HubSpot Client Management Certification

Which of the following is NOT a step to optimizing your onboarding process?

Date:

April 13, 2023

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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 clients

HubSpot Client Management Certification Exam Answers

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True or false? In order to review and workshop your onboarding process, you need to get all stakeholders in a meeting to review the current process and identify what works and what doesn’t.

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