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Three Generations of HubSpot Partners on AI and Process

Written by Simranjeet Singh | October 14, 2026 at 10:55 AM

 

TL;DR

  • Jessica León, founder of Jolly Inbound, joined Sajeel Qureshi (CEO, Computan) and Joe Jerome (CRO, Computan) on Unwatchable to compare three different paths into the HubSpot partner ecosystem.
  • HubSpot partner tiers are based largely on sold and managed points, so they do not fully reflect an agency's experience or service quality.
  • Jolly Inbound uses Claude, Granola, Notion, and voice dictation to build SOPs, onboard team members, and deliver client work faster.
  • Jessica's agency is known for process-first consulting: define the sales process, map it in Figma, then implement it in HubSpot.
  • Her advice to new partners: connect with the community, lean on your partner manager, and focus on one or two things at first.
  • Computan supports agencies with technical talent, so they can sell and deliver more without hiring full-time developers.

Meet the Speakers

  • Jessica León: Founder of Jolly Inbound, a HubSpot Gold Partner and former air traffic controller. Jolly became a HubSpot provider in 2021 and a Solutions Partner in December 2022.
  • Joe Jerome: CRO of Computan. He started with HubSpot in 2011, became a partner in 2012, and built Brand Builder Solutions, known for its HubSpot templates.
  • Sajeel Qureshi: CEO of Computan. Computan joined the HubSpot partner community around 2015.

How Each Partner Found HubSpot

The three guests entered the HubSpot world in different eras and for different reasons.

Jessica started by writing blogs for another HubSpot partner around 2018, when inbound content and pillar pages dominated. She later went freelance, then built an agency around her consulting work.

"Instead of selling myself just as like Jessica, the HubSpot consultant, I built Jolly and built everything like around the agency and selling myself as an agency." (Jessica León)

Joe arrived when HubSpot's CMS was still immature. His team filled the gap with WordPress sites integrated with HubSpot, then moved into HubSpot templates once the CMS improved.

"The thing I love so much now was not very good." (Joe Jerome, on HubSpot's early CMS)

"We eventually had twenty thousand shared customers with HubSpot as result of the templates." (Joe Jerome)

Sajeel came to HubSpot looking for a CRM for Computan itself and found something extra.

"We found there was this partner community and the partner community was full of, you know, marketing companies, agencies." (Sajeel Qureshi)

Why the Name "Jolly Inbound"?

Jessica explained that inbound was the center of the HubSpot world when she started. The name stuck, even as the industry moved toward RevOps and the event itself rebranded from Inbound to Unbound.

  • She chose to keep Jolly Inbound rather than rebrand every time the market shifts.
  • Her path went from content writing to freelance consulting to a full agency serving clients in the US, Europe, South America, and the Middle East.
  • Her industries include insurance, solar energy, EdTech, health, agriculture, and hospitality.

The Problem with HubSpot Partner Tiers

This was the most debated topic of the episode. Jessica reached Platinum in 2024 as a team of two, mostly through managed points, and later returned to Gold when requirements changed. Sajeel shared a similar experience at Computan.

"We have managed enterprise accounts with more than 200 users, an account that's sending more than 10 million emails, marketing emails per year." (Jessica León)

Her point: a Gold badge does not show that depth of experience.

Key points raised:

  • Tiers reward sold and managed points, not necessarily quality of delivery.
  • Buyers browsing the directory may not know how tiers are calculated.
  • Directory ranking can favor tier over review count. Jessica noted her agency has 40 something five-star reviews, while some higher-tier partners have fewer than 10.
  • Joe recalled an older directory model built around reviews.

"That directory was based on who got the most good reviews. That's exactly how it was back in the day. And it worked phenomenal." (Joe Jerome)

"It would be nice if it became more of a blended again." (Joe Jerome)

Sajeel framed the ecosystem as having different roles. Some partners recruit new HubSpot customers. Others keep those customers successful.

"We would never be the ones to maybe bring a stranger off the street into the church of Orange and get them to convert to the religion. But we could keep them as good orange followers of the religion." (Sajeel Qureshi)

How an Agency Uses AI Day to Day

Jessica's team started with ChatGPT, then moved to Claude. AI now touches both internal operations and client delivery.

  • Claude is connected to Granola for meeting notes, Notion for documentation, and HubSpot for certain actions.
  • Voice dictation helps document processes. Jessica speaks, sometimes mixing English and Spanish, and the AI turns it into SOPs and onboarding documents.
  • Notion holds processes, templates, and project board templates that the team clones for each new client.
  • Data tasks that once required manual formulas now take minutes.

"If we have to like cross reference exports from HubSpot with an Excel file instead of doing that manually or through formulas, Claude can do that in seconds and minutes." (Jessica León)

"AI has helped us both internally as an agency, but also with the work that we deliver to our clients." (Jessica León)

She also noted the downside of speed: HubSpot and AI tools update constantly, and agencies must keep learning just to keep up with client questions.

Process First, Tool Second

Joe summed up Jessica's niche after hearing how she works.

"You're really a process person at the end of the day." (Joe Jerome)

Jolly's approach follows a clear sequence:

  • Run strategy calls with sales or marketing leaders to understand how they actually sell.
  • Ask detailed questions about SDR volume, outreach cadence, and timing.
  • Map the full process in Figma, including steps and days between stages.
  • Implement the process in HubSpot, with automation in mind from the start.
  • Train the wider team in person or online so they understand why the process works.

"Our goal is to also train the team on how the process was built." (Jessica León)

She also observed that different industries share the same sales fundamentals.

"The person needs to have the budget. The person needs to have the timing, the need. So in ways, we talk about the same thing, just like the language changes." (Jessica León)

Advice for New HubSpot Partners

Do:

  • Connect with other partners and HubSpot employees to learn what is working.
  • Use your partner manager for strategy as well as product questions.
  • Make yourself visible in the community, for example through programs like HubSpot Insiders.

Avoid:

  • Chasing everything at once.
  • Taking on selling and delivery at full scale before you have focus.

"I think it's easy to get overwhelmed with everything you have to do." (Jessica León)

She suggested starting with one or two things and doing them well.

Partner, Not Vendor

Joe described what makes agency collaboration work.

"I don't wanna be a vendor, I wanna be a partner. And when we're a partner, there's nothing I like doing better." (Joe Jerome)

He added that staffing technical teams is one of the hardest parts of agency life, which is where Computan helps.

"It's hard to staff an agency team with technical people." (Joe Jerome)

Jessica said that working with Computan has expanded what her agency can offer.

"It also has helped us sell and expand our services because now we know that we can offer all these other things that before we couldn't." (Jessica León)

Frequently Asked Questions

What is Unwatchable?

Unwatchable is Computan's podcast hosted by Sajeel Qureshi and Joe Jerome, featuring candid conversations with people in the HubSpot partner community.

Who is Jessica León?

Jessica León is the founder of Jolly Inbound, a HubSpot Gold Partner. She is a former air traffic controller who moved into HubSpot consulting and now serves clients across multiple industries and regions.

How are HubSpot partner tiers determined?

According to the discussion, tiers are driven largely by sold and managed points. The speakers argued this does not capture service quality, implementation depth, or client satisfaction.

Why did Jolly Inbound drop from Platinum to Gold?

Jessica explained that Jolly reached Platinum in 2024, mostly through managed points. When tier minimums increased, the agency returned to Gold. Selling more HubSpot licenses would require a different business model, and Jolly's focus is delivery for existing HubSpot users.

Which AI tools does Jolly Inbound use?

Jolly uses Claude, Granola for meeting notes, Notion for documentation, and a voice dictation tool for building SOPs. The team started with ChatGPT before moving to Claude.

What is a process-first HubSpot implementation?

It means defining the client's sales or marketing process before configuring HubSpot. Jolly maps the process in Figma, implements it in HubSpot, and trains the team on how it works.

What should new HubSpot partners focus on?

Jessica recommended building relationships in the community, using partner managers for strategic guidance, and starting with one or two focus areas instead of trying to do everything.

How does Computan support HubSpot agencies?

Computan provides white-label HubSpot development and consulting, WordPress development, and technical talent. Agencies can add services without hiring full-time developers.

About Computan

Computan is a HubSpot agency and web development company serving marketing agencies, in-house marketing teams, and growing businesses. Our core services are HubSpot development and consulting, WordPress development, and white-label digital services.

Want to expand your agency's services without growing headcount? Talk to Computan about white-label HubSpot and web development support.