Earn Managed MRR Credit

HubSpot Solutions Partners earn tiers based on the level of success achieved by their clients using the HubSpot platform. The two determining factors for partner tiers are: Sold Monthly Recurring Revenue (MRR) Credit and Managed MRR Credit. 

Managed MRR credit is a measurement of the total HubSpot subscription MRR value that you are actively servicing as a Solutions Partner. It is determined based on the eligible activity within your clients’ HubSpot accounts. As long as you are actively servicing clients in their HubSpot account, you will be awarded managed MRR credit. This credit is converted to managed points that contribute to your Partner tier.

For example, if you are servicing a client that pays USD$1000 a month for their HubSpot subscription, you will earn USD$1000 managed MRR tier credit and thus 10 managed points that contribute towards your partner tier. Review the currency-to-points conversion table here.

You do not need to sell a HubSpot subscription to a customer to be eligible for managed credit while serving them. 

Please note: if two or more partners service the same client account, the Managed MRR credit will be divided evenly amongst the servicing partners.

You must complete all the following steps to earn managed MRR credit for a client's HubSpot account:

1. Create a user in your partner account.
2. Assign the client to said user.
3. Create the same user in the client's account.
4. Ensure the user performs qualifying activities and is actively engaged in the client's account. 

It is strongly recommended that you have a Partner admin in a client's account in order to easily add and manage partner employee permissions in the client's account. Learn how to add a Partner admin through an access link. 

Qualifying activities are active engagement from the Partner within the client’s account. Each tool has its own set of qualifying activities based on active engagement with that tool. For example, you need to publish a blog post to count as a qualifying activity.

• Creating and editing assets are considered active engagement in most tools.
• Simply logging into the client account does not count as a qualifying activity.

Earn Managed MRR credit

• In your HubSpot account, create a user and set them as a partner employee.
• Assign the client to the created user. The client must be assigned before any partner activities are attributed to Managed MRR credit.
  
  • If the partner employee is already a user in the client's HubSpot account or has an email address that matches the partner employee email domain, they will automatically be assigned. You will not need to take further action. 
  • If the partner employee is not a user in the client's HubSpot account and does not have an email address that matches the partner employee email domain:
    • In your Partner account, navigate to Partner > Client Access Manager. 
    • In the Clients tab, hover over the client and click Actions, then select Add Employees.
    • Select the users from the Partner employees dropdown menu.
    • Click Add employees.
  • If the contractor is already a user in the client's HubSpot account:
    • In your Partner account, navigate to Partner > Client Access Manager.
    • Click the Contractors tab. 
    • Hover over the contractor and click Actions > Link clients. 
    • Choose the client from the dropdown menu or either their Hub ID. 
    • Click Confirm. 
  • If the partner employee or contractor is deactivated in the client's HubSpot account:
    • In your Partner account, navigate to Partner > Client Access Manager. 
    • Click the Clients tab and click the name of a client.
    • Hover over a deactivated user and click Actions, then select Reactivate user on client. 

You will receive Managed MRR credit as long as your employees are set up correctly as users, and consistently perform qualifying activities in the client’s account.

• Each qualifying activity performed by each user counts towards Managed MRR credit for 60 days, after which it will expire. 
• Once the activities of all partner users in the client account expire, you will stop receiving Managed MRR credit.

Please note: certain partner tiers have additional requirements for the number of qualifying activities that must be performed in a given timeframe. Read more about those requirements here.

To confirm if you’re receiving Managed MRR credit for your user’s activity in the client’s account:

• In your HubSpot account, navigate to Partner > Dashboard.
• Click the Points Breakdown tab.
• Use the search bar to search for a specific client.
• In the Managed column, you will see both the Managed MRR Credit in the client’s account currency, and the Managed Tier points associated with the client.

Ending the managed client relationship

You will no longer receive Managed MRR credit after ending a managed relationship with a client. Any one of the following actions will immediately end a managed relationship: 

• Removing all partner users from a client's HubSpot account.
• Removing all partner users managing the client from your Partner account. 

To remove all partner users from a client's HubSpot account:

• In your Partner account, navigate to Partner > Client Access Manager.
• In the Clients tab, click the name of the client you want to end the managed relationship with.
• Hover over the employee and click Actions, then select Remove employee from the client.
• In the wizard, review the accounts the user will no longer have access to and the assets that will be affected. Then, click Next. 
• Review the removal information and click Done.
• Repeat the above steps for all other employees. 

Doing the following will not immediately end a managed relationship between you and your HubSpot client. The relationship will only end 60 days after the last qualifying partner activity in the client account:

• Deactivating all users who manage the client in your partner account. 
• Ceasing all partner activity in the client’s account.