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What is the maximum number of Objectives-Based Onboarding projects that can be assigned to new customers?

 

• Three
• Three per Hub purchased
• One
• One per software Hub purchased

 

What were the key approaches HubSpot used when launching Objectives-Based Onboarding? Select all that apply.

 

• Making our customers’ priorities our priorities.
• Enhance opportunities for cross-selling and up-selling
• Discovering goals at the beginning of the sales process
• Enabling our customers to accomplish their goals faster

 

The role of a customer onboarding specialist is twofold. They’ll assist as a _______ and a _______for your team.

 

• strategic advisor, training manager
• training manager, project manager
• strategic advisor, project manager
• coach, mentor

 

Which of the following did NOT lead to the creation of Objectives-Based Onboarding at HubSpot?

 

• Misalignment between goals and training
• Lack of clarity around the definition of success
• Insufficient progress and overgeneralized goals
• Software demos were few and far between

 

Scenario: Your Solutions Partner organization is onboarding two different customers who both purchased Marketing Hub Professional.Customer A wants to focus on improving quality lead generation and prefers to meet multiple times a week to get feedback on their progress. Customer B wants to automate their entire marketing process and prefers a more autonomous approach. What onboarding strategy should your Solutions Partner organization use?

 

• Offer a fixed set of training demos to both customers.
• Reschedule onboarding for Customer A and create a custom onboarding for Customer B.
• Provide customized paths to each customer’s unique goals.
• Offer the same experience for both customers to become acquainted and comfortable with their software purchase.

 

 

True or False: When customers are in control of how their onboarding is designed, they are less likely to engage.

 

• True

 

• False