Onboarding with a HubSpot Agency Partner Everything You Need to Know

Onboarding with a HubSpot Partner Agency: Everything You Need to Know

Going into an onboarding process with a platform like HubSpot, there are a few key things you need to know and consider before giving your HubSpot Partner Agency the green light.


What is HubSpot?

HubSpot is a Customer Relationship Management (CRM) platform with everything you’ll need to connect your marketing, sales, content and customer service. It is a primarily inbound marketing automation platform that streamlines the sales process. 

HubSpot is a worldwide platform with 113,925 customers across 120+ countries and offers a wide range of services and subscriptions, from a free starter package to a more expensive enterprise package. Each tier has different access and limitations, but the critical thing to consider is the size of your business and what you require HubSpot for. This prevents you from subscribing to a package you won’t be using to its full potential.

 See our recent blog post here for more information on how HubSpot works. 


Why use a HubSpot Partner Agency?

A HubSpot Partner Agency has access to HubSpot training and resources so that they understand the opportunities that can come from using the HubSpot Platform. As part of the HubSpot Partner Program, they have to prove a specific skillset through using HubSpot and ensure they can provide HubSpot Services to a high standard. 

Sometimes, they are also referred to as a HubSpot Partner Agency.

If you’re looking for a HubSpot Solutions Partner, the ROAR Digital Marketing team can help improve your inbound marketing strategy. Check out our HubSpot Management Services. 


Onboarding with a HubSpot Partner Agency

As much as a HubSpot Solutions Partner can figuratively work magic, there are limitations, so knowing what you’re getting from the offset is key.

These are a few of the things you should consider throughout the onboarding process:

Things to consider before onboarding with a HubSpot Agency 

What’s the goal?

HubSpot can leverage so much of your inbound marketing strategy, so you need to know precisely what you want from having a HubSpot Partner Agency onboard.


Tier Subscription

Not everything can be achieved with the starter version of HubSpot. You can’t ask for the world from your agency partner but only have the bare minimum regarding resources.


What do you need?

In marketing, there are a range of knowledge bases to work with. The range of knowledge you may have of HubSpot can be anything from what the platform is for to a working knowledge and understanding of HubSpot at your subscription level.

Knowing what you need from your agency partners is crucial to fulfilling that need. Be open and honest throughout the onboarding stage about your business goals, business challenges and level of HubSpot knowledge.


Do your research

How many HubSpot implementations has this agency done? Have they done any in your industry? What were the results? What was the level of success?

HubSpot has over 2,900 partners, so there isn’t much shortage when it comes to options for you to choose from. The value of having so many HubSpot marketing agencies to choose from allows you to be picky and narrow them down to ensure you’re getting exactly what you want from your HubSpot Solutions Partner.


Ask questions

There is no shortage of questions or even stupid questions regarding HubSpot.

But let’s go through our top 5 questions to ask a HubSpot Partner Agency:

  • Which metrics do you use to deem success?
  • Which team members are certified and will be working on the project?
  • How long have you been working with HubSpot?
  • Have you worked with any other businesses in our industry?
  • How does your pricing structure work?


Every agency runs slightly differently; although the overall body of work should be similar, it’s usually ever so slightly different. So, finetuning and ironing out the little differences is vital for you to get through during the onboarding phase. 

Asking questions also provides the agency with an opportunity to expose their track record. Have they had a lot of success with HubSpot previously? Do they have a catalogue of successful clients? This can make the process of choosing a HubSpot agency much easier also. 


Everything you need to know before onboarding with a HubSpot Solutions Partner

  • Know what your goals are for HubSpot.
  • Understand the limitations of your subscription.
  • Where is your knowledge level at?
  • Research your agency partner options.
  • Ask all of the questions you need to gain clarity.



Make the most of your HubSpot Platform and turn clicks into customers with HubSpot Management Services from ROAR Digital Marketing. We are certified HubSpot Solutions Partner ready to take on your challenge.


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