Questions

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:

1. Navigate to the Projects Tool: Go to the “Projects” section of HubSpot.
2. Enter the “Project Templates” Section: This is where you can manage and view the available templates for onboarding projects.
3. 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.

4. 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.
5. 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.

 

Which HubSpot collaboration tool should be the source of truth to keep you and your customer organized and on track?

 

• CRM
• Templates
• Snippets
• Projects

 

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.

 

• Take notes on what tools you find by completing a conversion path on their website.
• Prepare advice about applying their current tech stack in HubSpot.
• Get a better sense of their use cases for HubSpot tools.
• Confirm what software was purchased and at what tier.

 

When executing the “Kickoff Call Prep List” what lenses should you use when researching your customer’s business? Select all that apply.

 

• As a prospect in the market for your customer’s offerings.

• As a consultant focused on creating a statement of work your Solutions Partner organization could execute.

• As a liaison scoping how the prospect’s current practices will translate to HubSpot
• As an employee at your customer’s company.

 

Scenario: You are an onboarding rep at a company that uses Objectives-Based Onboarding. You’ve just been assigned a new customer to onboard. As you conduct research to complete your “Kickoff Call Prep List,” you discover that the deal note from the sales rep lacks crucial details, preventing you from having a successful kickoff call. What is your first course of action?

 

• Immediately contact the customer to fill in the blanks.
• Conduct more research on the customer’s website.
• Immediately contact the sales rep to fill in the blanks.
• Conduct more research on competitor’s websites.

 

Which of the following is NOT a primary goal of the kickoff call?

 

• Reviewing the deal notes to learn the story behind your customer’s goals.

• Providing the customer a clear roadmap for the entire onboarding process, based on their initial needs.
• Properly setting expectations about the type of service the customer can expect from you
• Preparing, delivering, and documenting the most valuable part of Objective-Based Onboarding