Operator resource library
Make every partner handoff reviewable.
Eleven practical guides and tools for modeling lead economics, deciding what to transfer, limiting data, defining acceptance, controlling CRM sync and duplicates, resolving disputes, and learning from outcomes.
Partner lead unit economics calculator
Model spend, accepted leads, opportunities, projected wins, gross profit, ROI, and break-even lead cost from your own assumptions.
Calculate your economics → Decision guideWhat should happen to a qualified lead that is wrong for your agency?
Choose between nurture, referral, marketplace transfer, and closure without turning a prospect into inventory.
Read the guide → Field templateThe partner-ready lead record
Package the context a buyer needs while separating facts, statements, inferences, and unnecessary personal data.
Open the template → Integration readinessBefore connecting HubSpot to a partner marketplace
Define permissions, ownership, mappings, conflicts, recovery, and go-live evidence before authorizing OAuth.
Use the checklist → Quality operationsA lead quality score is not a verdict
Preserve component evidence, coverage, uncertainty, disputes, and calibration instead of hiding them in one number.
Review the method → Measurement guideThe marketplace attribution ladder
Follow a lead from eligible inventory through handoff, contact, meeting, and qualified commercial outcome.
Map the funnel → Data responsibilityLead marketplace data-processing checklist
Record parties, purposes, lawful basis, disclosures, processor terms, retention, rights, and incident ownership before a transfer.
Review the checklist → Purchase operationsBuyer acceptance criteria before purchasing a lead
Define fit, evidence, freshness, exclusions, review windows, and dispute paths before access changes hands.
Set acceptance rules → Dispute operationsThe lead dispute evidence packet
Resolve disagreements from a dated record of listing state, acceptance, access, contact, policy, and decision evidence.
Build the packet → CRM data qualityCRM-to-marketplace deduplication rules
Separate identity, ownership, listing eligibility, and merge decisions so duplicates do not become double sales or lost history.
Define the rules → Freshness operationsA practical lead freshness SLA
Set field-specific clocks, evidence timestamps, breach actions, review owners, and revision rules instead of one vague “fresh” badge.
Build the SLA →