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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
- 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
Constant Contact
Get Started
- Retargeting Ads Toolkit
- 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
Revenue Rockstars Webinar Series
- Jay Baer: Key Learnings and the Top 11 Agency & Digital Marketing Problems - January 19, 2022
- Drew McLellan: Selling Like a Rockstar? The Results Should Speak for Themselves - January 5, 2022
- Shama Hyder: Honors to Dollars: Learn How Your Agency Can Turn Accolades into Sales - December 8, 2021
- SharpSpring Agency Partner Panel: How Rock Stars Roll with Change to Unlock Revenue w/ Sheena Graham and Marnie Ochs-Raleigh - November 17, 2021
- Seth Godin: Modern Marketing: Organizing for Growth - November 3, 2021
- Ann Handley: Writing for Response and Revenue - October 20, 2021
- Todd Lebo And Matt Koeppel: State of MarTech – New Research: Why Your Results are Lacking & 3 Key Strategies for Success - October 6, 2021
- SharpSpring Agency Partner Panel: How Modern Marketers Are Winning Revenue with Magee Clegg, Patrick Schokker and Jason Kramer - September 15, 2021
- Karl Sakas: What CMOs Say When You’re Not in the Room … And How It Can Help You Grow Your Agency - September 1, 2021
- Mickey Locey: Beyond the Pitch: Rock Star Moves to Not Only Win Business But Deliver on Your Promise - August 18, 2021
- Jay Baer: Revenue Rockstars Series Opener: Top 11 Agency & Digital Marketing Problems - August 5, 2021
Agency Growth 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
Upcoming Webinars
- Agency Values: Your Key to New Revenue - July 30, 2021
On Demand Webinars
- Push the Cart: Drive More Sales with Dynamic Ads - November 18, 2021
- Retargeting Really Works - September 6, 2021
- Agency Values: Your Key to New Revenue - August 6, 2021
- SharpSpring at Work: Retargeting Really Works - June 24, 2021
- SharpSpring at Work: Amplify Results, Together with Partner Advocacy - May 30, 2021
- Agency Smart Growth Series: Agency Conversions & Closes with Jason Swenk - Wednesday, April 28, 2021
- Agency Smart Growth Series: Agency Lead Generation with Tom Martin - Wednesday, March 31, 2021
- Agency Smart Growth Series: Agency Awareness with Shama Hyder - Wednesday, February 24, 2021
- SharpSpring at Work: SharpSpring Ads: How It All Ads Up - Tuesday, March 30, 2021
- 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 Client Implementation Guide
- SharpSpring 2021 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
- Data Unification and Management
- The State of MarTech
- The State of Marketing Automation
- The State of Lead Nurturing
- Infographic: 2021 Agency Outlook
- The 9 Non-Negotiables for Growing Your Business in 2021
- 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 - Cleaning Up Their Act
- Case Study - Search User
- Case Study - PowerTank
- Case Study - Convive Wines
- Case Study - Oyova
- Case Study - ReMarkAble Creative
- 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 Ads (formerly Perfect Audience)
Springboard
Not sure where to start with SharpSpring? Check out Springboard for expert guidance and practical steps.
Password: springboard
Automation How-To Guide
SharpSpring Virtual Classroom
Access a library of on-demand courses to become an expert in the SharpSpring platform.
How to access your Virtual Classroom:
- 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.
Agency Vista Sign Up
With a profile in Agency Vista’s online directory you can attract new clients and show them you’re a SharpSpring superstar.
