Get the WebScouts
Partner Kit

Four checklists for agencies who want to take on more technical work without losing control of the client relationship.

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HubSpot projects get complicated fast—and those problems usually trace back to the same places: thin discovery, loose scope, and handoffs that didn't have enough context. This kit gives you a practical framework for managing all of it, whether you're working with an outside technical partner or tightening up your own process.

Inside, you'll find four checklists covering partner oversight, discovery, HubSpot onboarding, and Scope of Work (SoW) basics. Use them before the build starts, and the whole engagement runs smoother.

Download the Kit

What's Inside

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Partner Oversight Checklist

Stay in control when you bring in outsourced technical help.  

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Discovery Checklist

Surface what's going on before anything gets built.

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HubSpot Onboarding Checklist

Set up properties, pipelines, and automation cleanly from day one. 

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SOW Basics Checklist

Scope clearly so timelines and budgets stay solid.

What Is WebScouts?

WebScouts is a worker-owned cooperative of senior HubSpot specialists. We work with agencies and consultants as a white-label or embedded technical partner—handling HubSpot builds, CRM migrations, native and custom integrations, custom HubSpot development, and more.

We built this kit because we believe that great partnerships require great process. These checklists reflect what we've learned from doing this work—and we think they're useful whether you work with us or not.

Who uses this kit?

Agencies who manage HubSpot projects for clients, particularly those who bring in outside partners and want to stay in control of delivery, scope, and client trust.

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Why Download This?

HubSpot projects fail at the handoff when discovery is thin, scope is loose, or a technical partner doesn't have the context they need to build the right thing. These checklists help you close those gaps before they become problems.

Download the Kit