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How To Use HubSpot’s Partner Event Strategy Toolkit

Overview Of Checklists, Templates, Playbooks, And Promotion Strategies For MDF-Funded Events.

Events are more than a calendar entry. When thoughtfully executed, they become brand accelerator. They are rallying points for relationships, growth, and meaningful pipeline momentum. But without structure, events can just as easily become chaotic, under-leveraged drains on your time and MDF (Marketing Development Funds).

That’s why HubSpot launched the Partner Event Strategy and Execution Toolkit. It’s not just a collection of assets. It’s a blueprint for getting the most out of every event moment; built to help you from planning to post-mortem.

The Toolkit, Unpacked

This isn’t your average resource drop. Each component of the toolkit is crafted to make MDF-funded event execution smoother, more strategic, and ultimately more successful:

Checklists that Think for You

  • Event Planning Checklist: Your soup-to-nuts guide, from kickoff to follow-up.

  • Deal Registration Checklist: Capture opportunities while staying aligned with HubSpot’s partner policies.

  • MDF Management Checklist: Keep your documentation clean and your reimbursements prompt.

Templates That Save Time

  • Sales Templates: Event-specific email copy for outreach, follow-up, and lead re-engagement.

  • Marketing Templates: Branded invites, announcements, and event page content—no need to reinvent the wheel.

Playbooks for Proven Execution

  • Partner Enablement Playbook: Activate partners, align goals, and map MDF spend to outcomes.

  • Sales Playbooks: Guide reps on how to promote events and maximize lead conversions.

  • Event Promotion Playbook: Step-by-step tactics for boosting attendance using email, social, and paid channels.

Promotion Strategies that Drive Results

Using HubSpot Marketing Hub, you can:

  • Launch email campaigns and social promos

  • Build custom landing pages for registration

  • Integrate with platforms like Zoom and Eventbrite for live tracking

  • Segment and personalize outreach for higher engagement

  • Track campaign performance from a single dashboard

For First-Timers and Field-Tested Pros Alike

Whether you’re running your first MDF-funded workshop or optimizing a high-volume event program, this toolkit gives you the guardrails and agility to succeed. It’s structure without stifling creativity. Strategy without guesswork.

FMK's Perspective

We believe great events start long before the registration page goes live. The toolkit reflects that philosophy. It helps partners like us align cross-functional teams, tell tighter stories, and create experiences that aren’t just attended, they’re remembered.

FAQ

Q: How should we adapt the toolkit for virtual vs. in-person events?
A: The core strategy stays consistent, but priorities shift. For virtual events, focus on integrations like Zoom and real-time engagement tools. For in-person, emphasize logistical planning, on-site lead capture, and strong post-event follow-up to maintain momentum.

Q: Can the toolkit support multi-partner or co-hosted events?
A: Yes. Just make sure all partners align on goals, roles, and messaging. Use the Partner Enablement Playbook to avoid overlap, stay coordinated, and present a unified experience.

Q: What metrics matter most when evaluating MDF-funded events?
A: Attendance alone isn’t enough. Focus on deal registrations tied to the event, qualified leads, follow-up engagement, and ROI against MDF spend. The toolkit’s tracking features make it easier to capture and report on these results.

More questions about implementation or personalization? Start with your PDM. This toolkit isn’t just a resource, it’s a partnership in motion.