Thursday, June 20, 2024

What are some of the ways to use automation in your onboarding process?

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What are some of the ways to use automation in your onboarding process?

  • Use the HubSpot meeting tool to make it easier to schedule client calls
  • Create email templates in HubSpot Sales for your account manager to use with their clients
  • Create email sequences to automate communication to your clients
  • All of the above

HubSpot Client Management Certification Exam 
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