The kickoff call agenda consists of which of the following points? Select all that apply.
- Introductions
- Onboarding overview
- Business discovery
- Onboarding experience recap
- Goal-setting and prioritization
- Next steps
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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
The kickoff call agenda consists of which of the following points? Select all that apply.
By vmartinez
When conducting research for kickoff calls, which HubSpot productivity tool helps standardize your note-taking process?
By vmartinez
Scenario: You are an onboarding rep tasked with executing Objectives-Based Onboarding with a new customer. Your sales team has selected the customer’s onboarding projects. You need to upload and customize these in their account, prior to the kickoff call. After entering the “Project Templates” section of the Projects tool, what tag should you search for to populate the library of Objectives-Based Onboarding projects to copy to your customer’s account?
By vmartinez
Which HubSpot collaboration tool should be the source of truth to keep you and your customer organized and on track?
By vmartinez
When researching through the lens of a liaison, what steps should you take to carefully scope out how their current practices will translate to the HubSpot software? Select all that apply.
By vmartinez
When executing the “Kickoff Call Prep List” what lenses should you use when researching your customer’s business? Select all that apply.