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HubSpot Academy

Platform Consulting

HubSpot via HubSpot Academy

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Overview

Platform consulting, or tech stack auditing, refers to providing guidance, expertise, and solutions to clients that seek to maximize their platform’s utility and success. In this certification, you will learn how to conduct platform discovery conversations with your client, how to identify platform need gaps, how to drive business process change, and how to create a go-to-market strategy for platform consulting as a service.
  • Conduct platform or tech stack discovery conversations with your clients
  • Identify platform need gaps and drive business process change
  • Create a go-to-market strategy for platform consulting as a service offered by your firm

Syllabus

  • How to Audit a Platform
    • Platform consulting, also known as tech stack auditing, refers to providing guidance to businesses that seek to maximize their platform apps' utility and success. Every business uses a variety of technologies in their day-to-day work, but most businesses miss out on opportunities to get the most out of their technology platform. In this lesson, learn how to design a platform consulting process that maximizes utility and minimizes inefficiencies.
  • Consulting Your HubSpot Clients on Their Platform
    • Platform consulting, or tech stack auditing, refers to providing guidance, expertise, and solutions to clients that seek to maximize their platform’s utility and success. Rather than simply listing out technologies, this lesson will teach you how to conduct platform discovery conversations, identify platform need gaps, drive business process change, and deliver a comprehensive platform solution for your client.
  • Go-To-Market With Consulting for HubSpot’s Platform
    • The HubSpot platform has evolved beyond just the core marketing, sales, and service products to include a robust ecosystem with hundreds of apps. Our positioning has evolved, and as a trusted Solutions Partner, it’s important to position HubSpot's platform appropriately to be successful at selling it, along with the platform consulting service you provide to accompany it. In this lesson, you’ll learn how to position HubSpot's platform so that you can effectively educate your prospects during the sales process.
  • Platform Consulting Certification Survey
    • Please help us make this certification better for our global partner community.

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