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Welcome to the Partner Portal
A range of resources available to our partners
Partners-Only Events
- Indianapolis - April 7, 2020 - Virtual Event
- Cleveland - March 26, 2020
- Philadelphia - March 12, 2020
- Tampa, FL - February 26, 2020
- San Jose, CA - February 13, 2020
- Atlanta, GA - January 21, 2020
- Orlando, FL - December 12, 2019
- San Diego, CA - December 5, 2019
- Los Angeles, CA - November 13, 2019
- Indianapolis, IN - November 7, 2019
- Rochester, NY - October 8, 2019
- Chicago, IL - October 3, 2019
- Columbus, OH - September 26, 2019
- Baltimore, MD - September 19, 2019
- Austin, TX - September 12, 2019
- Minneapolis, MN - August 22, 2019
- Detroit, MI - August 15, 2019
- Portland, OR - August 8, 2019
SpringBoard Live
- New Email Templates - 3/23/18
- SharpSpring Social - 2/9/18
- Design and Optimize Custom Notifications - 9/22/17
- Lead Scoring 101 - 9/15/17
- Collect More Intel With Progressive Profiling - 9/8/17
- Sync Salesforce With SharpSpring - 8/18/17
- How To Integrate WebEx or GoToWebinar - 8/11/17
- Data Matters: Moving from a CRM - 7/28/17
- You Don't need ESP to Move From an ESP - 7/21/17
- Moving In: The Basics of Data Migration - 7/14/17
- So Fresh And So Clean: Keep Your Data Tidy - 7/7/17
- More Bang for Your Buck: Shopping Cart Overview - 6/30/17
- Say It Ain’t Spam! Enhance Your Sender Status - 6/23/17
- Creating Visual Workflows That Work - 6/16/17
- Show Me the Data: Macro Traffic Reports - 6/9/17
- Set It And Forget It Create Effective Workflows - 5/26/17
- See It To Believe It: Organize Your Workflows - 5/19/17
- Tools of the Trade: Review Your Agency’s Toolbox - 5/12/17
- Search & Rescue Leads: Explore Advanced Search & Bulk Edit - 5/5/17
- Capitalize on Your Conference Leads - 4/28/17
- Killer Lead Gen Strategies for Events - 4/21/17
- Switching Your Event Reminders from Pesky to Persuasive - 4/14/17
- How To Boost Digital Event Attendance - 4/7/17
- Analyze Content to Improve Performance - 3/31/17
- Streamline Your Press Release Distribution - 3/24/17
- How to Utilize Your Content – Even the “Boring” Stuff - 3/17/17
- Tips & Tricks to Maximize Discount Promotions - 3/10/17
- Turn Your Newsletter Into a Winner - 3/3/17
- Alternative Pipeline Uses - 2/24/17
- Pipeline - Reports - 2/17/17
- Pipeline - Management - 2/10/17
- Pipeline - Configuration - 2/3/17
- Personas - The Full Picture - 1/27/17
- Personas - Dynamic Content - 1/20/17
- Personas - Automation - 1/13/17
- Personas - Getting Started - 1/6/17
- User Roles - Administrator - 12/16/16
- Personas - 12/15/16
- User Roles - Manager Roles - 12/15/16
- User Roles - Sales Roles - 12/2/16
- Lead Conversions - 11/18/16
- Lead Action Tasks & Workflows - 11/11/16
- Lead Scoring Automations - 11/4/16
- Dynamic Landing Pages and Emails Using Media Center - 10/28/16
- Dynamic Email - 10/27/16
- Media Center Videos - 10/21/16
- Media Center Images and Trackable Links - 10/14/16
- Media Center PDFs and Trackable Links - 10/7/16
- Creating Advanced Forms - 9/30/16
- Email Designer: Create and Automate - 9/23/16
- Dynamic Landing Pages - 9/21/16
- Email Designer: Sending Custom Emails - 9/16/16
- Email Designer: Design and Optimize - 9/9/16
- Landing Page Builder - Campaigns and Automations - 8/26/16
- Landing Page Builder - Blogs - 8/19/16
- Mail+ for Agencies - 8/18/16
- Landing Page Builder - Content is King - 8/12/16
- Landing Page Builder - Getting Started - 8/5/16
- New Employee Training - The Next Steps - 7/29/16
- New Employee Training - The Inbound Strategy - 7/22/16
- New Employee Training - The Next Steps - 7/15/16
- New Employee Training - The Functional Setup - 7/8/16
- The SharpSpring API - 6/24/16
- Lead Scoring Best Practices - 6/17/16
- Landing Page Builder and Blog Tool - 6/16/16
- Accounts and Reporting - 6/10/16
- Adwords Integration - 6/3/16
- Advanced Automations - 5/20/16
- Zapier Part II - 5/6/16
- Campaign Tracking - 4/15/16
- Time Based Workflows - 3/18/16
- Responsive Email Design - 3/4/16
- Email and List Tagging - 2/19/16
- A/B Testing - 2/5/16
- Shopping Cart Integration - 1/15/16
- Zapier Integration Overview - 12/18/15
- The Media Center - 12/4/15
- Dynamic Email Content - 11/20/15
- Email Basics and Templates - 11/6/15
- Workflows Triggers & Tasks - 10/16/15
- How To Sheet: Segmenting Leads And Applying Workflows - 10/14/15
- Lead Scoring and Important Pages - 10/2/15
- Creating And Managing Lists - 9/18/15
- Setting Up And Managing A Sales Pipeline - 9/4/15
- How To: Set Up and Manage a Sales Pipeline - 9/4/15
- Review of Salesforce Integration Settings - 8/21/15
- How To Sheet: Review of Salesforce Integration Settings - 8/21/15
- Overview of Salesforce Integration - 8/21/15
- Importing Leads and Creating Custom Fields - 8/7/15
- How To Sheet: Import Leads and Create Custom Fields - 8/7/15
- Segmenting Leads And Applying Workflows - 7/17/15
Agency Acceleration Series
- Top 10 Expert Tips to Accelerate Your Agency in 2021 with Jay Baer - January 13, 2021
- The Future of Agencies with Seth Godin - December 10, 2020
- Agency Operations - Work Less + Earn More with Karl Sakas - December 2, 2020
- Selling Video Services to Clients with Amy Landino - November 18, 2020
- How to Create Ridiculously Good Content with Ann Handley - November 12, 2020
- SEO for Agencies with Ann Smarty - November 4, 2020
- Grow & Scale Your Agency with Jason Swenk - October 21, 2020
- Rand Fishkin: Influencer Marketing & SEO - October 14, 2020
- Chris Brogan: What SMBs Want From Agencies - October 7, 2020
- Drew McLellan - How Agencies Can Successfully Sell in 2020 & Beyond - September 30, 2020
- Shama Hyder: Driving Momentum for Your Agency & Your Clients - September 16, 2020
- Tom Martin: Turning Conversations into Clients - September 2, 2020
- David C. Baker: Positioning Your Agency - August 26, 2020
- Neil Patel: How to Optimize Conversion Rates for Clients - August 12, 2020
Get Started
- Client Implementation Slick
- Client Implementation Deck
- Onboarding Checklist for Agency Clients
- Client Implementation Guide
- Everything to Know About SharpSpring
- Walk-Run-Fly: A Guide to Implementing SharpSpring
- How to Sell SharpSpring
- Feature Guide - Rebrandable
- Ultimate Guide to Marketing Automation Terminology
- Marketing Automation Playbook
- Position, Price & Pitch: The 3 Ps to Growing Your Agency
- Agency Guide for Choosing the Right Marketing Automation Partner
- 5 Reasons Agencies Adopt Marketing Automation
Upcoming Webinars
SharpSpring at Work will return on March 26th, details coming soon!
On Demand Webinars
- SharpSpring at Work: Launch to Landing - February 26, 2021
- SharpSpring at Work: From Snoozeletter to Newsletter - January 29, 2021
- Agency Revenue Rockstars Live Q&A: Featured Sheena Graham of REAS Marketing - January 28, 2021
- SharpSpring at Work: A Year In Review - December 11, 2020
- SharpSpring at Work: Creating Content that Sells - November 13, 2020
- SharpSpring at Work: Creative Solutions for Unique Problems - October 28, 2020
- Jay Baer: 7 Services Smart Agencies are Offering in 2020 and Beyond - October 28, 2020
- SharpSpring at Work: Making Sense of Visual Workflows - October 16, 2020
- SharpSpring at Work: Multi-touch Attribution in the Real World - October 2, 2020
- SharpSpring at Work: Building Better Emails - September 18, 2020
- SharpSpring at Work: Creating the Right Process for the Right Relationship - September 4, 2020
- SharpSpring at Work: Rethinking Attribution and Customizing Conversion Goals - August 21, 2020
- SharpSpring at Work: Think Inside the Box with Email Deliverability - August 7, 2020
- SharpSpring at Work: Dialing in on Lead Records with Rafael Zabala - July 24, 2020
- Kickstart Your Agency's Thought Leadership with Karl Sakas - July 15, 2020
- SharpSpring at Work: Land and Retain More Clients with Magee Clegg - Friday, July 10, 2020
- How to Productize and Systematize Your Agency with Greg Hickman - Wednesday, July 1, 2020
- SharpSpring at Work: Funnel Foundations - Friday, June 26, 2020
- SharpSpring at Work: Optimizing Sales Optimizer - Friday, June 19, 2020
- 5 Steps to Growing Your Agency with Gini Dietrich - Wednesday, June 17, 2020
- SharpSpring at Work: Form and Function - Friday, June 12, 2020
- SharpSpring at Work: Visualizing Success with Visual Workflows - Friday, June 5, 2020
- Agency Roundtable: Delivering What Clients Need Most with Jason Kramer - Wednesday, June 3, 2020
- SharpSpring at Work: Going from Pitch to Profit with Perfect Audience - Friday, May 29, 2020
- SharpSpring at Work: Optimizing Lead Generation with SharpSpring - Friday, May 22, 2020
- Agency Roundtable: Signing the Best Clients with Jason Swenk - Wed, May 20, 2020
- SharpSpring At Work: How SharpSpring Uses Perfect Audience - Fri, May 15, 2020
- SharpSpring At Work: The Value of Campaigns - Fri, May 8, 2020
- Agency Roundtable: Client Retention & Expansion with Brad Parnell - Wed, May 6, 2020
- SharpSpring At Work: Perfecting Perfect Audience - Fri, May 1, 2020
- SharpSpring At Work: Leveraging Chatbots with Tom Berry & Autus Consulting - Fri, April 24, 2020
- Agency Roundtable: Signing New Clients During a Pandemic with Chip LaFleur - Wed, April 22, 2020
- SharpSpring at Work: A Perfect Audience Success Story - Fri, April 17, 2020
- Taking Off with Launchpad & Leveraging Custom Reports - Fri, April 10, 2020
- Agency Roundtable: Controlling What You Can with John Spence - Wed, Apr 8, 2020
- Agency Roundtable: Empathy in the Face of COVID-19 with Brian Carroll - Wed, Apr 1, 2020
- How Agencies Can Survive & Thrive in the Face of Economic Uncertainty - Wed, Mar 25, 2020
- How to Increase Conversions With Empathy Marketing - Thu, Feb 20, 2020
- Easily Connect Your Software Systems - Wed, Nov 13, 2019
Rebrandable Sales Materials
- SharpSpring 2020 Feature Releases
- Direct Support from SharpSpring
- Rebrandable Onboarding Checklist
- Rebrandable Client Account Guide
- Rebrandable Sales Deck
- Chatting About Chatbots Deck - Rebrandable
- Landing Pages Go-To Guide
- Professional Services for Agencies
- Dynamic Content Go-To Guide
- Onboarding Guide
- The Ultimate Guide to Marketing Automation Terminology
- Hyper-Personalized Conversations: The Key to a Wider Marketing Funnel
- Sell-Through Presentation
- MA v CRM
- MA v ESP
- 2014 Marketing Automation SMB Report
- Marketing Automation Vendor Comparison Tool
- Scenario - TechStart - Lead Generation
- Scenario - Penn Station - E-commerce
- Scenario - Roofing Co. - Sales Engagement
Competitor Comparisons
- 6 Vendor Comparison Guide for Businesses
- SharpSpring vs. HubSpot (agency pricing model)
- SharpSpring vs. HubSpot (direct customer pricing model)
- SharpSpring vs. Marketo (agency pricing model)
- SharpSpring vs. Marketo (direct customer pricing model)
- SharpSpring vs. Active Campaign (agency pricing model)
- SharpSpring vs. Infusionsoft (direct customer pricing model)
- SharpSpring vs. Act-On (agency pricing model)
- SharpSpring vs. Act-On (direct customer pricing model)
- SharpSpring vs. Pardot (agency pricing model)
- SharpSpring vs. Pardot (direct customer pricing model)
Agency Perspectives
- Issue 1 - Pitching Marketing Automation
- Issue 2 - The Fab 4: Client Goals You Can Achieve with Marketing Automation
- Issue 3 - 6 Easy Steps to Pitching Marketing Automation
- Issue 4 - Growing Your Agency With Retainer-Based Relationships
- Issue 5 - Check Your 'Alignment'
- Issue 6 - The Three ‘Gets’ for Signing More Clients
- Issue 7 - Top 5 Pitfalls in Implementing Marketing Automation
- Issue 8 - Find Your Niche With Marketing Automation
- Issue 9 - Mission Possible: Quality Content Marketing
- Issue 10 - The 5 Pillars of Marketing Success
- Issue 11 - Grow Your Agency With Nonprofit Clients
- Issue 12 - Your Secret Weapon for Getting New Clients
- Issue 13 - Bundle Your Services to Grow Your Agency
- Issue 14 - Grow Your Agency with Target Marketing
- Issue 15 - Closed-Loop Marketing: A Recipe for Growth
- Issue 16 - Turning Marketing Automation Into a Profit Center
- Issue 17 - From 'Brick-and-Mortar' to 'Click-and-Mortar'
- Issue 18 - The New Age of Sports Partnerships
- Issue 19 - The Secret Formula for a Marketing Budget
- Issue 20 - Bringing Lead Nurturing to the Masses
- Issue 21 - Chatbots: The Future of Recruitment
- Issue 22 - The Ultimate Agency Guide to Video Marketing
- Issue 23 - 8 Ways to Leverage GDPR for Your Agency
- Issue 24 - Level Up Your Event Management
Research
- 5 Reasons Agencies Adopt Marketing Automation
- Multi-touch Attribution: 3 steps to better performance reporting
- 3 Big Reasons You Need a Chatbot - A SharpSpring Infographic
- Ultimate Client Plan for Marketing Automation
- Karl Sakas eBook: How to Land Higher-Paying Clients
- Choosing the Right Marketing Automation Partner
- Getting Started With Email Marketing Automation
- Infographic: Top Agency Trends
- Infographic: MarTech Stack Optimization
- Infographic: Email-driven Content Marketing
- Agencies Talk: State of Email Marketing 2017
- Personalize Your Marketing with Dynamic Content
- Ultimate Guide to Marketing Automation Terms
- Email List Strategy
- Accelerate Lead Gen With Content
- State of Marketing Automation 2017
- Account Based Marketing
- Taking Your Agency and Clients to the Next Level
- Let Your Data Take The Wheel
- Social Media Marketing
- Content Marketing Trends 2015
- Marketing Automation 2015
- Content Marketing
- Demystifying Social Media Marketing
- Marketing Automation Playbook
Case Studies
- Case Study - Xposure Creative
- From Startup to Six-Figure Revenue in 12 Months - Incrento Case Study
- Recruitment ROI Cost-per-Applicant Down 90% - Vareo Case Study
- Increase Sales & Nurture New Prospects - McInnis Consulting Services Case Study
- Case Study - Authenteq
- Case Study - Credit Union 2.0
- Case Study - Biznet
- Case Study - FunnelBud
- Case Study - Plan Start Grow
- Case Study - Brytons Home Improvement
- Case Study - GetIT Comms
- Case Study - Demodia
- HiveTracks Customer Segmentation Case Study
SharpSpring at Work
SharpSpring at Work will return on March 26th, details coming soon!
Partner Certification Program
We designed SharpSpring’s Partner Certification Program to help you grow your agency and ensure your clients achieve their goals
SharpSpring Virtual Classroom
Access a library of on-demand courses to become an expert in the SharpSpring platform.
- Log in to your SharpSpring account
- Click on your User Profile
- Click on Virtual Classroom to get started
Professional Services
Extend your team and add to your revenue stream when you leverage SharpSpring Professional Services.
Play in the Sandbox