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.