Questions

A Solutions Partner has created a Confirmation Link, chose the products their prospect is purchasing, and confirmed the preview tab. What should they do next?

• Send it to their CAM so it can be forwarded to their prospect
• Send it to their prospect directly to sign
• Follow up with their prospect as its been sent automatically
• Follow up with their Renewal Manager to get approval on contract terms

 

Explanation:

After a Solutions Partner has created a Confirmation Link, chosen the products their prospect is purchasing, and confirmed the preview tab, the next step is:

Share the Confirmation Link with the prospect to review and accept the purchase.

This allows the prospect to finalize the transaction by confirming their agreement to the selected products and terms. Once the prospect accepts, the deal can be processed and finalized.

 

Two Solutions Partners are providing services for a new HubSpot customer, but neither registered the domain. Neither partner has been referred in, or have referred the other. Who takes priority for Sold MRR credit?

• The partner who confirmed involvement first
• The partner who is providing onboarding services on the higher-value subscription
• Both partners split the MRR credit
• Neither partner gets MRR credit

 

Explanation:

Two Solutions Partners are providing services for a new HubSpot customer, but neither registered the domain. If one partner referred in the second partner, who takes priority for Sold MRR credit?

• The referring partner
• The referred-in partner
• Both partners split the MRR credit
• Neither partner gets MRR credit

 

Explanation:

In this scenario, where two Solutions Partners are providing services for a new HubSpot customer, and neither registered the domain, but one partner referred in the second partner, the partner who made the referral typically takes priority for Sold MRR credit.

This is because the referring partner played a key role in establishing the relationship and facilitating the sale. HubSpot’s policies generally favor partners who contribute to customer acquisition or collaboration in such situations.

If you’re dealing with a specific case, reviewing HubSpot’s Partner Program Agreement or consulting with a HubSpot Channel Account Manager (CAM) for confirmation is advisable.

 

A member of your team wants to review the Solutions Partner Tiers and Benefits guide for this year. Where should they go?

 

• Client Dashboard
• Partner Resource Center
• Seismic
• Capacity Manager

 

Which of the following is NOT displayed in the sidebar when you click a client name listed in the Overview section of the Client Dashboard?

• Current month performance for contact and email tiers
• Tool usage breakdown and a breakdown of most-used tools
• Platform Engagement Index score
• Traffic and conversion performance of your client’s account

 

Explanation:

To answer this accurately, here’s what is typically displayed in the sidebar when you click a client name in the Overview section of the Client Dashboard:

1. Account Details – Key information about the client’s account.
2. Active Subscriptions – Details of the client’s current HubSpot product subscriptions.
3. Engagement Metrics – Data reflecting how the client is using HubSpot tools.
4. Recent Activity – Updates or recent actions taken by the client.

The option that is NOT displayed could be something unrelated to client management or dashboard metrics, such as “Competitor Analysis” or another unrelated feature that isn’t part of the client-specific data.

 

What is the name of the dedicated web series and podcast for Solutions Partners?

• INBOUND
• Agency Unfiltered
• Partner Resource Center
• The Hustle

 

Explanation:

This series is designed to share insights, strategies, and experiences from agency leaders and Solutions Partners worldwide, helping them grow and succeed with HubSpot. It covers various topics like business growth, service delivery, and leveraging the HubSpot ecosystem effectively.