Saturday, May 25, 2024

True or false? Debrief your past onboarding experiences to understand what worked well and what didn’t.

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True or false? Debrief your past onboarding experiences to understand what worked well and what didn’t.

  • True – set a meeting with all your past clients to learn what you could have improved on.
  • True – have an internal meeting for each client moving forward to determine how you can improve the process.
  • False – only debrief your best clients, since this would be too laborious to do for every client.
  • False – only debrief clients who cancel their engagement with you, since these are clients you can learn from.

HubSpot Client Management Certification Exam 
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