HubSpot Client Management Certification
Fill in the blank: A ____________ is a great way to perform health checks with your clients.
Net Promoter Score survey
service level agreement
business one-page questionnaire
renewal callHubSpot Client Management Certification Exam Answers
Daniel -
True or false? Ongoing client management means simply providing constant communication to your clients.
True
FalseHubSpot Client Management Certification Exam Answers
Daniel -
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...
Daniel -
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
...
Daniel -
True or false? In order to review and workshop your onboarding process, you need to get all stakeholders in a meeting to review the...
True
FalseHubSpot Client Management Certification Exam Answers
Daniel -
Which of the following is NOT a step to optimizing your onboarding process?
Collect information about your current onboarding process
Review and workshop the onboarding process
Update your existing onboarding process
Send your updated onboarding process to all your clientsHubSpot Client...
Daniel -
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 onboarding and communicating to clients easier
It makes the client lifecycle process...
Daniel -
Fill in the blank: During the ____________ stage, clients are expecting to see results, so make sure you share quick wins and performance improvements.
onboarding
post-onboarding and continuing client management
renewal
ongoing management
ending retainerHubSpot Client Management Certification Exam Answers
Daniel -
True or false? During the onboarding stage, you should give your client all the information and next steps they need for the entire retainer...
True - you should always provide all information in the very beginning to help ease any anxiety your client has about the relationship.
True - by providing all...
Daniel -
Fill in the blank: While all stages of the client lifecycle are important, the _________ stage is especially critical because it’s the first time...
onboarding
post-onboarding and continuing client management
renewal
ongoing management
ending retainerHubSpot Client Management Certification Exam Answers
Daniel -