Which of the following is NOT a step in Guided Client Onboarding?
- Client Prep
- Quick Wins
- Integrations
- Hub Strategy Execution
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By vmartinez
Which of the following is NOT a step in Guided Client Onboarding?
By vmartinez
What are the three main categories of Guided Client Onboarding?
By vmartinez
What is Guided Client Onboarding?
By vmartinez
Youโre teaching a client how to handle content management and creation. How should the sales team be involved during this process?
Only in the beginning. Gather the content that the sales team is currently using, and then let the marketing team take it from there. |
Throughout the process. Determine the content the sales team has produced, involve them in future content creation and in providing feedback to the marketing team. |
Not at all. When it comes to content, you should only focus on working with your clientโs marketing team to determine which content the sales team needs. |
At the very end. This is when you should present the content analysis to the sales team and make sure they know which content they should use moving forward. |
By vmartinez
All of the following are tactics to help your client engage with their prospects, EXCEPT:
Track contacts who are in-market for their services |
Convert website traffic into leads |
Make it easier for prospects to book meetings with your clientโs sales reps |
Tailor and template email outreach messages |
By vmartinez
True or false? Your clientโs sales reps should use HubSpot Sales to track when a message has been opened or clicked as a way to understand when a prospect signals their interest.