Growing with the HubSpot Agency Partner Program

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1 CLASS 15 Growing with the HubSpot Agency Partner Program Professor: Angie O Dowd HubSpot Agency Partner Certification Brought to you by HubSpot Academy

2

3 1 WHY IS BECOMING A TIERED PARTNER IMPORTANT?

4 WHAT IS THE PARTNER TIERS PROGRAM? A program designed to acknowledge top Agency Partners who have not only brought the inbound message to the most clients, but also executed inbound marketing services to the highest standards.

5 FOUR TIER LEVELS SILVER GOLD PLATINUM DIAMOND

6 TIERS ARE ACHIEVED THROUGH SOLD AND MANAGED METRICS. Your agency gets credit for all the clients you have brought to HubSpot, as well as the existing HubSpot customers whose marketing or sales efforts you manage.

7 WHY IS IT BENEFICIAL TO BECOME A TIERED PARTNER?

8 JOINING THE TIERS PROGRAM UNLOCKS NEW BENEFITS FOR YOU AS A HUBSPOT AGENCY PARTNER.

9 When you reach Silver, your agency can be listed in HubSpot s Partner Directory.

10 Once you reach Gold, you ll be qualified to become a contributor to HubSpot s world class marketing blog.

11 When you ascend to Platinum, you ll be qualified to apply to the Agency Partner Speakers Bureau.

12 Platinum and Diamond partners are qualified to apply for an interest free loan from HubSpot worth up to $300,000.

13 ADDITIONAL BENEFITS AT EACH TIER Access to beta products Free tickets to INBOUND Attending HubSpot s annual Partner Day

14 BECOMING A TIERED PARTNER GIVES YOUR AGENCY ANOTHER POINT OF DIFFERENTIATION.

15 2 HOW DOES THE TIERS PROGRAM WORK?

16 WHAT ARE THE REQUIREMENTS FOR BECOMING A TIERED PARTNER?

17 You must have an active HubSpot Agency Partner Certification. You need a median of 5 apps being used across all your accounts.

18 HUBSPOT AGENCY PARTNER CERTIFICATION Ensures that all partners have been fully onboarded to the Partner Program, and are set up to deliver inbound marketing and sales retainers for their clients.

19 MEDIAN OF 5 APPS Ensures that all your HubSpot clients have active and healthy portals and are conducting inbound marketing campaigns with their HubSpot tools.

20 APPS THAT CONTRIBUTE TO THIS NUMBER

21 YOUR TIER IS DETERMINED BY TWO METRICS: SOLD AND MANAGED.

22 REACH OUT TO YOUR CHANNEL CONSULTANT FOR QUESTIONS ON YOUR TIER STATUS.

23 Sold refers to all the clients you bring to HubSpot. This means the lead originated with your agency, and you were involved in the sales process for their HubSpot account. Managed refers to all of the HubSpot accounts you actively manage on behalf of your clients. This is based on login information from the past 90 days.

24 THRESHOLDS FOR EACH LEVEL SOLD LEVELS Silver $625 Gold $1,125 Platinum $3,750 Diamond $10,000 MANAGED LEVELS Silver $3,500 Gold $6,500 Platinum $20,000 Diamond $50,000

25 IMPORTANT TO NOTE Your employee must log in using an address that is on the same domain as your agency s name that s how HubSpot tracks it back. Multiple agencies can manage one client when that occurs, HubSpot does an even split in the revenue credit between the agencies managing that account.

26 Check your tier status within your HubSpot Partner Dashboard.

27 This visualization helps you track how close you are to specific tiers. While this shows you where you are in real time, HubSpot only grants new tiers on a monthly basis.

28 You ll see a listing of all your sold and managed accounts. Dig into which accounts have high or low app usage.

29 Hover over the apps icon to see the apps you are and are not getting credit for.

30 WHAT HAPPENS WHEN YOU REACH A NEW TIER?

31 TIERS ARE RUN ON A MONTHLY BASIS AND ANNOUNCED ROUGHLY 15 DAYS INTO THE NEXT MONTH.

32 All of the users on your agency s account will be notified automatically via .

33 Newly achieved tiers will be announced on the Partner Broadcast and in the Partner Newsletter.

34 Show off your new badge. Promote your new tier status by embedding the graphics on your website. You can also write a press release to announce your new tier status.

35 GETTING STARTED WITH THE HUBSPOT PARTNER TIERS PROGRAM You must have a valid HubSpot Agency Partner Certification and median apps usage of 5 in order to qualify for the tiers program. Tiers are measured through sold and managed metrics. You can keep track of your progress in your Partner Dashboard.

36 3 WHAT DOES THIS JOURNEY LOOK LIKE?

37 AGENCY EXAMPLE: SCHOLES MARKETING

38 AGENCY EXAMPLE: SCHOLES MARKETING Located in Andover, Massachusetts 10 years of experience helping B2B tech startups succeed

39 Started working with HubSpot in 2008, before there was an official Agency Partner Program.

40 IN 2009, THEY WERE ONE OF THE FIRST 12 PARTNERS TO BECOME CERTIFIED AGENCY PARTNERS.

41 Once they achieved silver tier, Scholes was listed in the HubSpot Partner Directory. This has been a great source of referrals for their agency.

42 When they reached Gold, in 2013, they were invited to the first ever HubSpot Partner Day.

43 The Scholes team has attended INBOUND every year, using the free partner passes they ve earned through the tiers program.

44 Now that they ve reached Platinum, they re working on a client case study which will be hosted on HubSpot.com.

45 Scholes Marketing has not only been a great HubSpot Partner, they ve also been a true partner for their clients.

46 THANK YOU.

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