App Tutorial

Become a HubSpot Consultant: A Step-by-Step Guide

Jason Gong
App automation expert
Apps used
March 22, 2024

Becoming a HubSpot consultant requires joining the HubSpot Solutions Partner Program and leveraging its tools to help clients grow. Here's a quick guide:

  1. Assess your eligibility based on your services in consulting, tech implementation, or hands-on services.
  2. Choose between the Solutions Provider or Solutions Partner levels, with different costs and benefits.
  3. Sign up and complete the onboarding process, including training and workshops.
  4. Leverage HubSpot's resources, community, and continuous expert support to grow your business and help your clients succeed.

Automate your HubSpot workflows with Bardeen to save time and enhance data management accuracy. Learn more at

How to Become a HubSpot Consultant

Becoming a HubSpot consultant involves joining the HubSpot Solutions Partner Program, which is designed for agencies and service providers that want to expand their offerings and leverage HubSpot's comprehensive suite of tools to help their clients grow. The program is suitable for businesses that provide consulting, tech implementation, and hands-on services in marketing, sales, or customer service. Here's a step-by-step guide on how to become a HubSpot consultant.

Streamline your HubSpot workflows and save time with Bardeen automation playbooks. Learn more.

Step 1: Determine Your Eligibility

First, assess whether your business aligns with the type of services that the HubSpot Solutions Partner Program targets. Ideal candidates are customer-centric agencies, service providers, and sellers that offer consulting on business, technology, sales, marketing, or customer service strategy, tech implementation services, or hands-on services in marketing, sales, or customer service.

Step 2: Choose Your Partnership Level

HubSpot offers two main partnership levels: Solutions Provider and Solutions Partner. The Solutions Provider package is a low-cost entry point into the HubSpot ecosystem, starting at $25/month, and includes revenue share, enablement resources, a HubSpot Solutions Directory listing, and access to training and certifications. The Solutions Partner package, starting at $400/month, offers deeper integration and additional benefits such as waived onboarding fees for clients, a dedicated account manager, and greater visibility in search results.

Step 3: Sign Up and Complete Onboarding

Once you've selected the partnership level that suits your business, sign up through the HubSpot website. The onboarding process involves learning about HubSpot's software and how to effectively implement it for your clients. This process typically takes two to three months, during which you'll have access to dedicated content in the HubSpot Academy and bootcamp-style workshops to help you price and package your services.

Step 4: Leverage HubSpot Resources and Community

As a HubSpot consultant, you'll gain access to a vast library of enablement resources, including a solutions provider badge for your listing in the Solutions Directory, where HubSpot customers shop for services. You'll also join a global community of solutions providers, offering networking opportunities and the chance to learn from peers.

Throughout your partnership with HubSpot, continuous support from HubSpot experts will be available to help you grow your business and ensure your clients' success. By leveraging HubSpot's powerful tools and dedicated expert support, you can create growth solutions that your clients will love.

Automate your HubSpot tasks and enhance your consulting efficiency with Bardeen. Explore our playbooks like Save a HubSpot company as a new Salesforce account, Copy all HubSpot contacts to Coda, and Create HubSpot ticket.

Automate HubSpot Tasks with Bardeen Playbooks

As a HubSpot consultant, automating various aspects of HubSpot can significantly streamline your workflows and enhance the efficiency of the services you provide to clients. Bardeen offers a suite of automation playbooks specifically designed for HubSpot, allowing you to automate tasks ranging from CRM management to integrating HubSpot with other powerful tools.

Here are some examples of how you can leverage Bardeen's playbooks to automate HubSpot:

  1. Save a HubSpot company as a new Salesforce account: This playbook streamlines the process of syncing company data between HubSpot and Salesforce, ensuring that your sales team has access to the most current account information.
  2. Copy all HubSpot contacts to Coda: Efficiently manage your contact data by automating the transfer of HubSpot contacts into a Coda table, simplifying data analysis and customer relationship management.
  3. Create HubSpot ticket: Automate the creation of support tickets within HubSpot to ensure timely and systematic tracking of customer issues and requests.

By automating these tasks, you not only save time but also enhance the accuracy and reliability of your data management processes. Explore more about how Bardeen can help automate your HubSpot workflows by visiting their website.

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