How to Hire a HubSpot Agency Partner

22
Working with a HubSpot Partner And, Fun with Venn Diagrams

description

This session will focus on how to select the right HubSpot agency partner, what to look for, the questions to ask them and how to be prepared to maximize the investment you are making with them. It will highlight the way the relationship between the partner and the company should be built and identify the need for a defined process approach to ensure that priorities are understood and scope is well defined.

Transcript of How to Hire a HubSpot Agency Partner

Page 1: How to Hire a HubSpot Agency Partner

Working with a HubSpot Partner

And, Fun with Venn Diagrams

Page 2: How to Hire a HubSpot Agency Partner

Who We Are

Matt RiveraVP, Marketing & CommunicationsYoh27th Largest Staffing Company in the USGreen Tea Junkie, Musician and DJ@PhillyRivera

Tiffany SauderPresidentElement ThreePlatinum, HubSpot PartnerBrand-Driven Inbound Agency@TiffanySauder

Page 3: How to Hire a HubSpot Agency Partner

AGENDAWHY are we doing this workHOW are we doing to workWHAT are we doing to do

AND, some tools and suggestions

Page 4: How to Hire a HubSpot Agency Partner

Corporate Marketing Bingo

OutboundMarketing

Inbound Marketing

Website Development Creative

Video SEC/PPC Events Public Relations

Brand Management

Brand Development Strategy Marketing

Analytics

Email Marketing

Content Management

SystemCRM UNKNOWN

Page 5: How to Hire a HubSpot Agency Partner

The Marketing Team

5

STRATEGY & MANAGEMENT

VP Marketing & Communications

MARKETING COMMUNICATIONS

Director of Marketing Communications

CANDIDATE MARKETING

Director of Candidate Marketing

DESIGN/ PRODUCTION

Manager, Marketing Communications

INBOUND & EMAIL MARKETING

InBound Marketing Specialist

JOB POSTINGS & SOCIAL MEDIA

Candidate Marketing Specialist

JOB POSTINGS & BLOG

Candidate Marketing Administrator

Page 6: How to Hire a HubSpot Agency Partner

The Marketing Decision Making Team

6

STRATEGY & MANAGEMENT

VP Marketing & Communications

MARKETING COMMUNICATIONS

Director of Marketing Communications

CANDIDATE MARKETING

Director of Candidate Marketing

DESIGN/ PRODUCTION

Manager, Marketing Communications

INBOUND & EMAIL MARKETING

InBound Marketing Specialist

JOB POSTINGS & SOCIAL MEDIA

Candidate Marketing Specialist

JOB POSTINGS & BLOG

Candidate Marketing Administrator

President

CEO/ Owner

Page 7: How to Hire a HubSpot Agency Partner

DEFINE OBJECTIVES AND ROLES

(FOR EVERYONE. INCLUDING YOU, YOUR

TEAM, YOUR AGENCY AND YOUR BOSS)

Page 8: How to Hire a HubSpot Agency Partner

Working Together

• One Long List• All Things Were Equal• Relationship Was Dominated by One Big Project

• Everything Else Was Still Happening

• High Expectations• Stretched Resources

BEFORE

Page 9: How to Hire a HubSpot Agency Partner

Working Together

• Bucket of Time for On-Going Needs

• Defined Projects• Big Projects Broken Down

• A/B/C Priorities• Flexibility for New Projects

• Highly Defined Expectations

AFTER

Page 10: How to Hire a HubSpot Agency Partner

What Works and What Doesn’t

• Single point of contact• Accountability• Long View of the Partnership

• Two-Way Communication• Clearly Defined Requirements

• Clear Approval Process• An Understanding of Each Other’s Resources

• Giving Each Other a Break

•Blame Game•Short View of the Partnership

•One-way Communications and Declarations

•Unclear Requirements•No Understanding of Each Other’s Process

•No Flexibility

Don’t Do This Do This

Page 11: How to Hire a HubSpot Agency Partner

In practice, here’s how that looks

• Using an A/B/C Brief

• Approval Advice• Agile Marketing

Sprints

Page 12: How to Hire a HubSpot Agency Partner

Deciding What to Outsource or, Fun with Venn Diagrams

Light CreativeCollateralSmall EventsContentOn-going CampaignsBrand Management

Heavy CreativeWebsite DevelopmentLarge EventsVideoSpecific CampaignsBrand Development

New Products/ServicesEventsClient-Specific InitiativesAcquisitions

ON-GOING PROJECTS

UNKNOWN

Page 13: How to Hire a HubSpot Agency Partner

First, I Looked for a Few Examples…

Page 14: How to Hire a HubSpot Agency Partner

Then Found this… A Van Dammagram

Page 15: How to Hire a HubSpot Agency Partner

…And Finally Decided to Make My Own

Light CreativeCollateral

Small EventsContent

On-going CampaignsBrand Management

ON-GOING PROJECTS

UNKNOWN

Heavy CreativeWebsite Development

Large EventsVideo

Specific CampaignsBrand Development

New Products/Services

New EventsClient-Specific

InitiativesAcquisitions

Page 16: How to Hire a HubSpot Agency Partner

Light CreativeCollateral

Small EventsContent

On-going CampaignsBrand Management

Deciding What to Outsource

What I Can Do What They Can Do For Me

ON-GOING PROJECTS

UNKNOWN

Heavy CreativeWebsite Development

Large EventsVideo

Specific CampaignsBrand Development

New Products/Services

New EventsClient-Specific

InitiativesAcquisitions

MON

EY –

TIM

E – R

ESOU

RCES

Page 17: How to Hire a HubSpot Agency Partner

Deciding What to Outsource

What I Can Do What They Can Do For Me

ON-GOING PROJECTS

UNKNOWN

Heavy CreativeWebsite Development

Large EventsVideo

Specific CampaignsBrand Development

New Products/Services

New EventsClient-Specific

InitiativesAcquisitions

MON

EY –

TIM

E – R

ESOU

RCES

Light CreativeCollateral

Small EventsContent

On-going CampaignsBrand Management

Page 18: How to Hire a HubSpot Agency Partner

YOU CAN’T BUILD A BIG

LEAGUE STRATEGY OFF OF A

BUSH-LEAGUE FOUNDATION

Page 19: How to Hire a HubSpot Agency Partner

KEEP THE MAIN THING THE MAIN

THING

Page 20: How to Hire a HubSpot Agency Partner

ELEMENT THREE’S CLIENT QUALIFICATIONS

Leader with gutsProduct we believe inMoney to spend on marketingClear decision-making processWe like them

Page 21: How to Hire a HubSpot Agency Partner

BUT, HOW DO I BUY AN AGENCY?

Page 22: How to Hire a HubSpot Agency Partner