Hub spot partner agency guide 2012

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HUBSPOTS PARTNER AGENCY GUIDE1

WWW.HUBSPOT.COM

BEING A PARTNER AGENCY

HubSpots Guide to

Access to all Partner Agency resources in one easy to reference eBook

A publication of

HUBSPOTS PARTNER AGENCY GUIDE2

WWW.HUBSPOT.COM

... brings your whole marketing world to-gether in one, powerful, integrated system.

HUBSPOTS ALL-IN-ONE MARKETING SOFTWARE

Get Found:+HOSSURVSHFWVQG\RXRQOLQH Convert: Nurture your leads and drive conversions Analyze: Measure and improve your marketing Plus more apps and integrations

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EMAIL & AUTOMATION

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MARKETINGANALYTICS

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HUBSPOTS PARTNER AGENCY GUIDE3

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CONTENTS

YOURE A HUBSPOT PARTNER AGENCY /6

LEARN HOW THE HUBSPOT SOFTWARE WORKS /9

I HAVE AN INBOUND LEAD /13

A LEAD BECAME A CUSTOMER /23

ONGOING SUPPORT FOR PARTNER AGENCIES /29

HUBSPOT SOFTWARE TOOLS /32

PARTNER AGENCY TOOLS AND RESOURCES /56

REGISTERING LEADS /58

PARTNER AGENCY TIERS /60

PARTNER PORTAL /63

CUSTOMER HAPPINESS INDEX (CHI) /65

PARTNER AGENCY COMMISSIONS /67

HUBSPOT GLOSSARY /69

HUBSPOTS PARTNER AGENCY GUIDE4

WWW.HUBSPOT.COM

Congratulations on becoming a HubSpot Partner Agency!

Youve joined a growing team of agencies who understand the changing

landscape of marketing! By becoming a HubSpot partner, Marketing

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and streamline your client delivery and reporting. Were looking forward to

growing your business with you!

HUBSPOTS PARTNER AGENCY GUIDE5

WWW.HUBSPOT.COM

My Channel Account Manager

Name:

Email:

My Inbound Marketing Consultant

Name:

Email:

My Account Manager

Name:

Email:

Other Contacts

Billing Questions: Billing@HubSpot.com

VAR Program Manager: VAR-Program@HubSpot.com

Technical SupportH[W

My HubSpot Contact List

HUBSPOTS PARTNER AGENCY GUIDE6

WWW.HUBSPOT.COM

SECTION 1

YOURE A HUBSPOT PARTNER AGENCY

HUBSPOTS PARTNER AGENCY GUIDE7

WWW.HUBSPOT.COM

Step 1

HubSpot Authorization (Contract for HubSpot portal)

You will receive this from your Channel Account Manager (CAM)

Complete the online billing link

Save a copy of your contract

Step 2

Send your Partner Contract & W9/W8BEN (REQUIRED)

Download the appropriate forms from the Partner contract page on HubSpot.com

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Step 3

Register your leads with HubSpot

Register at least 5 leads via this link: http://var.hubspot.com/var_add_lead

Youre now a HubSpot Partner Agency!

HUBSPOTS PARTNER AGENCY GUIDE8

WWW.HUBSPOT.COM

Step 4

Participate in your HubSpot product training

1-on-1 training OR HubSpot Academy

1-on-1 training: You will be introduced to your Inbound Marketing Consultant

(IMC)

HubSpot Academy: You will receive a link from your CAM to register for the

HubSpot Academy kickoff call

Step 5

Partner Agency Sales training will begin (usually in week 3)

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These sessions are lead by HubSpot Partner team members

Youre now a HubSpot Partner Agency!

HUBSPOTS PARTNER AGENCY GUIDE9

WWW.HUBSPOT.COM

SECTION 2

LEARN HOW THE HUBSPOT SOFTWARE WORKS

HUBSPOTS PARTNER AGENCY GUIDE

WWW.HUBSPOT.COM

Step 1

Get introduced to your consulting track (1-on-1 OR HubSpot Academy)