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Agency Partner Projects

Agency Partner Projects are step-by-step guides to succeeding as a HubSpot agency partner. Each one contains valuable education about how accomplished agencies operate. They'll walk you through working with clients, building your business, getting the most out of HubSpot, and more.

Don't forget HubSpot Projects!

HubSpot Projects are the perfect educational tool for helping your clients and colleagues achieve their goals.

Try HubSpot Projects
Projects
Campaign
1st Agency Campaign
Get to know your HubSpot tools and our Partner co-brandable Ebooks.  Build and launch an inbound campaign around a content offer for your agency.
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Initiative
Account Review
Perform a quarterly account review to uncover existing optimization opportunities and increase the ROI of your inbound marketing activities.
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Initiative
Agency's Positioning Strategy
This project will walk you through the necessary steps to create a truly unique agency positioning strategy that comes from your entire team and is documented in a template that is easy to use and share with others.
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Initiative
COS Redesign
If you need help scoping a quoting a client's COS website redesign, then this is the project for you. By completing this project, you will learn how to ask the right questions, come up with a proper quote, and find a subtractor to complete the redesign.
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Initiative
Creating an Inbound Retainer

This project will walk you through structuring and pricing inbound retainers. You'll learn how to create tiered retainer packages, scope the pricing and hours to deliver your services, and present a proposal to your client.

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Initiative
Ending an Account Retainer
Follow a process for properly ending your services with a particular HubSpot customer account.  Execute a plan designed to successfully transition away from working with a client while setting up their HubSpot account as well as your own agency for success going forward.
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Campaign
Inbound Hiring
Follow these steps to automate your hiring process to save time and find the right employees for your agency.
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Campaign
Marketing Strategy Services

Generate ROI from your agency's copy of HubSpot immediately by generating leads for new marketing strategy services.

Create new revenue streams that qualify potential clients for fit before committing to a full inbound retainer.

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Initiative
Measure Account ROI
This project will help Partners use HubSpot Analytics tools to the successfully report on important account metrics to clients.
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Initiative
Onboarding New Client

Steps to take when a HubSpot Agency Partner has just closed on a new inbound retainer for a client.

Execute HubSpot's onboarding process such as kick off, migration, contact import and getting started with inbound campaigns.

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Initiative
Qualify and Sell HubSpot CRM
This project will guide you on qualifying and selling your prospects and clients on the HubSpot CRM. You'll go through the steps to determine if your prospect is a good fit for the HubSpot CRM, prepare a demo environment, and complete a demo call.
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Initiative
Set-up a HubSpot portal
This project will help you to successfully set up your HubSpot portal. Completing these steps will enable you to get your website ready so your Marketing Team can start implementing their inbound strategy.
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Initiative
Targeted Sales Strategy
This project will help your agency to focus your inbound retainer sales efforts and jumpstart your pipeline of quality leads.
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