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Briefing a HubSpot partner: the questions before you sign
Twelve questions, three clauses, and the warning signs in the answers.
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- 12 questions on working method, scope and behaviour when things break
- 3 clauses that belong in any scope documentation
- 15 checks plus a comparison table across three providers
Deal closed Page 13 · Comparing three providers 
Manuel HartmannGuide author From projects with
Where it starts
Three signs this is for you
The tier is the first question
It says nothing about specialisation or pricing structure. Four other dimensions decide.
Scope is not in the contract
Three clauses are missing, and escalation stays unregulated until it is needed.
The comparison is a score
Two weeks later it cannot be justified. The sentence that stood out still can.
What is inside
Inside the guide, page by page
Actual page numbers, with a real page from the delivered guide for every section.
- 01
Page 3
The disclosure: we are a partner ourselves, and what that means here
- 02
Page 4
Why the tier is the wrong first question
- 03
Pages 5–6
The four dimensions: model, pricing, specialisation, continuity
- 04
Pages 7–8
The question catalogue, twelve questions with warning signs
- 05
Pages 9–11
The scope question, three clauses and the escalation question
- 06
Pages 12–13
When another partner is the better choice, and the checklist
An unedited excerpt
One page, unchanged
See how the guide works before you share your email address.
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 |
The row on question 11 carries the deciding information of the whole catalogue: does the answer start with operations or with the contract.
Outcome
What you will have at the end
You end up with twelve questions plus the answer patterns that get expensive later, three clauses for the contract, and a three-provider comparison you can still justify in two weeks.
How to work with it
- Download and read14 pages, no account, no sequence.
- Work through itAbout 30 minutes per provider, in conversation rather than in writing beforehand
- Outcome
- 12questionson working method, scope and behaviour when things break
- 3clausesthat belong in any scope documentation
- 15checksplus a comparison table across three providers
- Get your guideOne field. Your download appears on this page. Get the guide
Is it a fit
Who this guide is for, and who it is not for
A fit if
- 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 a 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
Evidence
Three projects where this work was done
Each result and timeframe links to a published case study.
Deal closed5x more deals and over 2x growth from existing B2B customers with HubSpot as an efficiency and transparency boost
Timeframe: 3 months
Korbinian GuglhoerPerspective
Read the case
Outcome achievedWith a clear structure and framework by SalesPlaybook, DeepOpinion was able to align business needs into scalable Business setup and reduce guess work
Timeframe: <3 months
Stefan RamershovenDeepOpinion
Read the case
Outcome achievedCRM = Single Source of Truth for Sales
Timeframe: 2 Months
Cyrill HauserJung von Matt
Read the case
Who wrote it
From hands-on work, not desk research
Manuel Hartmann
Founder & CEO, SalesPlaybook
Author of “Scaling B2B Buyer Trust”. More than 15 years of GTM experience, including work at Tesla, WEF and Accenture. The decisions in this guide come from the projects linked above.
Our promise
You get the guide. Nothing else.
You receive an email with the download. No newsletter, no call, no sequence. You decide whether to hear from us later.
The other guides
More guides, the same approach
Questions
What people ask first
What happens to my email address?
You are a HubSpot partner yourselves. Why would I believe this?
Can I send the twelve questions in writing beforehand?
Does the catalogue work for other CRM partners?
Get it now
Briefing a HubSpot partner: the questions before you sign
You end up with twelve questions plus the answer patterns that get expensive later, three clauses for the contract, and a three-provider comparison you can still justify in two weeks.
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.
Get the PDF guide
One field. Your download appears right here on the page.
Business email required: Gmail, GMX and other personal email providers are not accepted.
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