Questions

True or false? After the initial project planning conversations have given you a chance to conduct a full discovery and understand all project objectives, you should prepare and submit a formal project plan to your stakeholders.

 

• True

 

• False

 

Explanation:

After the initial project planning conversations, the project manager should not only conduct a full discovery and understand objectives but should also prepare and submit a formal project plan to stakeholders.

 

When mapping data from a custom object from Salesforce to HubSpot, which of the following are considered viable options for a data migration? Check all that apply.

 

• You cannot map custom object data to HubSpot at all
• Define a custom property group on a standard object, and store the custom object data there
• Let your manager know that the account is fraudulent and should be churned immediately
• Use one of HubSpot’s standard objects to store the data, if it’s a similar use case (ex. Deals and a custom “Orders” object)

 

 

What are some helpful things to understand about your client before recommending how they should import their data into HubSpot?

 

• How many records they have in their current CRM
• What types of objects they use in their current CRM
• How many team members they have
• Their timeline and resources available for the migration
• All of the above

 

 

How often should you be having onboarding calls with your clients to check on their progress?

 

• As often as specified by your service agreement with them
• As often as deemed necessary, as specified by them
• Once a week
• Once a month

 

Which of the following tasks should you go through in preparation for your first call with a client? Choose all that apply.

 

• Review their “General Setup Tasks” project to see if they had made any progress.
• Confirm that there are only 2-3 “Goal” projects listed.
• Review their social media profiles.
• Review their current website.
• Confirm their renewal terms with HubSpot.

 

Which of the following best describe the experience of working with Enterprise client (as opposed to what you would experience with Professional clients)?

 

• Enterprise clients typically have larger teams
• Enterprise clients are not as technically savvy
• Enterprise clients usually have larger, more complex tech stacks
• Enterprise clients are sometimes slower to get up and running with the tools
• All of the above