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HubSpot Guided Client Onboarding Certification

HubSpot Guided Client Onboarding Certification

True or False? The Guided Client Onboarding projects can be accessed in the HubSpot knowledge base

True FalseHubSpot Guided Client Onboarding Certification Exam Answers
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HubSpot Guided Client Onboarding Certification

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 botHubSpot Guided Client Onboarding Certification Exam...
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HubSpot Guided Client Onboarding Certification

True or False: A quick win strategy does not need to be specific and tailored to a client.

True FalseHubSpot Guided Client Onboarding Certification Exam Answers
Daniel -
HubSpot Guided Client Onboarding Certification

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 setupHubSpot Guided Client Onboarding Certification Exam Answers
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HubSpot Guided Client Onboarding Certification

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...
Daniel -
HubSpot Guided Client Onboarding Certification

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...
Daniel -
HubSpot Guided Client Onboarding Certification

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...
Daniel -
HubSpot Guided Client Onboarding Certification

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....
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HubSpot Guided Client Onboarding Certification

The situation, behavior, impact feedback model works well with teams because it ensures that feedback is _________.

Tied to your emotions Delivered weekly Specific SharedHubSpot Guided Client Onboarding Certification Exam Answers
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HubSpot Guided Client Onboarding Certification

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...
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