Follow Susan LaPlante-Dube on:  

Are you hiring an Inbound Marketing Agency partner with HubSpot experience? We’ve compiled a list of the top questions to consider before hiring a partner for your business. 

Step 1: Agency Longevity and HubSpot Experience

    1. How long have you been a HubSpot Partner?
      Pro Tip: You’ll want to work with an agency that has the HubSpot experience your business needs. Newer agencies can be great, but they may not have the know-how to deal with a very large or older database. When in doubt: choose an agency that has been a partner for longer than you’ve had your HubSpot subscription. 

    2. What other partnerships and certifications do you have in your digital stack?

    3. What HubSpot Certifications does your team have?
  1. What has HubSpot said about working with you?
    Pro Tip: The best agencies will have direct experience working with HubSpot. Asking this question will showcase whether the agency has an existing working relationship with contacts within HubSpot.

Short on time? Take this checklist to go.
We've created an interactive PDF version you can download instantly.

Questions to Consider Before Hiring Inbound Marketing Partner PDF Checklist

Step 2: Services and Focus Areas

  1. What services do you provide?
    Pro Tip: Sometimes you just need a one-off project. But if you’re looking for a long-term relationship, make sure the agency has a wide -range of experience and results for a variety of services. 

  2. What industries do you specialize in?

  3. What specific experience and results can you share from a similar project in my industry?
    Pro Tip: This question is key for understanding whether the agency has proven results for your particular industry. Each industry vertical has its own unique marketing and sales best practices. Make sure you choose an agency that can get results specific to your vertical. 

  4. Where can I browse more results and case studies?

  5. What integration experience do you have? Can you integrate with the platforms I’m already using?

Step 3: Employee & Customer Satisfaction

  1. Are your employees happy to work there? What is your rating on

  2. What is your employee turnover rate?
    Pro Tip: Employee happiness and turnover are critical considerations when choosing a partner. It’s extremely difficult to have a successful partnership if your primary point of contact changes every six months. Make sure employees are happy, well developed professionally, and have the tenure your business needs. 

  3. What is your client retention rate?

  4. What would your clients say about working with you?

  5. Can I talk to an existing client candidly?
    Pro Tip: Reviews are great, but how do their clients feel about working with them? Is it hard to get them on the phone? Do they have fun working together? How quickly did they see results? These conversations can be much more valuable than a testimonial.


Step 4. How Will Your Relationship Work

Pro Tip: Every agency manages client relationships differently. Understanding how your relationship will be managed is critical. You’ll want to make sure your primary point of contact has the know-how and experience to keep things moving. But it’s also important to understand how onboarding, billing, and retainers are handled.

  1. What is the team structure like?

  2. Will I have a dedicated account team? For how long?

  3. What is my team’s experience level?
    Pro Tip: No one wants to be the practice company for a brand-new marketer. Make sure your team has the experience level you need to get the most from your investment. 

  4. Who will my primary point of contact be? Can you share a bit about them?

  5. How would you describe your partnership style?

  6. How often will we communicate on my account’s progress? And in what format?
    Pro Tip: This question is critical. Do you expect a weekly check- in call? Or would you prefer a monthly meeting? Do you want the agency to present results regularly to your C-Suite? Or would you rather check in over email on demand? Setting these expectations early is key to a successful relationship. 

  7. How long does it take to get onboarded?

  8. What is the onboarding process?

  9. When can I expect to see results from my project or retainer?

  10. How do you stay up to date on the latest trends and marketing best practices?
    Pro Tip: Does the agency have an employee development program? What industry webinars and conferences do they attend? Digital marketing changes all of the time so it’s important to choose an agency that’s focused on growth. 

  11. How much is the work outsourced vs in-house?

  12. What is the billing structure like? Can I try out a smaller project first?

  13. How many months of commitment do you require?
    Pro Tip: Be wary of agencies that try to push you into a monthly retainer or commitment before you’re ready. The best agencies will allow you to try them out with a smaller project. While a lot of momentum can be made with retainer-based billing, it shouldn’t be required for you to work together. 

  14. How flexible is the retainer if our business needs a change?

  15. What makes you different from all of the other agencies out there?


Step 5: Listen to Your Gut

While the above questions are helpful when it comes to choosing an agency partner, perhaps the most important consideration is your chemistry with them. You are making a considerable business investment. It’s important that investment feels like the right thing to do. Ask yourself:

  • Did you connect with them? 
  • Do you feel like they truly listened to you and your needs? 
  • Did you feel like they were experts trying to help, or highly-trained sales professionals trying to close you before the end of the month? 
  • Do you feel like you would have consistently great experiences with them as you produce work and drive results together?
  • Are they experienced business professionals willing to challenge you to try new ideas? Or are they order-takers? 

Want to narrow down your search? We compiled a list of the all-time best agency partners this year. 


Email yourself a PDF version of this checklist

Want to take this checklist with you to-go? We built an interactive, printable PDF version of this checklist so you can take notes as you interview. Just fill out the form for instant access.



About the Author

Susan LaPlante-Dube | PMG Principal
Susan LaPlante-Dube, PMG Principal

Susan LaPlante-Dube created PMG in 2002 and acts as one of PMG’s Principals. As a jack-of-all-trades in marketing, she loves digging deep on a topic and finding new ways to spin old ideas. While she would prefer having some high-tech voice software to record all of her blog thoughts instead of having to write them down, she loves the satisfaction of helping her readers learn something new.

 Tags: HubSpot Outsourced Marketing Marketing Resources Inbound Marketing

Subscribe to Our Blog!

New Call-to-action

DesignRush Accredited Agency 2019 BadgePMG has been recognized as a 2019 Top Digital Marketing Agency in Massachusetts by DesignRush.

Have any thoughts on this blog post topic? Let us know!

Simply post a comment below to add to the conversation.