HubSpot’s Partner Orientation

Partner Inbound Success Training

Use the Chat Pane in GoToWebinar

to Ask Questions!

We’ll get started in a few minutes!

@kelseynorberg

Inbound Marketing Consultant

Kelsey Norberg

http://academy.hubspot.com/Partner-Classes/var-training-overview/var-orientation/var-orientation-archive-page/

TODAY’S GOAL: To ensure set up of your own HubSpot and to prepare you for your first 1x1 session.

1 Intro to the Partner Program & Path to Certification

2 Getting Started with your HubSpot

3 SMART Goal Setting

4 Persona Development

5 Next Steps & Action Items

AGENDA

WELCOME TO THE HUBSPOT TEAM. 1

Learn Together

SUMMARY OF THE HUBSPOT PARTNER PROGRAM:

1

2

3

4

Market Together

Sell Together

Grow your agency!

LEARN TOGETHER 1

9

Learn

Execute

1:1

Sell

Partner Broadcast

Lead Generation Webinar

Promotion Webinar

Driving ROI Webinar

HubSpot Academy

VAR Orientation Webinar Delivering Services Using

HubSpot Webinar

How to Retain & Renew

Clients Webinar

How to Run an Account

Review Webinar

Pricing & Packaging

Webinar

Winning with a

Consultative Sales Process

Advanced Sales Training

Webinars

Goal Setting & Kickoff

Campaign Progress

Update

Campaign Progress Review

Onboarding Strategy

Find all of the Training Resources you will need in the HubSpot Academy!

Blog

Social Media

Keywords

Pages

Calls-to-Action

Landing Pages

Forms

Contacts

Email

Workflows

Lead Scoring

CRM Integrations

Social Media

Smart-Calls-to-Action

Email

Workflows

Attract Convert Close Delight

Strangers Visitors Leads Customers Promoters

MASTERY OF THE INBOUND MARKETING METHODOLOGY

SET UP A CAMPAIGN, LAUNCH OFFERS,ANALYZE RESULTS, AND REPORT SUCCESS

Offer

Landing Page + CTA

Workflows

Email Blog

Social

Analyze

THE RECIPE FOR SUCCESS

- Plan to dedicate 10-15 hours per

week to inbound marketing

- Take at least 1 HubSpot Academy

Class per week

- Add the training classes and

inbound marketing activities to

your calendar and stick to it!

MARKET TOGETHER 2

RECYCLED CONTENT

NEW CONTENT

HUBSPOT eBook KITS

http://academy.hubspot.com/partner-classes/hubspot-var-resources

CONTENT MARKETPLACE

How Will You Create Content?

SELL TOGETHER 3

Register Leads with HubSpot.

AUTO LEAD REGISTRATION CONNECTOR (ALRC)

To Set Up ALRC: • Contact your channel account

manager to initiate a joint sales process. (required!)

• We will set up a connection between the forms on your pages and HubSpot’s Salesforce.com

• Automatically register new leads as they come in!

LIST YOUR AGENCY’S SERVICES IN THE MARKETPLACE

GROW AND ACHIEVE SUCCESS WITH THE HUBSPOT VAR PROGRAM!

VAR Sales Tiers *Only HubSpot Partner Certified Agencies Qualify

Partner Tiers Overview: http://www.hubspot.com/partners/partner-tiers

How do you become a certified HubSpot Partner you ask?

• Attend The 10 Partner Inbound Success Training Webinars, review

the course materials, and take the exam! (Must score at least an 80) • You can find the classes, coursework, study guide, and exam in your

portal (Academy > Certification > Partner Certification)

• You must be HubSpot Product Certified before you can be certified as a HubSpot Partner

Certification FAQs: http://academy.hubspot.com/certification-faq

GETTING STARTED WITH YOUR HUBSPOT. 2

ON THE BASIC PACKAGE?

TAKE YOUR SITE LIVE! CALL SUPPORT IF YOU NEED HELP!

ON THE PROFESSIONAL PACKAGE?

INSTALL THE TRACKING CODE SET UP THE SUBDOMAIN

LEAD TRACKING CRM INTEGRATION

CALL SUPPORT IF YOU NEED HELP!

SET UP HUBSPOT EMAIL NOTIFICATIONS

RECEIVE HUBSPOT WEEKLY AND MONTHLY UPDATES TO YOUR INBOX

ADD MORE USERS & DEFINE USER ROLES

SMART GOAL SETTING. 3

WHAT IS SMART GOAL SETTING?

SPECIFIC: Visits, Leads or Customers

MEASURABLE: Provide a number

ATTAINABLE: Understand benchmarks RELEVANT: Relates back to overall end goal

TIMELY: Include time-frame

POOR EXAMPLES

Rank my website #1 on Google

Get more customers through social media

Grow my business by 10x

SMART GOAL EXAMPLES

Grow traffic through Google and social media by 3x over the course of 1 year

Convert 20% more traffic into prospects and customers by the end of Q3

In 4 months, increase lead to customer conversion rates by 15% using email marketing to convert leads into customers

SMART GOALS DRIVE VISITS, LEADS, & CUSTOMERS

Help.HubSpot.com Tutorial: How to come up with SMART Goals in HubSpot

Set SMART goals before the consulting call.

PERSONA DEVELOPMENT. 4

BUYER PERSONAS

are fictional characters marketers create by doing research. They represent

your ideal customer & help you to refine your

marketing activities.

Everything: • Keyword strategy • Blog posts • Offers • CTAs • Landing pages • Thank you pages • Lead nurturing • Workflows • New services • New products

Enter Answers Into Goals, Personas, Pipeline Doc

What if I need help along the way?

Your Inbound Teacher • Inbound Methodology

• Goal-Driven

Marketing Strategy

Consultant

SUPPORT RESOURCES

Your Software Lifeline

• http://help.hubspot.com

• 1-888-HUBSPOT ex. 3

Partner Strategist

Product & VAR Training Classes

• Best practices and tool walkthroughs

• Small class sizes lead by experts • Live presentations with Q&A

• Live workshops

• Sales Coaching

• Selling Opportunities • Agency Growth & Strategy

IMPORTANT LINKS

Academy.hubspot.com

Help.HubSpot.com

HubSpot Partners Forum (Linkedin)

ACTION ITEMS . 5

Attend the Buyer Personas class, and set the foundation for all of your marketing. http://academy.hubspot.com/buyer-personas-training-class-registration/

1

2 Complete the Goal+Persona Planning Worksheet. This was emailed to you by Deedee Perry, but is also available on the class resources of the archive page. http://academy.hubspot.com/Partner-Classes/var-training-overview/var-orientation/var-orientation-archive-page/

YOU’VE ALREADY BEGUN! KEEP ON TRUCKIN’!

Key takeaways. • All the resources you need are here:

http://academy.hubspot.com/hubspot-partners/main-page/

• Plan to dedicate about 10-15 hours a week to learn and execute on inbound marketing activities for your own agency.

• Develop your goals and personas to ensure that your content creation strategy is on target

• You have 4 immediate resources available to you: your consultant, your Partner Strategist, HubSpot Academy classes, and the Support Team.

WRAP UP & NEXT STEPS.

1. FINISH TECHNICAL INTEGRATION 2. ATTEND THE BUYER PERSONA TRAINING

CLASS 3. COMPLETE GOAL & PERSONA PLANNING

WORKSHEET (SEND TO YOUR CONSULTANT)

4. MEETING WITH YOUR 1X1 CONSULTING TECH SUPPORT: 1-888-HUBSPOT ext3

QUESTIONS?