HubSpot Guided Client Onboarding Certification
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 anymoreHubSpot Guided...
Daniel -
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...
Daniel -
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 setupHubSpot Guided Client Onboarding Certification Exam...
Daniel -
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 aboveHubSpot Guided Client Onboarding Certification Exam Answers
Daniel -
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...
Daniel -
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 teamHubSpot Guided Client...
Daniel -
Having sales reps reach out to prospects who have converted on a decision-stage offer falls under what section of the handoff blueprint?
Which lifecycle stages the client uses
What triggers lifecycle stages
Which tools are used
Who’s responsible for whatHubSpot Guided Client Onboarding Certification Exam Answers
Daniel -
Understanding the differentiation between MQLs and SQLs falls under what section of your handoff blueprint?
Which lifecycle stages the client uses
What triggers lifecycle stages
Which tools are used
Who’s responsible for whatHubSpot Guided Client Onboarding Certification Exam Answers
Daniel -
True or False? If a customer has little to no activity in their HubSpot portal, the primary objective is to resume or start activity...
True
FalseHubSpot Guided Client Onboarding Certification Exam Answers
Daniel -
True or False? You should not do a portal audit for all customers you provide HubSpot onboarding/Inbound services for.
True
FalseHubSpot Guided Client Onboarding Certification Exam Answers
Daniel -