HomeHubSpot Client Management Certification
HubSpot Client Management Certification
What are some negative signals to look out for from your client?
Jason -
What are some negative signals to look out for from your client?A drop in tool usage
Skipping your check-in meetings
A bad attitude
...
Fill in the blank: An account manager should be continually reviewing their client’s account and performing _________ throughout the client’s lifecycle.
Jason -
Fill in the blank: An account manager should be continually reviewing their client’s account and performing _________ throughout the client’s lifecycle.health checks
renewal...
All of the following are best practices for ongoing client management, EXCEPT:
Jason -
All of the following are best practices for ongoing client management, EXCEPT:Schedule calls and create call agendas
Avoid making your client interactions touchless...
True or false? It’s important to adopt soft skills to align with your client on a personal level.
Jason -
True or false? It’s important to adopt soft skills to align with your client on a personal level.True - finding areas of commonality...
True or false? You only need to run a post-call debrief after a cancellation call, not a renewal call.
Jason -
True or false? You only need to run a post-call debrief after a cancellation call, not a renewal call.True
FalseHubSpot Client Management Certification...
Fill in the blank: A ____________ is a great way to perform health checks with your clients.
Jason -
Fill in the blank: A ____________ is a great way to perform health checks with your clients.Net Promoter Score survey
service level agreement
...
True or false? Ongoing client management means simply providing constant communication to your clients.
Jason -
True or false? Ongoing client management means simply providing constant communication to your clients.True
FalseHubSpot Client Management Certification Exam
Study Guides and All Correct...
True or false? Debrief your past onboarding experiences to understand what worked well and what didn’t.
Jason -
True or false? Debrief your past onboarding experiences to understand what worked well and what didn’t.True - set a meeting with all your...
What are some of the ways to use automation in your onboarding process?
Jason -
What are some of the ways to use automation in your onboarding process?Use the HubSpot meeting tool to make it easier to schedule...
True or false? In order to review and workshop your onboarding process, you need to get all stakeholders in a meeting to review the...
Jason -
True or false? In order to review and workshop your onboarding process, you need to get all stakeholders in a meeting to review the...
Which of the following is NOT a step to optimizing your onboarding process?
Jason -
Which of the following is NOT a step to optimizing your onboarding process?Collect information about your current onboarding process
Review and workshop the...
Why is documenting your client lifecycle process important?
Jason -
Why is documenting your client lifecycle process important?It helps you review what is and isn’t working in your client journey
It makes employee...
