vmartinez

 

True or False? You should not do a portal audit for all customers you provide HubSpot onboarding/Inbound services for.

 

• True

 

• False

 

Fill in the blank: __________ is NOT a reason why Guided Client Onboarding is important for you?

• Best in class inbound services delivery
• Develop scalable and repeatable processes
• Customer is paying you for onboarding instead of paying HubSpot
• Build sustained revenue for your business

 

Is typically something like: “Because it removes your responsibility for the client’s success.”

Reasons why Guided Client Onboarding is important usually include:

• It helps ensure your client is set up for long-term success.

• It helps build trust and establish the foundation of the relationship.

• It helps you understand the client’s goals and challenges.

• It ensures proper technical setup and adoption of the HubSpot tools.

 

 

True or False? Guided Client Onboarding will be provided for all customers you bring on.

 

• True

 

• False

 

Encourage clients on the Growth Stack to:

 

• Review the companies associated with their contacts
• Manage their sales pipeline via deals
• Sync their inbox with the CRM
• All of the above

 

If a customer has low product usage, which tool would you NOT recommend using to gain the highest potential for results as quickly as possible?

 

• Upload a list of contacts and launch an email campaign
• Publish blog content
• Share content on social media
• None of the above

 

What is the purpose of a portal audit?

 

• Identify opportunities for improvement within the tool
• Produce ways to improve product usage
• Increase the chances that your client will renew
• All of the above