Getting Started Checklist

Community Manager

Check out the checklist below to get up and running as a new partner!


Getting Started Checklist

1. Complete Application

2. Activate Partnership

3. Watch these overview videos:                                                                                                     

3.  Complete legal paperwork (at bottom)

4. Join our Slack Community and introduce yourself!

5. Bookmark our Partner Community Forum

6. Register your existing and prospective clients as leads

7.  Create and add your profile to the HubSpot Directory


Legal Paperwork:

When you login to your partner portal for the first time, you'll see a screen like this.  Sign the legal agreement in the left white box. 

Then, fill out your W-8 & ACH and email to


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