You build and hand over
An agency or freelancer delivering a site the client will own and run. The licence is issued in the client portal and stays with them when the project ends.
For the people who deliver HubSpot CMS work for someone else. You get the theme for the portals you build in, the source to extend, and a licence written so you can hand the site over and walk away.
They differ in who holds the licence at the end, and that is the part worth getting right before the first invoice.
An agency or freelancer delivering a site the client will own and run. The licence is issued in the client portal and stays with them when the project ends.
A retained relationship where you stay on the portal after launch. You keep a working copy for staging, and theme updates reach you before they reach the marketplace listing.
You write your own modules against the theme tokens and ship them alongside it. The field and token names are documented so your module inherits theme settings instead of fighting them.
A licence covers the portal it was issued in. A staging portal and a live portal are two portals. We would rather say this here than discover it during an audit of a client account.
You can change any file in the theme for a client build. You cannot publish the source, put it in a public repository, or ship it inside a product of your own. Modules you write yourself are a different thing and they are yours.
The site you hand over runs on a licensed theme, and the client should know that before they inherit it, not when an update arrives. We give you the wording to paste into a handover document.
The directory only lists partners who have finished something. Send the URL of a live site you built on the theme and it goes on the list. There is no application fee and no interview.
If you find a bug during a client build, we want it while you are still in the file, not in a review months later. A partner who reports a defect gets the fix ahead of the release it lands in.
There is nothing to build before a pitch. Point at a page here, change the preset to something nearer their brand, and the conversation is about their content rather than about a mock-up.
Who you are, the portal you work in, and one site you have built. No deck. If it is not a fit we say so here rather than after a call.
Half an hour on what you are building and which of the three shapes fits. We say no when none of them does.
Installed in the portal you named, with the staging copy alongside it. Nothing to transfer later.
Send the URL when it goes live and you go on the directory. There is no fee and no interview at any point in this.
Yes, and it is issued in their portal, not transferred from yours. You can buy it on their behalf and bill it through, which is what most partners do. When the project ends the licence is already in the right place and nothing has to move.
Nothing changes for them. The licence sits in their portal and keeps working. You lose access to that portal, which is the point.
Yes. Change any file you need to. Two things to know: a changed file no longer takes theme updates cleanly, and a module you write from scratch against the theme tokens is yours rather than ours.
Yes, in your own portal, on the same terms as a client portal.
Colour, type and spacing come from theme settings rather than from each module, so a page editor can change layout and copy without reaching the palette. What a client can and cannot alter is set by which fields a module exposes, and you can remove fields you would rather they did not have.
Content lives on the page, not in the template, so an update does not touch what a marketer wrote. It does replace theme files you edited, which is why the changed files are worth listing at handover.
That is what the extending shape is for. The token names and field group conventions are in the documentation, so a module you write reads the same colour and type settings the built-in ones do.
No. You buy licences for the portals you work in, and that is the whole commercial relationship.
Yes. The directory listing waits until you have shipped something, but the licence, the staging copy and the named contact do not.
Who you are, the portal you work in, and one site you have built. Half an hour on a call after that, and we say no when it is not a fit.
No fee to join You pay for the portals you work in, and nothing else
A licence is tied to one HubSpot portal. Staging and live are two portals.