Outcome
SalesPlaybook · 14 pages
Briefing a HubSpot partner: the questions before you sign
Twelve questions, three clauses, and the warning signs in the answers.
- 12 questionson working method, scope and behaviour when things break
- 3 clausesthat belong in any scope documentation
- 15 checksplus a comparison table across three providers
Resource download
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Time required
About 30 minutes per provider, in conversation rather than in writing beforehandInside the workbook
- 3The disclosure: we are a partner ourselves, and what that means here
- 4Why the tier is the wrong first question
- 5–6The four dimensions: model, pricing, specialisation, continuity
- 7–8The question catalogue, twelve questions with warning signs
- 9–11The scope question, three clauses and the escalation question
- 12–13When another partner is the better choice, and the checklist
Page 13 · Comparing three providers
Not a score, but the sentence that stood out. A score cannot be justified two weeks later.
| Provider A | Provider B | Provider C | |
|---|---|---|---|
| Failure mode on question 2 | |||
| Person-days on question 7 | |||
| First sentence on question 11 |
This is for you
- you lead sales or marketing in a B2B technology company with 25 to 500 full-time employees
- you are between two and five provider conversations
- they all sound competent and the decision is about to come down to price
- you want to know how a project runs, not how it is sold
Not the right fit if
- you want a comparison of named agencies. This contains none and makes no recommendation
- you have not yet decided what scope the system should cover. That belongs before the partner choice, not inside it
HubSpot Diamond Partner
5x More Deals and Over 2x Growth From Existing B2B Customers With HubSpot as an Efficiency and Transparency Boost
Details ansehen →Want to put the twelve questions to us?
That is what the free 60-minute HubSpot Strategy Call is for. We go through your situation, you get an honest read on what kind of partner fits, and we tell you when it is not us.
Frequently asked questions
What happens to my email address?
You get one email with the download. No newsletter, no call, no sequence. If you want to hear from us later, that is your decision.
You are a HubSpot partner yourselves. Why would I believe this?
You should not. That is why page 12 names four cases where another partner is the better choice, concrete and without hedging. A selection catalogue without that page would be a brochure.
Can I send the twelve questions in writing beforehand?
You can, but then you lose the information. Answered in writing, every answer sounds good. In conversation you can tell whether an answer is prepared or lived.
Does the catalogue work for other CRM partners?
Yes. It asks about working method, scope and behaviour when things break, and that is system-independent. HubSpot is in the title because that is where the demand is.