---
title: "Vetting a HubSpot Agency Partner: Criteria and Questions to Ask"
description: Vet out HubSpot agency partners using these three main criteria and questions. The right partner will help you utilize the CRM and marketing automation platform to its full potential.
image: https://mktgessentials.com/hubfs/vetting-hubspot-blog-01.png
---

- [Blog](https://mktgessentials.com/blog)
- [Resources](https://mktgessentials.com/resources)
- [Our Work](https://mktgessentials.com/our-work)
- [Join Our Team](https://mktgessentials.com/careers)

[Skip to content](https://mktgessentials.com/blog/vetting-a-hubspot-agency-partner-criteria-and-questions-to-ask#main-content)

[![Marketing Essentials Logo](https://mktgessentials.com/hs-fs/hubfs/me-logo-1.png?width=1370&height=228&name=me-logo-1.png "Marketing Essentials Logo")](https://mktgessentials.com/)

- [![strategy icon](https://mktgessentials.com/hubfs/ME_strategy_nav.svg)Strategy](https://mktgessentials.com/strategy/)
  
  Show submenu for ![strategy icon](https://mktgessentials.com/hubfs/ME_strategy_nav.svg)Strategy 
  
    - [Project-Based Programs](https://mktgessentials.com/project-based-programs/)
    - [Campaigns](https://mktgessentials.com/campaigns/)
    - [Retainer Programs](https://mktgessentials.com/retainer-programs/)
    - [Strategic Audits](https://mktgessentials.com/strategic-audits/)
- [![solutions icon](https://mktgessentials.com/hubfs/ME_solution_nav.svg)Solutions](https://mktgessentials.com/solutions/)
  
  Show submenu for ![solutions icon](https://mktgessentials.com/hubfs/ME_solution_nav.svg)Solutions 
  
    - [![web design](https://mktgessentials.com/hubfs/ME_WebIcon_gray.svg)Web Design & Development](https://mktgessentials.com/web-design-development/)
      
      Show submenu for ![web design](https://mktgessentials.com/hubfs/ME_WebIcon_gray.svg)Web Design & Development 
      
          - [Web Design](https://mktgessentials.com/web-design-development/)
          - [eCommerce](https://mktgessentials.com/web-design-development/#ecommerce)
          - [Web Security and Compliance](https://mktgessentials.com/website-security/)
          - [Copywriting](https://mktgessentials.com/web-design-development/#uxdesign)
          - [Search Engine Optimization](https://mktgessentials.com/seo/)
          - [AEO/GEO](https://mktgessentials.com/aeo-geo)
          - [Lead Generation](https://mktgessentials.com/web-design-development/#uxdesign)
    - [![digital marketing icon](https://mktgessentials.com/hubfs/ME__MarkSolutIcon3_0724.svg)Digital Marketing](https://mktgessentials.com/digital-marketing/)
      
      Show submenu for ![digital marketing icon](https://mktgessentials.com/hubfs/ME__MarkSolutIcon3_0724.svg)Digital Marketing 
      
          - [Video & Photography](https://mktgessentials.com/video-photography/)
          - [Digital Advertising](https://mktgessentials.com/digital-advertising/)
          - [Social Media](https://mktgessentials.com/digital-marketing/#socialmedia)
          - [Email Marketing](https://mktgessentials.com/digital-marketing/#emailmarketing)
          - [Content Marketing](https://mktgessentials.com/digital-marketing/#contentmarketing)
          - [Recruitment Marketing](https://mktgessentials.com/recruitment/)
          - [Digital Marketing Coaching](https://mktgessentials.com/digital-marketing-coaching/)
    - [![creative](https://mktgessentials.com/hubfs/ME__CreativeIcon2_0724.svg)Creative](https://mktgessentials.com/creative/)
      
      Show submenu for ![creative](https://mktgessentials.com/hubfs/ME__CreativeIcon2_0724.svg)Creative 
      
          - [Logo Design and Branding](https://mktgessentials.com/logo-design-branding/)
          - [Trade Show and Event Marketing](https://mktgessentials.com/creative/#tradeshowandeventmarketing)
          - [Print Design](https://mktgessentials.com/creative/#printdesign)
- [![solutions icon](https://mktgessentials.com/hubfs/ME_tech_nav-3.svg)Technology](https://mktgessentials.com/technology/)
  
  Show submenu for ![solutions icon](https://mktgessentials.com/hubfs/ME_tech_nav-3.svg)Technology 
  
    - [Tech Solutions](https://mktgessentials.com/tech-solutions/)
    - [HubSpot](https://mktgessentials.com/hubspot/)
    - [AI Solutions](https://mktgessentials.com/ai-solutions)
- Industries
  
  Show submenu for Industries 
  
    - [![manufacturing icon](https://mktgessentials.com/hubfs/ME__IndustrialIcon_0724.svg)Manufacturing & Industrial](https://mktgessentials.com/manufacturing-marketing/)
      
      Show submenu for ![manufacturing icon](https://mktgessentials.com/hubfs/ME__IndustrialIcon_0724.svg)Manufacturing & Industrial 
      
          - [B2B Lead Generation](https://mktgessentials.com/manufacturing-marketing/)
          - [Website Strategy & Dev](https://mktgessentials.com/manufacturing-marketing/)
          - [SEO/AEO/GEO](https://mktgessentials.com/manufacturing-marketing/)
          - [Trade Show Marketing](https://mktgessentials.com/manufacturing-marketing/)
          - [HubSpot CRM Implementation](https://mktgessentials.com/manufacturing-marketing/)
    - [![senior living icon](https://mktgessentials.com/hubfs/ME__SeniorLivingIcon4_0724.svg)Senior Living](https://mktgessentials.com/senior-living-marketing/)
      
      Show submenu for ![senior living icon](https://mktgessentials.com/hubfs/ME__SeniorLivingIcon4_0724.svg)Senior Living 
      
          - [Marketing Campaigns](https://mktgessentials.com/senior-living-marketing/)
          - [Creative & Storytelling](https://mktgessentials.com/senior-living-marketing/)
          - [Website Strategy & Dev](https://mktgessentials.com/senior-living-marketing/)
          - [SEO/AEO/GEO](https://mktgessentials.com/senior-living-marketing/)
          - [Acquisition Marketing](https://mktgessentials.com/senior-living-marketing/)
    - [![professional services icon](https://mktgessentials.com/hubfs/ME__ProfServicesIcon_0724.svg)We Also Work With](https://mktgessentials.com/our-work/)
      
      Show submenu for ![professional services icon](https://mktgessentials.com/hubfs/ME__ProfServicesIcon_0724.svg)We Also Work With 
      
          - [Professional Services](https://mktgessentials.com/professional-services-marketing/)
          - [Retail & eCommerce](https://mktgessentials.com/retail-ecommerce-marketing/)
          - [Nonprofit](https://mktgessentials.com/non-profit-marketing/)
          - [See All Our Work](https://mktgessentials.com/our-work/)
- [Passion](https://mktgessentials.com/passion/)
  
  Show submenu for Passion 
  
    - [Our Purpose](https://mktgessentials.com/about/)
    - [Our People](https://mktgessentials.com/team/)
    - [Our Process](https://mktgessentials.com/process/)
    - [Client Reviews](https://mktgessentials.com/reviews/)
- Let's Talk
  
  Show submenu for
  
  Let's Talk

    - [Contact Us](https://mktgessentials.com/contact/)
    - [Request a Consult](https://mktgessentials.com/marketing-consultation/)
- [Blog](https://mktgessentials.com/blog/)
- [Resources](https://mktgessentials.com/resources/)
- [Our Work](https://mktgessentials.com/our-work/)
- [Join Our Team](https://mktgessentials.com/careers/)

- [![strategy icon](https://mktgessentials.com/hubfs/ME_strategy_nav.svg)Strategy](https://mktgessentials.com/strategy/)
  
  Show submenu for ![strategy icon](https://mktgessentials.com/hubfs/ME_strategy_nav.svg)Strategy 
  
    - [Project-Based Programs](https://mktgessentials.com/project-based-programs/)
    - [Campaigns](https://mktgessentials.com/campaigns/)
    - [Retainer Programs](https://mktgessentials.com/retainer-programs/)
    - [Strategic Audits](https://mktgessentials.com/strategic-audits/)
- [![solutions icon](https://mktgessentials.com/hubfs/ME_solution_nav.svg)Solutions](https://mktgessentials.com/solutions/)
  
  Show submenu for ![solutions icon](https://mktgessentials.com/hubfs/ME_solution_nav.svg)Solutions 
  
    - [![web design](https://mktgessentials.com/hubfs/ME_WebIcon_gray.svg)Web Design & Development](https://mktgessentials.com/web-design-development/)
      
      Show submenu for ![web design](https://mktgessentials.com/hubfs/ME_WebIcon_gray.svg)Web Design & Development 
      
          - [Web Design](https://mktgessentials.com/web-design-development/)
          - [eCommerce](https://mktgessentials.com/web-design-development/#ecommerce)
          - [Web Security and Compliance](https://mktgessentials.com/website-security/)
          - [Copywriting](https://mktgessentials.com/web-design-development/#uxdesign)
          - [Search Engine Optimization](https://mktgessentials.com/seo/)
          - [AEO/GEO](https://mktgessentials.com/aeo-geo)
          - [Lead Generation](https://mktgessentials.com/web-design-development/#uxdesign)
    - [![digital marketing icon](https://mktgessentials.com/hubfs/ME__MarkSolutIcon3_0724.svg)Digital Marketing](https://mktgessentials.com/digital-marketing/)
      
      Show submenu for ![digital marketing icon](https://mktgessentials.com/hubfs/ME__MarkSolutIcon3_0724.svg)Digital Marketing 
      
          - [Video & Photography](https://mktgessentials.com/video-photography/)
          - [Digital Advertising](https://mktgessentials.com/digital-advertising/)
          - [Social Media](https://mktgessentials.com/digital-marketing/#socialmedia)
          - [Email Marketing](https://mktgessentials.com/digital-marketing/#emailmarketing)
          - [Content Marketing](https://mktgessentials.com/digital-marketing/#contentmarketing)
          - [Recruitment Marketing](https://mktgessentials.com/recruitment/)
          - [Digital Marketing Coaching](https://mktgessentials.com/digital-marketing-coaching/)
    - [![creative](https://mktgessentials.com/hubfs/ME__CreativeIcon2_0724.svg)Creative](https://mktgessentials.com/creative/)
      
      Show submenu for ![creative](https://mktgessentials.com/hubfs/ME__CreativeIcon2_0724.svg)Creative 
      
          - [Logo Design and Branding](https://mktgessentials.com/logo-design-branding/)
          - [Trade Show and Event Marketing](https://mktgessentials.com/creative/#tradeshowandeventmarketing)
          - [Print Design](https://mktgessentials.com/creative/#printdesign)
- [![solutions icon](https://mktgessentials.com/hubfs/ME_tech_nav-3.svg)Technology](https://mktgessentials.com/technology/)
  
  Show submenu for ![solutions icon](https://mktgessentials.com/hubfs/ME_tech_nav-3.svg)Technology 
  
    - [Tech Solutions](https://mktgessentials.com/tech-solutions/)
    - [HubSpot](https://mktgessentials.com/hubspot/)
    - [AI Solutions](https://mktgessentials.com/ai-solutions)
- Industries
  
  Show submenu for Industries 
  
    - [![manufacturing icon](https://mktgessentials.com/hubfs/ME__IndustrialIcon_0724.svg)Manufacturing & Industrial](https://mktgessentials.com/manufacturing-marketing/)
      
      Show submenu for ![manufacturing icon](https://mktgessentials.com/hubfs/ME__IndustrialIcon_0724.svg)Manufacturing & Industrial 
      
          - [B2B Lead Generation](https://mktgessentials.com/manufacturing-marketing/)
          - [Website Strategy & Dev](https://mktgessentials.com/manufacturing-marketing/)
          - [SEO/AEO/GEO](https://mktgessentials.com/manufacturing-marketing/)
          - [Trade Show Marketing](https://mktgessentials.com/manufacturing-marketing/)
          - [HubSpot CRM Implementation](https://mktgessentials.com/manufacturing-marketing/)
    - [![senior living icon](https://mktgessentials.com/hubfs/ME__SeniorLivingIcon4_0724.svg)Senior Living](https://mktgessentials.com/senior-living-marketing/)
      
      Show submenu for ![senior living icon](https://mktgessentials.com/hubfs/ME__SeniorLivingIcon4_0724.svg)Senior Living 
      
          - [Marketing Campaigns](https://mktgessentials.com/senior-living-marketing/)
          - [Creative & Storytelling](https://mktgessentials.com/senior-living-marketing/)
          - [Website Strategy & Dev](https://mktgessentials.com/senior-living-marketing/)
          - [SEO/AEO/GEO](https://mktgessentials.com/senior-living-marketing/)
          - [Acquisition Marketing](https://mktgessentials.com/senior-living-marketing/)
    - [![professional services icon](https://mktgessentials.com/hubfs/ME__ProfServicesIcon_0724.svg)We Also Work With](https://mktgessentials.com/our-work/)
      
      Show submenu for ![professional services icon](https://mktgessentials.com/hubfs/ME__ProfServicesIcon_0724.svg)We Also Work With 
      
          - [Professional Services](https://mktgessentials.com/professional-services-marketing/)
          - [Retail & eCommerce](https://mktgessentials.com/retail-ecommerce-marketing/)
          - [Nonprofit](https://mktgessentials.com/non-profit-marketing/)
          - [See All Our Work](https://mktgessentials.com/our-work/)
- [Passion](https://mktgessentials.com/passion/)
  
  Show submenu for Passion 
  
    - [Our Purpose](https://mktgessentials.com/about/)
    - [Our People](https://mktgessentials.com/team/)
    - [Our Process](https://mktgessentials.com/process/)
    - [Client Reviews](https://mktgessentials.com/reviews/)
- Let's Talk
  
  Show submenu for
  
  Let's Talk

    - [Contact Us](https://mktgessentials.com/contact/)
    - [Request a Consult](https://mktgessentials.com/marketing-consultation/)
- [Blog](https://mktgessentials.com/blog/)
- [Resources](https://mktgessentials.com/resources/)
- [Our Work](https://mktgessentials.com/our-work/)
- [Join Our Team](https://mktgessentials.com/careers/)

Posted by [Kelly Braun](https://mktgessentials.com/blog/author/kelly-braun)  on April 16, 2021

# Vetting a HubSpot Agency Partner: Criteria and Questions to Ask

[Blog](https://mktgessentials.com/blog) › [HubSpot](https://mktgessentials.com/blog/topic/hubspot) › Vetting a HubSpot Agency Partner: Criteria and Questions to Ask

![People asking questions with message graphics. Reads: “Criteria & Questions to Ask”.](https://mktgessentials.com/hubfs/vetting-hubspot-blog-01.png)

While anyone can buy the HubSpot marketing, sales and customer service software, it takes a specific skill set to utilize the robust platform to its full extent. After the excitement of purchasing the system wears off, it's not uncommon to feel a little overwhelmed and even frustrated that your team is not getting the full value from it. 

As a [HubSpot agency partner](https://mktgessentials.com/hubspot/), we’ve heard it all:

*“We made the investment in the platform and still aren’t seeing the full ROI.”*

*“Our team is spinning their wheels due to a lack of knowledge in the tool.”*

*“Sales isn’t fully or consistently using the tool, and now feels it’s clunky.”*

*“We need consistent HubSpot support - a partner who understands our strategy and company goals.”*

## Bring in an Expert

If you can relate, it’s time to bring in expert help! Look for a partner who is HubSpot certified and can help you use your investment to its full potential. 

HubSpot certified agencies have met specific criteria from HubSpot to successfully service and manage clients using the platform. View our profile in the [HubSpot directory here](https://ecosystem.hubspot.com/marketplace/solutions/marketing-essentials).

Vet out agency partners using three main criteria and questions to ask:

## How to Vet Out a HubSpot Agency Partner

### 1) Evaluate Experience

- What experience do they have with HubSpot?
- Do they use HubSpot internally for their own sales, marketing and customer service?
- What case studies or success stories do they have?
- Is the agency HubSpot certified in the areas where you need support?
- Do they have an in-house team that you will be working with? Or do they outsource the work?
- Are the individual team members HubSpot certified?
- What were some of the more challenging projects they handled?
- What were some creative solutions they came up with for challenging projects?
- Do they have support when they don’t have an answer? *(They may not have all the answers when it comes to the ins and outs of a robust software system like HubSpot; however, it is important that they have a support system in place to find the answer and implement the work that needs to be done in a timely manner.)*
- Does their culture and personality align with your team? *(Don’t underestimate the importance of the partnership to be formed. Projects often run smoother when the fit is right.)*

### 2) Look for Proven Methodology

- What is their overall methodology? *(Hint: look for a partner who believes the tool should be fit for your team and processes -- not the other way around.)*
- Are they organized?
- Do they have an onboarding process?
- Have they clearly outlined the phases or steps that will occur?
- Did they clearly outline who has what roles? Their roles vs your roles?
- Do they take an agile approach that allows them to adjust, adapt or modify based on your specific needs? *(Change is inevitable as the tool should be adjusted as your sales and marketing needs evolve.)*
- Do they have an internal project management tool and process? 
    - How do they track work?
    - Do they set deadlines?
    - How will you be informed of project progress?
- Will they have a project manager dedicated to your project?
- How will your team be trained?
- Do they have a continuous improvement process?
- Do they use data to help support their decisions?

### 3) Assess Additional Resources

- What additional [marketing and sales services](https://mktgessentials.com/expertise/) do they provide that can support you in optimally using HubSpot well into the future?
- Website design, development?
- Search Engine Optimization?
- Email marketing?
- Content marketing?
- Social media marketing?
- Ecommerce website development?
- Recruitment marketing?
- Video strategy and production?
- Internal designers/branding experts?
- Virtual selling?
- Sales templates?
- Inbound marketing strategists and coaches?
- Sales coaches?
- If they don’t have in-house resources you may need, do they have trusted partners they work with regularly?

## Finding the Right Partner

Don’t let software headaches weigh you down. When it comes to HubSpot, it’s an all-in-one system that can do just about anything -- if you know how to take advantage of its features to achieve your marketing and sales goals.

Be transparent and upfront about your frustrations and what you’re looking for. Share your needs, both from a tactical and strategic perspective so your partner sees the whole picture and can help you identify what you actually need. 

A good agency will help guide you down the path to maximize your investment and achieve your goals. 

*Whether you’re just getting started with HubSpot or are looking to take greater advantage of its features to improve sales and marketing performance,* [*contact Marketing Essentials*](https://mktgessentials.com/contact/)*. We are a HubSpot-certified agency partner, with expertise in the HubSpot CRM and Marketing Automation platform.*

Posted by [Kelly Braun](https://mktgessentials.com/blog/author/kelly-braun) on April 16, 2021

A MUST READ!

![newsletter icon](https://mktgessentials.com/hubfs/ME_airplane_newslettergraphic_big.png)

## Subscribe To Essential Updates

Monthly tips and insights on marketing and sales.

### Posts By Category

- [Strategy (163)](https://mktgessentials.com/blog/topic/strategy)
- [SEO AI Visibility (74)](https://mktgessentials.com/blog/topic/seo-ai-visibility)
- [Website (57)](https://mktgessentials.com/blog/topic/website)
- [Creative & Content (53)](https://mktgessentials.com/blog/topic/creative-content)
- [Sales (47)](https://mktgessentials.com/blog/topic/sales)
- [Social Media (47)](https://mktgessentials.com/blog/topic/social-media)
- [Senior Care & Living (43)](https://mktgessentials.com/blog/topic/senior-care-living)
- [Agency News & Culture (39)](https://mktgessentials.com/blog/topic/agency-news-culture)
- [Email (37)](https://mktgessentials.com/blog/topic/email)
- [Industrial & Manufacturing (37)](https://mktgessentials.com/blog/topic/industrial-manufacturing)
- [Lead Generation (22)](https://mktgessentials.com/blog/topic/lead-generation)
- [Recruitment Marketing (20)](https://mktgessentials.com/blog/topic/recruitment-marketing)
- [HubSpot (19)](https://mktgessentials.com/blog/topic/hubspot)
- [Video (19)](https://mktgessentials.com/blog/topic/video)
- [Digital Advertising (16)](https://mktgessentials.com/blog/topic/digital-advertising)
- [Webinars (9)](https://mktgessentials.com/blog/topic/webinars)
- [Branding (5)](https://mktgessentials.com/blog/topic/branding)
- [Ecommerce (5)](https://mktgessentials.com/blog/topic/ecommerce)

---

[Blog Home](https://mktgessentials.com/blog/)

[![Marketing Essentials Logo](https://mktgessentials.com/hs-fs/hubfs/me-logo-1.png?width=1370&height=228&name=me-logo-1.png "Marketing Essentials Logo")](https://mktgessentials.com/)

**111% average client lead growth. Experts in long, trust-driven sales cycles.**

[148 Schwieterman St., Minster, OH 45865](https://www.google.com/maps/dir//148+Schwieterman+St,+Minster,+OH+45865/data=!4m6!4m5!1m1!4e2!1m2!1m1!1s0x883fac211f13476d:0x6dacf85e2e0b85cc?sa=X&ved=2ahUKEwiy-5rT6suEAxXOC3kGHax1AsIQwwV6BAgWEAA)

[224 S. Market St., Suite B, Troy, OH 45373](https://www.google.com/maps/dir/40.4324352,-84.04992/224+S+Market+St+b,+Troy,+OH+45373/@40.0372616,-84.2048405,18.32z/data=!4m9!4m8!1m1!4e1!1m5!1m1!1s0x883f7721f27fa09d:0xab34d96ac02cae4d!2m2!1d-84.2056564!2d40.0371176?entry=ttu)

[419.629.0080](tel:4196290080)

![social icons](https://mktgessentials.com/hs-fs/hubfs/social_0423.webp?width=131&height=27&name=social_0423.webp)

[About Us](https://mktgessentials.com/about)

[Our Work](https://mktgessentials.com/our-work)

[Client Reviews](https://mktgessentials.com/reviews)

[Resources](https://mktgessentials.com/resources)

[Blog](https://mktgessentials.com/blog)

[Contact Us](https://mktgessentials.com/contact)

[Request a Consult](https://mktgessentials.com/marketing-consultation)

[Join Our Team](https://mktgessentials.com/careers)

**Essential Updates**

Your Go-To eNewsletter for Growing Revenue, [subscribe now!](https://inbound.mktgessentials.com/essential-updates-marketing-newsletter)

 © 2026 Marketing Essentials | [Privacy Policy](https://mktgessentials.com/privacy-policy/)

```json
{
  "@context" : "http://schema.org",
  "@type" : "Article",
  "author" : {
    "@type" : "Person",
    "name" : "Kelly Braun"
  },
  "dateModified" : "April 28, 2021, 11:01:25 AM",
  "datePublished" : "2021-04-16 19:30:00",
  "description" : "Vet out HubSpot agency partners using these three main criteria and questions. The right partner will help you utilize the CRM and marketing automation platform to its full potential.",
  "headline" : "Vetting a HubSpot Agency Partner: Criteria and Questions to Ask",
  "image" : {
    "@type" : "ImageObject",
    "url" : "https://f.hubspotusercontent30.net/hubfs/318836/vetting-hubspot-blog-01.png"
  },
  "keywords" : [ "HubSpot" ],
  "mainEntityOfPage" : {
    "@id" : "https://mktgessentials.com/blog/vetting-a-hubspot-agency-partner-criteria-and-questions-to-ask",
    "@type" : "WebPage"
  },
  "publisher" : {
    "@type" : "Organization",
    "logo" : {
      "@type" : "ImageObject",
      "url" : "https://318836.fs1.hubspotusercontent-na1.net/hubfs/318836/me-logo-1.png"
    },
    "name" : "Marketing Essentials"
  }
}
```