Questions

What should you do after a portal audit?

 

• Nothing
• Focus on 3-5 specific activities over the next few months
• Redo the entire portal and start over
• Tell your client you can’t work with them anymore

 

Which client would you recommend to roll out a live chat for a quick win strategy:

 

• Client A: Large Company with a robust set of products or services
• Client B: One-person show who runs both sales and support
• Client A and B
• Neither Client A nor B

 

Which of the following is NOT a part of the quick win criteria:

 

• Is goal-oriented
• Is systematic
• Reduces time to value
• Must be uniform for all clients
• Is not included as part of the technical setup

 

 

True or False? If a customer has little to no activity in their HubSpot portal, the primary objective is to resume or start activity as soon as possible.

 

• True

 

• False

 

What information do you need to make product recommendations?

 

• Client’s product usage
• Anything pertinent to the client’s engagement
• The client’s goals
• All of the above

 

Which option below does NOT apply to how a partner should prepare for a portal audit?

 

• Come prepared with the client’s SMART goals
• Invite the client to join the portal audit call
• Review the client’s sources report to see how the website is performing to traffic, conversions and new customers
• Assess how the client is feeling about their engagement with you