How to Get the Most Out of Your HubSpot Consultant

After you’ve hired your first HubSpot technical consultant, you may wonder how to get the most out of them. To start, it’s important to understand that consultants do not work alone.

This article will give you insight into how a consultant should interact with their team and what to expect from them on a day-to-day basis. It will also highlight some best practices for having the most productive and happiest consultants on your team. Let’s get started!

Be Transparent with Your Consultant

Transparency is the foundation of any successful team. A consultant can only do so much before they start to become consumed with their ideas and priorities. As the person responsible for bringing those ideas and priorities to life, it’s important to let your consultant know where you stand. You can avoid problems by communicating clearly and truthfully with your consultant. 

Here are a few ways to do this: 

Don’t be shy: Be open and explain what you want to see and how you want it done. This includes saying what you don’t want to see and why you want it done a different way. 

Offer a lot but don’t promise everything: Make sure you are clear on what you want and don’t want from your consultant. This also goes for expectations. Let them know what you want, but don’t promise them everything they could ever want.

Don’t Micromanage

As the buyer’s representative on your team, your consultant will be working with various tools and resources. You want to ensure that your consultant uses these tools properly and efficiently. While you may want to be the one who manages your consultant’s schedule, it’s important to let them do their job. 

This means letting them choose the tools and resources they want to use. It also means permitting them to make some changes to how they’re using the tools. For example, your consultant may want to use a spreadsheet program for their client work, but you want to use a spreadsheet for your team.

Have Regular Meetings

Regular meetings are essential to making sure your team stays on top of the latest news, strategies, and tools. These meetings should be short but include your team and their team. While some meetings might be considered long, the goal is to get them over quickly so that the team can move on to the next thing. 

Keeping with the transparency theme, you and your team need to know where the meetings are taking place. Ideally, this information should be written up in a meeting schedule so that it’s easily accessible and visible to all.

Always Agree to Communicate Directly

A huge problem in business today is communication. How can you have productive meetings when everyone is afraid or reluctant to say something? Shyness and fear are huge problems that result in bad communication. If you don’t want to speak to someone, don’t be afraid to just say so. If you need to write something down, take a deep breath, and then write. There will be times when you need to be direct with your team, and there will be times when you need to be indirect.

Help Your Consultant Grow

It’s easy to get overwhelmed by the amount of work and responsibility you have assigned to your team. You don’t have to handle everything on your own, but you also don’t want to get in over your head. A great way to start supporting your team is by helping them out a little. For example, if your team member needs to borrow money, just let them. 

Likewise, if they need some help with their taxes, offer to help out. These little things can make a huge difference in the health and productivity of your team. Once they understand how much help they can expect, your team members will be more likely to ask for it.


At the end of the day, the most important thing you can do for your consultant is communicate with them frequently and clearly. Make sure you understand their roles on the team, their partners, and how they’re supposed to help.

Once you’ve done that, it’s important to remember to stick to your calendar for meetings, and to make sure you’re communicating with your team. Remember to always agree to communicate directly and help your team members out when they need it.

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