HubSpot Guided Client Onboarding Exam
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HubSpot Guided Client Onboarding Exam Answers – NEW – Updated
Check out following HubSpot Guided Client Onboarding Assessment Answers:
What is Guided Client Onboarding?
- The process in which you deliver inbound services for your customer independently without any help
- The process in which your partner manager will guide you through how to deliver inbound services successfully for the first few HubSpot customers you acquire
- The process in which you guide your customers on how to utilize HubSpot
- When your customer is onboarding by a HubSpot onboarding specialist
What are the three main categories of Guided Client Onboarding?
- Fundamentals, Implementation, Review
- Setup, Campaign, Audit
- Discovery, Execution, Review
- Foundation, Integration, Implementation
Which of the following is NOT a step in Guided Client Onboarding?
- Client Prep
- Quick Wins
- Integrations
- Hub Strategy Execution
Fill in the blank: The purpose of Smarketing is to _________.
- Ensures alignment between sales and marketing team
- Being smart with your marketing campaign execution
- Develop common goals between you and your client
- Having SMART goals for your marketing campaign
What is the name of the evaluating process customers go through in the first 90 days?
- Buyer’s Remorse
- Purchase Validation
- Purchase Uncertainty
- Software Evaluation
- Portal Setup
- Smarketing
- Hub Strategy Execution
- Portal Audit
Which of the following is NOT a GCO milestone you should aim to achieve?
- Goal Setting
- Technical Setup
- Agency Value
- Business Growth
Which of the following is NOT a recommended task in a client prep plan?
- Collect information from your client
- Set clear SMART goals between you and your client
- Schedule and run a kickoff call with your client
- Outline your client’s sales process
True or false? Implementing “quick wins” is recommended to be included in your onboarding timeline.
- True
- False
To launch your client’s first campaign, you’ll need:
- Information about your client’s buyer personas
- Details about your client’s priorities
- Any available content, as this content can be repurposed for future marketing efforts
- All of the above
- True
- False
Proper technical setup helps you measure inbound efforts, such as:
- Traffic
- Leads
- Customers
- All of the above
True or False? HubSpot automatically removes duplicates as long as the email address is the same.
- True
- False
What social accounts can you connect to HubSpot?
- All of the above
• myname@mydomain.com
• .com
• myname
• mydomain.com
Which template type is not included in a first-time template setup?
- Landing Page
- System
- Blog
By completing the setup of your client’s HubSpot account, you’re:
- Getting their website ready for your team to implement the inbound strategy
- Adding contacts so you can start tracking visitor behavior
- Adding users so everyone on both teams can contribute
- Integrating the necessary external software so you can track visitors as they move through your client’s touch points
- All of the above
Why is it important to properly set up your client’s time zone in their HubSpot settings?
- It creatives effective and timely emails to your client’s contacts
- It creates timely social media posts to your client’s social accounts
- It matches your web analytics to your company’s time zone
- All of the above
- None of the above
- Hidden field
- Embed code
- URL
- Form fields
Having a marketing-to-sales handoff process is crucial for partner success because it will:
- Ensure your client is receiving and following up with every lead effectively
- Clearly define the responsibilities for both marketing and sales
- Track leads who have converted into customers
- All of the above
- A strategic partnership
- A service-level agreement
- An agency-client relationship
- Guided Client Onboarding
- Do you currently use a CRM?
- What do you like most about HubSpot?
- How is your sales team structured?
- What does your prospect outreach look like?
- Marketing is handing off contacts to sales
- Sales is following up with contacts
- Sales is collecting context for contacts
- Contacts who have become customers are tracked
- Sales is providing feedback on the quality of the contacts
- Experience a shorter time to value
- Experience a longer time to value
- Rely more on their customer success agent than sales rep
- Save time because their customer success agent and sales rep are the same person
What can note templates do for your sales and customer success teams?
- Foster clear communication between two parties while saving time
- Ensure deals are getting logged in the correct way
- Ensure no one is incorrectly entering information
- Allow managers to know what their reps and agents are up to
- Tied to your emotions
- Delivered weekly
- Specific
- Shared
It is important to be transparent with your sales’ and services’ goals because it _________.
- Creates empathy. Each team knows what the other team prioritizes and why.
- Creates healthy competition. Each team will strive to be the best they can be.
- Creates equality. Sales and customer success folks will push leadership to ensure both teams are treated equally.
- Transparency isn’t a good idea with sales’ and customer success teams’ goals.
Developing a quick win approach allows you to:
- Pacify the natural impatience that comes with the clients investment
- Ensure the client does not lose sight of the big goals that the team wants to accomplish
- Provide the client with immediate and tangible results that increase their confidence in their choice of a Solutions Partner
- All of the above
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 that takes no more than a couple hours to implement
- Helps their client close their first deal
- All of the above
When should you set goals with your client?
- You should not set goals with your client
- You should set goals the initial conversation after the client came onboard with HubSpot
- You should set goals after your client launches their first campaign in HubSpot
- You should set goals after your client closes their first customer in HubSpot
At what point should you implement quick wins in a new client relationship?
- In the first month or two
- After a year of working with them
- At month six
- Before completing the portal technical setup
True or False: A quick win strategy does not need to be specific and tailored to a client.
- True
- False
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 domain
- Creating a topic cluster strategy
- Employing a chat bot
True or False? The Guided Client Onboarding projects can be accessed in the HubSpot knowledge base
- True
- False
What is the meaning of Day Zero?
- The first day your customer has access to their HubSpot subscription
- The minimum set of tasks a user must complete before your customer is able to realize the full value of a product
- The day the customer decides to cancel their subscription because they have not seen value
- When your inbound retainer with you customer commences
What are the three foundational components of inbound marketing campaigns?
- Buyer’s Journey, Campaign Planning,Campaign Audit
- Buyers’ Personas, Content Audit, Campaign Setup
- Buyer’s Personas, Buyer’s Journey, Content Strategy
- Campaign Setup, Campaign Audit, Campaign Analysis
Which of the following is NOT a campaign type?
- Topic Cluster Content Strategy
- Marketing Automation Campaign
- Lead Generation With Content Offer
- Event and Webinar Optimization
- Contacts, Companies, Deals
- Templates, Sequences, Meetings
- Contact List, Contact Profile, Deals
- Deals, Quotes, Workflows
Which sales enablement tool helps sales reps automate their follow up process?
- Sequences
- Workflows
- Templates
- Quotes
Which of the following is NOT a core Service Hub feature that you should execute?
- Knowledge Base
- Tickets
- Customer Feedback
- Blogs
Which of the following is NOT a benefit of making reporting available to clients?
- Your work and results will seem effective for clients
- Each activity can be tied to a performance metric
- You avoid conveying deeper insights behind your work
- It’s essential for good education
- Daily
- Weekly
- Monthly
- Quarterly
- Daily
- Weekly
- Monthly
- Quarterly
- True
- False
- Contact lifecycle funnel
- Contact by source with lifecycle stage
- New marketing qualified leads
- Engagement metrics
- True
- False
True or False? Guided Client Onboarding will be provided for all customers you bring on.
- True
- False
- Quarterly Progress Review
- Portal Audit
- Renewal Call
- None of the above
What is the purpose of a portal audit?
- Identify opportunities for improvement within the tool
- Produce ways to improve product usage
- Increase the chances that your client will renew
- All of the above
- Upload a list of contacts and launch an email campaign
- Publish blog content
- Share content on social media
- None of the above
Encourage clients on the Growth Stack to:
- Review the companies associated with their contacts
- Manage their sales pipeline via deals
- Sync their inbox with the CRM
- All of the above
Fill in the blank: __________ is NOT a reason why Guided Client Onboarding is important for you?
- Best in class inbound services delivery
- Develop scalable and repeatable processes
- Customer is paying you for onboarding instead of paying HubSpot
- Build sustained revenue for your business
SMART goals can be defined as:
- Strategic, Measurable, Attract, Relevant, Timely
- Specific, Measurable, Attainable, Relevant, Timely
- Specific, Measurable, Attract, Recognizable, Thorough
- Strategic, Measurable, Attainable, Recognizable, Targeted
- Sync your HubSpot with Google Analytics
- Begin pulling in traffic analytics on non-HubSpot content
- Begin pulling in traffic analytics on HubSpot-hosted content
- Activate the HubSpot CRM
- True
- False
- True
- False
- Which lifecycle stages the client uses
- What triggers lifecycle stages
- Which tools are used
- Who’s responsible for what
- Which lifecycle stages the client uses
- What triggers lifecycle stages
- Which tools are used
- Who’s responsible for what
Which of the following is NOT considered an example of a “quick win”.
- Technical Setup
- Employing a pop-up form on your home page
- Repurposing old content for blog posts
- Setting up a meetings link for your client’s sales team
Which option below does NOT apply to how a partner should prepare for a portal audit?
- Come prepared with the client’s SMART goals
- Invite the client to join the portal audit call
- Review the client’s sources report to see how the website is performing to traffic, conversions and new customers
- Assess how the client is feeling about their engagement with you
What information do you need to make product recommendations?
- Client’s product usage
- Anything pertinent to the client’s engagement
- The client’s goals
- All of the above
Which of the following is NOT a part of the quick win criteria:
- Is goal-oriented
- Is systematic
- Reduces time to value
- Must be uniform for all clients
- Is not included as part of the technical setup
Which client would you recommend to roll out a live chat for a quick win strategy:
- Client A: Large Company with a robust set of products or services
- Client B: One-person show who runs both sales and support
- Client A and B
- Neither Client A nor B
What should you do after a portal audit?
- Nothing
- Focus on 3-5 specific activities over the next few months
- Redo the entire portal and start over
- Tell your client you can’t work with them anymore
