『How AI Helps a Small Agency Scale Its Operations | UNwatchable』のカバーアート

How AI Helps a Small Agency Scale Its Operations | UNwatchable

How AI Helps a Small Agency Scale Its Operations | UNwatchable

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Joe Jerome and Sajeel Qureshi talk with Jessica León, founder of Jolly Inbound, about her path from air traffic control and HubSpot blogging to building a HubSpot consulting agency. They compare three generations of HubSpot partner experience, discuss how the platform and partner program have changed, and share practical ways newer partners can build relationships, focus their services, and use AI to scale operations. Jessica León of Jolly discusses how HubSpot partner tiers can misrepresent delivery experience, and explains Jolly’s work across industries and its strategy-first approach to HubSpot implementation. Hosts Sajeel Qureshi and Joe Jerome add perspectives on partner value, agency collaboration, and the difference between selling software and helping clients succeed with it.


takeaways

  • “I started actually writing blogs. So it was all that Inbound content.”
  • “We became first a provider. Back in 2021.”
  • “around December, 2022 when we switched over to becoming a partner.”
  • “we ended up going into HubSpot because”
  • “our market opportunity was to come in with a systematic approach to WordPress”
  • “I think that's amazing. And we're not even adding like the agents and everything that has been like AI”
  • “Claude has just really helped us integrate all the tools that we use.”
  • “with AI, I found that it was just really easy to start building SOPs and sharing that with the team”
  • “connecting with people in the HubSpot community”
  • “focusing on at least, and especially when you're starting off on one or two things” So today we're not trying to go to the next tier.
  • Right now we're more focused on delivering to people who are already using HubSpot.
  • I don't think the goal demonstrates our experience.
  • A lot of the business operates the same way, even if they are in different industries.
  • The person needs to have the budget. The person needs to have the timing, the need.
  • A lot of the clients that we work with don't have those processes defined.
  • Before the implementation, we first offer this consulting service where we try to help you define or help them define their processes.
  • Our goal is to also train the team on how the process was built.
  • I don't wanna be a vendor, I wanna be a partner.
  • It also has helped us sell and expand our services because now we know that we can offer all these other things.

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