Questions

Fill in the blank: A ____________ is a great way to perform health checks with your clients.

 

Net Promoter Score survey
service level agreement
business one-page questionnaire
renewal call

 

 

True or false? Ongoing client management means simply providing constant communication to your clients.

 

True

 

False

 

True or false? Debrief your past onboarding experiences to understand what worked well and what didn’t.

 

True – set a meeting with all your past clients to learn what you could have improved on.
True – have an internal meeting for each client moving forward to determine how you can improve the process.
False – only debrief your best clients, since this would be too laborious to do for every client.
False – only debrief clients who cancel their engagement with you, since these are clients you can learn from.

 

What are some of the ways to use automation in your onboarding process?

 

Use the HubSpot meeting tool to make it easier to schedule client calls
Create email templates in HubSpot Sales for your account manager to use with their clients
Create email sequences to automate communication to your clients
All of the above

 

 

True or false? In order to review and workshop your onboarding process, you need to get all stakeholders in a meeting to review the current process and identify what works and what doesn’t.

 

True

 

False

 

Which of the following is NOT a step to optimizing your onboarding process?

 

Collect information about your current onboarding process
Review and workshop the onboarding process
Update your existing onboarding process
Send your updated onboarding process to all your clients