Onboarding Foundations for Partners

Choose your own onboarding path with a series of live workshops that teach you how to get the most out of the HubSpot software, and how to sell and service it.
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Why Onboarding Foundations?

All the basics you need to know about the partner program in one place.

New to HubSpot or the partner program? Self-select which workshops are best for you based on your experience and role. 

If you're more familiar with HubSpot, you can bypass the topics you don't need and focus on the ones you do with the modular format of Onboarding Foundations. 

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Flexible & accountable

Set—but frequent—dates hold your team accountable while still giving you the flexibility to choose what works best over the course of 90 days.
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Action-oriented

A live, interactive workshop allows you to learn and check items off your list so that you can get up and running in HubSpot. 

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Targeted

A modular format streamlines the onboarding process by empowering your team to get exposure to the tools most relevant to their roles. 

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Scalable

With your team onboarded in the topics that matter to them, you scale knowledge and usage of HubSpot from the very beginning.

Learn more about the process in this walkthrough video

 

Onboarding Foundations: Workshops Overview

Choose your own onboarding path with a series of live workshops that teach you how to get the most out of different HubSpot tools.
 
Jump to a section: 
Selling HubSpot | Servicing HubSpot 
 

Getting Started

Getting Started & CRM Setup with white space

Setup & CRM

What you'll learn:
- Account setup
- Account defaults
- Email connection
- Data migration
- Integrations
- CRM structure

Who should attend? Everyone

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Partner Selling Series

How to Sell with HubSpot Team with white space

How to Sell with the HubSpot Sales Team

What you'll learn:
- Who and what your HubSpot sales resources are
- Sales program rules & sales motions
- Domain & deal registration
- SMAC framework
- Cross-selling & up-selling
- How commission works

Who should attend? Sales leaders and reps, partner managers, BDRs, SDRs, Account Executives

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Why Choose HubSpot with white space

Creating Pitches & Delivering Demos

What you'll learn:
- Creating a pitch
- Pains and gains of each hub
- Why Choose HubSpot messaging
- Demo best practices


Who should attend? Sales leaders and reps, partner managers, BDRs, SDRs, Account Executives

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Partner Servicing Series

Unlocking Success with New Customers

Unlocking Success with New Customers

What you'll learn:
- Measuring successful implementations
- Quick wins in sales and service

Who should attend? Service leaders and reps, customer service, account managers

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Onboarding & Managing Your HubSpot Customers

Onboarding & Managing Your HubSpot Customers

What you'll learn:
- Who and what are your HubSpot success resources
- How to access HubSpot support
- HubSpot services offerings
- How to prepare for and onboarding clients
- Working effective handoffs
- Essential client reporting

Who should attend? Service leaders and reps, partner managers, customer service, customer support

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Sales Hub

Sales Rep Productivity Tools with white space

Sales Rep Productivity

What you'll learn about:
- Meeting links
- Snippets
- Templates
- Sequences
- Documents
- Tasks

Who should attend? Anyone in a sales role including sales operations

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Pipeline Management and Automation with white space

Pipeline Management & Automation

What you'll learn about:
- Pipeline automation
- Deal automation
- Sequences
- Workflows


Who should attend? Anyone in a sales role including sales operations

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Reporting on Sales performance with white space

Sales Reporting

What you'll learn about:
- Types of sales reports
- Forecasting tools
- Common reports
- Dashboards



Who should attend? Anyone in a sales role, especially sales leaders, and including sales operations

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Marketing Hub

Content Marketing & Capturing Leads with white space

Content Marketing & Lead Capture

What you'll learn about:
- Domains and landing pages
- Capturing data via forms
- Custom properties

Who should attend? Anyone in a marketing role, including marketing operations

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Segmentation & Marketing Emails with white space

Segmentation & Marketing Emails

What you'll learn about:
- Types of lists
- List filters
- Building an audience for emails
- Sending emails to lists

Who should attend? Anyone in a marketing role, including marketing operations

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Lead Development & Nurturing with white space

Lead Nurturing & Lead Development

What you'll learn about:
- Defining a lead nurture process
- Audience segmentation
- Nurturing automation

Who should attend? Anyone in a marketing role, including marketing operations

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Reports & Analytics for Markters with white space

Marketing Reporting & Analytics

What you'll learn about:
- Types of reports
- Dashboards
- Custom reports
- Tracking web traffic

Who should attend? Anyone in a marketing role, including marketing operations and especially marketing leaders

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Service Hub

Customer Service Channels and Ticket Management with white space

Customer Service Channels & Ticket Management

What you'll learn about:
- Tickets, ticket pipeline and automation
- Support channels including shared inbox, live chat, chatbots, forms, and calling

Who should attend? Anyone in customer service roles including customer support and service operations

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Create a Sales to Service Handoff Process

Create a Sales to Service Handoff Process

What you'll learn about:
- Building on Momentum Driven from Sales
- Cultivating an Onboarding Pipeline
- Turning Customers into Promoters

Who should attend? Anyone in customer service roles including customer support and service operations

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Setting Up a Customer Success Workspace

Setting Up a Customer Success Workspace

What you'll learn about:
- The Customer Success Workspace
- HubSpot Customer Health Scoring
- CS productivity tools

Who should attend? Anyone in customer service roles including customer support and service operations

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Workshop Schedule

You're welcome to attend in any timezone, no matter where you're located. Check out the schedules below to find the best time that works for you.
POF NAM Q2 2024

 

POF EMEA Q2 2024

 

APAC Q2 2024

 

Pricing

What's included in one learner license of Onboarding Foundations?

You'll have 90 days of unlimited access to onboarding workshops specific to:

  • Learning the tools and best practices for Marketing, Sales, and Service Hub (Professional)
  • Workshops guided live by HubSpot experts who answer questions in real-time
  • Recordings of the workshops you have attended

Pricing

Cost for two licenses Each additional license
List Price - United States

$600
$250
List Price - Canada

$800
$250
List Price - Europe

€590
€250
List Price - United Kingdom

£530
£220
List Price - Singapore

$840
$350
List Price - Australia

$870
$360

Pricing applies to new partners only. Questions about pricing? Current partners can reach out to their CAM or PDM. Prospective partners can reach out to their Partner Specialist. Not sure who that is? Fill out the form below to get connected.

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Your 90-day access begins on the date of purchase. For more information, visit our Product and Services Catalog.

Frequently Asked Questions

Get answers to frequently asked questions.

Yes, you can sign up for a workshop at any time within the 90 days of your access. 

Reach out to your Partner Development Manager (PDM). 

You will get an email prompting you to create a username and password. These login credentials will allow you access to the library where you can sign up for a variety of different workshops. You will have access to this workshop for 90 days.

If the user who was assigned the original license never used it (never logged in to the library / never registered for any workshops), then you may transfer it.  As soon as you register for a workshop (regardless of attendance), you no longer qualify for a license transfer.

No, but if you attend 1-2 workshops a week, you'll finish before the 90 days expire!

Yes.  You will find recordings of the workshops you have attended on the registration page of that workshop for the duration of your license. These can be seen only for the workshops you have attended.

After attending live, and even after your license expires, you will still be able to access all the additional resources such as webpages and PDFs shared before, during, and after each workshop. However, once your license expires, you will not be able to access recordings.

No. Licenses must be bought together to receive the discounting. Discounts are only available to new partners.