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?
- Objectives-Based Onboarding
- Onboarding
- OBO
Explanation:
In HubSpot, when you’re setting up Objectives-Based Onboarding for a new customer, the process involves using specific project templates that align with the goals and needs identified during the sales process. To populate the library with the appropriate onboarding projects for your customer, you’ll need to follow these steps:
- Navigate to the Projects Tool: Go to the “Projects” section of HubSpot.
- Enter the “Project Templates” Section: This is where you can manage and view the available templates for onboarding projects.
- Search for the Correct Tag: To find the relevant onboarding projects, you should use the tag “Objectives-Based Onboarding” or a similar tag related to onboarding objectives.
Why This Tag? The tag “Objectives-Based Onboarding” is specifically used to categorize and identify project templates designed to address specific objectives that are typically set during the onboarding phase. By searching for this tag, you’ll be able to filter and view the project templates that align with the goals and desired outcomes for the customer’s onboarding process.
- Select and Customize the Templates: Once you’ve populated the library with the appropriate templates, you can then copy and customize them according to the customer’s specific needs and requirements.
- Upload to Customer’s Account: After customizing the templates to match the customer’s objectives, you’ll upload these projects into the customer’s account, ensuring everything is ready for the kickoff call.
By using the “Objectives-Based Onboarding” tag, you ensure that you’re working with the correct set of templates that are tailored to help meet the customer’s defined goals and make their onboarding experience as smooth and effective as possible.