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
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HubSpot Objectives-Based Onboarding Answers
This certification offers a deep dive into becoming a strategic advisor, project manager and, growth planner when executing the Objectives-Based Onboarding methodology for HubSpot Solutions Partners. Learn how to how onboard your customer as HubSpot does by making your customer’s priorities, your priorities during onboarding, so that you can both accomplish your goals faster.
Exam:
Questions:
Why is it important to engage multiple stakeholders in multi-product onboarding engagements?
During onboarding, the onboarding specialist acts as a ____ and ____ for the client.
The top two reasons for customer churn are:
Which of the following did NOT lead to the creation of Objectives-Based Onboarding at HubSpot?
What signifies the completion of Objectives-Based Onboarding?
Without Objectives-Based Onboarding implemented at your Solutions Partner organization:
With Objectives-Based Onboarding implemented at your Solutions Partner organization:
Which of the following is NOT a primary goal of the kickoff call?
The kickoff call agenda consists of which of the following points? Select all that apply.
After the kickoff call, how frequently should the onboarding reps schedule meetings?
The majority of your Objectives-Based Onboarding customer engagements can be categorized as:
In the context of Objectives-Based Onboarding, growth planning is:
When should the growth plan call be scheduled?
What are the two sections of the Growth Plan Template?
Which of the following is not an agenda item in the growth plan call?
Customer onboarding is defined as:
The goal of the kickoff call is always going to be:
By vmartinez
Which key pieces of information should be included in your kickoff call note snippet? Select all that apply.
By vmartinez
Which of the following steps are required to complete “The Kickoff Call Prep-List”? Select all that apply.
By vmartinez
The goal of the kickoff call is always going to be:
By vmartinez
What three phases can your Solutions Partner organization utilize to obtain buy-in from your sales team to implement Objective-Based Onboarding?
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Comparing roles in the 4×100-meter relay to Objectives-Based Onboarding, if the first runner represents your sales team and the second runner represents your services team, what does the baton represent?
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Which “HubSpot Customer Code” tenet did our customer onboarding team need to revisit to create the Objectives-Based Onboarding strategy?