HomeHubSpot Guided Client Onboarding Certification
HubSpot Guided Client Onboarding Certification
What is the meaning of Day Zero?
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What is the meaning of Day Zero?The first day your customer has access to their HubSpot subscription
The minimum set of tasks a...
True or False? The Guided Client Onboarding projects can be accessed in the HubSpot knowledge base
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True or False? The Guided Client Onboarding projects can be accessed in the HubSpot knowledge baseTrue
FalseHubSpot Guided Client Onboarding Certification Exam
Study Guides...
Which of the following is an example of a “quick win”?
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Which of the following is an example of a “quick win”?Adding users to your client’s HubSpot portal
Setting up your client’s email sending...
True or False: A quick win strategy does not need to be specific and tailored to a client.
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True or False: A quick win strategy does not need to be specific and tailored to a client.True
FalseHubSpot Guided Client Onboarding Certification...
At what point should you implement quick wins in a new client relationship?
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At what point should you implement quick wins in a new client relationship?In the first month or two
After a year of working...
When should you set goals with your client?
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When should you set goals with your client?You should not set goals with your client
You should set goals the initial conversation after...
A “quick win” strategy is when a partner:
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A “quick win” strategy is when a partner:Completes the technical setup of their client’s portals
Undertakes small tasks in their client HubSpot portal...
Developing a quick win approach allows you to:
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Developing a quick win approach allows you to:Pacify the natural impatience that comes with the clients investment
Ensure the client does not lose...
It is important to be transparent with your sales’ and services’ goals because it _________.
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It is important to be transparent with your sales’ and services’ goals because it _________.Creates empathy. Each team knows what the other team...
The situation, behavior, impact feedback model works well with teams because it ensures that feedback is _________.
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The situation, behavior, impact feedback model works well with teams because it ensures that feedback is _________.Tied to your emotions
Delivered weekly
Specific
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What can note templates do for your sales and customer success teams?
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What can note templates do for your sales and customer success teams?Foster clear communication between two parties while saving time
Ensure deals are...
Fill in the blank: The benefit of having a seamless sales to services handoff is that customers will ___________.
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Fill in the blank: The benefit of having a seamless sales to services handoff is that customers will ___________.Experience a shorter time to...
