HubSpot Onboarding

Partner tier does not necessarily equal better partners. The tier of a partner agency just means that they have been recognised by HubSpot for their work. Some agencies might run less onboardings, but still provide an outstanding service – the more work partner agencies do, the higher their partner tier. 

Our advice when choosing a partner agency is to trust your gut, listen to the knowledge they can provide you and see how well they understand your business. That way you will know if they’re a good fit for you. 

Knowledge, Transparency, efficiency, and a good relationship. Knowledge is key because ultimately, they need to have expertise in the platform in order to reach you goals with the platform. Transparency, fits in with the idea of Honesty, if your goals are out of scope, an agency that pushes back and tells you that this is not possible and provides an alternative that is acheiveable is a telling sign of a good agency. You also don’t want a yes man for this role. If you can find an agency that challenges your approach, you’re more likely to get more out of your onboarding as they don’t want to simply mirror your current process, but will look for ways to simplify or Improve it. Efficiency. An agency who is efficient can help you to begin seeing the benefits of hubspot earlier in the process. By a good relationship, we mean, you need to find an agency you want to work with, talk to on a weekly basis. Yes being great at what you do is key, but finding a partner that suits your work culture we believe is just as important.