True or False? The Guided Client Onboarding projects can be accessed in the HubSpot knowledge base
- True
- False
What is the meaning of Day Zero?
What is the meaning of Day Zero?
- The first day your customer has access to their HubSpot subscription
- The minimum set of tasks a user must complete before your customer is able to realize the full value of a product
- The day the customer decides to cancel their subscription because they have not seen value
- When your inbound retainer with you customer commences
Which of the following is an example of a “quick win”?
Which of the following is an example of a “quick win”?
- Adding users to your client’s HubSpot portal
- Setting up your client’s email sending domain
- Creating a topic cluster strategy
- Employing a chat bot
True or False: A quick win strategy does not need to be specific and tailored to a client.
True or False: A quick win strategy does not need to be specific and tailored to a client.
- True
- False
At what point should you implement quick wins in a new client relationship?
At what point should you implement quick wins in a new client relationship?
- In the first month or two
- After a year of working with them
- At month six
- Before completing the portal technical setup
When should you set goals with your client?
When should you set goals with your client?
- You should not set goals with your client
- You should set goals the initial conversation after the client came onboard with HubSpot
- You should set goals after your client launches their first campaign in HubSpot
- You should set goals after your client closes their first customer in HubSpot