin marketing + selling inbound retainers
Complete HubSpot + Partner Certifications
2 ROADMAP TO RETAINERS
PARTNER INBOUND SUCCESS TRAINING:
PARTNER ONBOARDING ROADMAP
ONBOARDING
KICK OFF CALL
(week 1)
PARTNER KICK OFF CALL (week 1)
Focus:
• Learn about your agency
• Learn about your goals
• Commit to an action plan for your first 6 months
HUBSPOT IMPLEMENTATION
CHECK-IN CALL
(week 1)
Complete all items in the checklist within 7 days
+
HUBSPOT IMPLEMENTATION CHECK-IN CALL (week 1)
• Do you have an IT or technical person who
manages your website?
• They need to be on this call to help with
any possible set up.
ONBOARDING PROJECT
REVIEW CALLS: (weeks 2-7)
What are HubSpot Projects?
Often collaborative, projects use
multiple apps in HubSpot in a
campaign or initiative to achieve a
particular goal or task.
Structured frameworks for getting results
Specific to-do’s, links to deeper training
USE HUBSPOT
PROJECTS FOR
YOUR OWN
INBOUND
MARKETING
AND/OR
USE HUBSPOT
PROJECTS FOR
YOUR CLIENT
INBOUND
MARKETING
PROJECT #1
(weeks 1-2)
Agency Inbound
Framework
AGENCY INBOUND FRAMEWORK
Goals of the project:
• Develop a framework for doing inbound
for yourself and clients
• Sign yourself up, be your best client!
How we do this:
• Framework for retainers, time, revenue
• Scheduling and prioritizing time
• Organizing people and resources
A.I.F. PROJECT REVIEW CALL (week 2-3)
Outcomes:
• Present the results of the Agency Inbound Framework project to
your Channel Consultant.
Where do you complete the work for this project?
• Where ever you are comfortable / already doing project
management for your agency.
• Google Drive is a great free tool.
• You may log into Basecamp and share with your CC.
When is this project review due?
• No later than week 3 of onboarding.
We will do a live walk
through of this project
at the end.
PARTNER PROJECT #2
(weeks 3-7)
Your Agency’s First
Inbound Campaign(s):
1. Plan
2. Review
3. Launch
FIRST INBOUND CAMPAIGN
Goals of the project:
•
Learning repeatable system for campaigns
•
Launch more offers = Leads = Sales
•
Become more efficient / streamlined
How we do this:
•
Pre-built, high-converting content offers
•
Step-by-step walk through of every part of
running a campaign [including links, tips and
resources]
(also great for training new employees)
MONTHS 3-6:
Complete training
for how to sell and
deliver retainers.
PASS HUBSPOT ACADEMY CERTIFICATIONS
Confirming a user’s certification status:
HUBSPOT PARTNER TIERS PROGRAM
KEY TAKEAWAYS
1
Onboarding with your CC lasts 6 months
2 Use HubSpot’s Projects and Certifications to
train your team and hit your goals
up new clients for inbound retainers on
3 Sign
HubSpot to access additional Partner benefits
3 PROJECT WALK THROUGH
AGENCY INBOUND FRAMEWORK
Review the AIF project’s key steps
Overview video (meet Luke):
Time commitment:
Plan your inbound retainer
Kickstart Retainer Tool
Watch Kickstart Retainer Tool walkthrough
Template for retainer activities, time, revenue
Assigning roles and responsibilities to your team
• Who should
participate on
calls with the
CC?
• Who should
focus on which
Certification?
Audit your time to remove lower-impact work
•
Can you dedicate a minimum of 10-15
hours per week to your agency’s
inbound efforts?
Block off time to complete retainer activities
Organize internal resources for action
Celebrate – have fun. This is #HubSpotting!
Share feedback so that we can improve them!
HubSpot Partners are leaving us great feedback:
KEY TAKEAWAYS
1
Committing to be your first + best “retainer”
client is critical to success
2
Prepare to dedicate 10-15 hours per week to
your inbound marketing efforts
3
Assign roles to your team for accountability
NEXT STEPS:
TASKS TO COMPLETE PRIOR TO NEXT CALL
1
Finish your HubSpot’s initial set up
2
Schedule 3 hours to complete the Agency
Inbound Framework Project: bit.ly/HubPartnerAIF
3
Complete all steps for Project #1,
‘Agency Inbound Framework’
4
Be ready to present your work to your
CC on your review call
^
All of these set up tasks and links to
resources can be found in your Basecamp!
• Completing HubSpot set up + Agency Inbound
Framework Project is required in order to move
ahead with your CC.
• They cannot help you plan without these
foundational steps completed.
ARE YOU READY TO GET STARTED?
FINAL THOUGHT:
IT’S ALL WORTH IT:
Your peers who hit
Silver last month:
Active Ingredients
BabelQuest Ltd
CarbonFoot Interactive LLC
Creatrix Marketing
Fit Marketing
Inflow
Invise
JTMarcom
Oegen
Pipitone Group
PLS Launch Solutions
Radar Digital
Reach
STIR
WakeFly
Xengoo
IT’S ALL WORTH IT:
Subscribe to the HubSpot Partner Broadcast
Your monthly Partner community news hour:
http://bit.ly/partner-news
We’re now also available as a Podcast
Find us in the iTunes store>>podcasts>>search “HubSpot Partner”
https://itunes.apple.com/us/podcast/hubspot-partner
#HUBPARTNER
THANK YOU.