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HubSpot Onboarding Accreditation

Solutions partner accreditation for delivering onboarding to HubSpot customers
Preparation Guide

Updated for the August 2024 accreditation cycle

Ready, set, grow

The next application window for accreditations opens on August 5.

 

About This Program

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The HubSpot Onboarding Accreditation is a credential that validates the skills and strategic experience required to onboard customers onto HubSpot Pro or Enterprise Sales and/or Marketing products.

In addition to product-specific knowledge, the skills and experience required to earn this accreditation include elements of project and stakeholder management, change management, and professionalism throughout the sales and discovery processes.

  • Which partners are eligible for this accreditation?

    • Are a Platinum, Diamond or Elite partner
    • Have completed customer onboarding projects within the last 12 months and have access and the right to share documents, proposals, project plans, and resources leveraged with HubSpot
    • Have experience with onboarding customers to the Professional AND/OR Enterprise editions of HubSpot Marketing Hub and Sales Hub
    • Requirement in configuring the SFDC connector
    • Have experience with the objectives-based onboarding methodology
    • Meet the HubSpot Academy certification prerequisites and all other requirements outlined in the prep guide

  • What are the benefits of earning this accreditation?

    • Improved recognition and discoverability in the Solutions Directory
    • Potential access to new program launches
    • Possible invitations to new product betas
    • Possible consideration for engagement with some of HubSpot’s largest and most complex deals

    What Makes a Good Submission

     

    Get all of the information you need in order to prepare for the judging process!

    Access the Preparation Guide

    How It Works

    To apply for this accreditation, partners should first verify that their organization has completed the prerequisite certifications (see below). 

    From there, the application process consists of two rounds:

    Before applying, partners should verify that they have at least 3 certified users for each of the following certifications, selected from a team of no more than 5 people for each of the following certifications:

    • Marketing Hub Implementation
    • Sales Hub Implementation
    • Marketing Hub Software
    • Sales Hub Software
    • Service Hub Software
    • Platform Consulting
    • Data Integrations
    • Salesforce Integration
    • Objectives-Based Onboarding
    • Reporting

    You can review the entire prerequisite list of certifications in the Accreditations Prerequisite Learning Path here.

    In this round, partners submit an application (one per partner entity) including basic information about themselves and will also be asked to upload some existing artifacts related to their work with clients in Onboarding. Partners will also provide contact information for a referenceable client and Hubspot will reach out to that client to solicit feedback about their experience with the partner applying for accreditation. 

    Between Rounds One and Two: Your application will be reviewed by the HubSpot team to determine if you will move forward to Round Two. You will be notified by email of your application status and should also be able to check through your Submittable account.

    In this round, partners will be asked to upload a video reviewing in English their first-hand experience with a particular facet of customer onboarding, and to complete a call audit exercise.

    After Round Two: Your application will be reviewed by the HubSpot team to determine if the accreditation will be awarded. You’ll be notified by email of your accreditation status and will be able to check via Submittable. 

    If you’re awarded the accreditation, you’ll be notified by email. You should then receive an “offboarding” email from the Accreditations team with next steps. You’ll also receive the Onboarding Accreditation designation in the Solutions Directory.

    Application Window Closes: September 13

    Round One Decision: Mid October

    Round Two Deadline: Mid-November

    Final Decision: Late December

    For more details about the prerequisites, application prompts, and required materials as it relates to applying to this accreditation, download and review the Preparation Guide.

    Testimonials

    The certifications required for the Accreditation force a familiarity with HubSpot's software and methodology, which is good and important, particularly for newer team members.

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    Applications are Closed.

    Application Window Opens August 5, 2024

    (Offered in English, Spanish, and French)