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True or false? During the onboarding stage, you should give your client all the information and next steps they need for the entire retainer in one meeting.



  • 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 the information in the first meeting, you’ll reduce the need to meet again during the onboarding phase, saving both you and your client time.
  • False – instead of giving all information in one meeting, spread it out during the first few weeks. This will help keep your clients from getting overwhelmed.
  • False – avoid giving any extra information to your client unless they specifically ask. This will prevent any unnecessary confusion.

HubSpot Client Management Certification Exam Answers

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