vmartinez

Scenario: Your customer has been assigned a task outside of their scope of expertise. They share that they have spent 10 hours trying to complete this one task. As their onboarding rep, what action should you take?

 

• Complete the task with the customer on the call.
• Empower your customer to delegate and involve other team members using task assignment in HubSpot Projects.
• Get a teammate at your Solutions Partner organization to complete the task.
• Prepare to up-sell your Solutions Partner organization services.

 

 

True or False: When working on Objectives-Based Onboarding activities, you can assign tasks to specific users within HubSpot Projects?

 

• True

 

• False

 

Which key pieces of information should be included in your kickoff call note snippet? Select all that apply.

 

• Sales notes

• Red flags caught during your preliminary research

• Company size
• Tech stack

 

Which of the following steps are required to complete “The Kickoff Call Prep-List”? Select all that apply.

 

• Review the deal notes to learn the story behind your customer’s goals.

• Document your customer’s goals, product(s) purchased, existing technology stack, and number of employees.

• Research your customer’s business from your own perspective.
• Verify project plans have been prepared or preload them.

 

The goal of the kickoff call is always going to be:

 

• Hold customers accountable to complete the initial goals they set in objectives-based onboarding​.
• Maximize your first interaction in order to uncover the customer’s main priorities and relate them back to the Objectives-Based Onboarding project plan.
• Create tangible proof of your customer’s achievements.

 

What three phases can your Solutions Partner organization utilize to obtain buy-in from your sales team to implement Objective-Based Onboarding?

 

• Improve what already exists, Standardize Objectives-Based Onboarding deal properties, Start Objectives-Based Onboarding in sales

• Standardize Objectives-Based Onboarding deal properties, Start Objectives-Based Onboarding in sales, Make your case
• Improve what already exists, Start Objectives-Based Onboarding in sales, Make your case