Fill in the blank: __________ is NOT a reason why Guided Client Onboarding is important for you?
Best in class inbound services delivery Develop scalable and repeatable processes Customer is paying you for onboarding instead of paying
Read moreAuthor: Roger Johnson
Encourage clients on the Growth Stack to:
Review the companies associated with their contacts Manage their sales pipeline via deals Sync their inbox with the CRM All
Read moreIf a customer has low product usage, which tool would you NOT recommend using to gain the highest potential for results as quickly as possible?
Upload a list of contacts and launch an email campaign Publish blog content Share content on social media None of
Read moreWhat is the purpose of a portal audit?
Identify opportunities for improvement within the tool Produce ways to improve product usage Increase the chances that your client will
Read moreFill in the blank: The conversation you can expect to have with your channel consultant 6 months after your customer’s start date with HubSpot is called a _________.
Quarterly Progress Review Portal Audit Renewal Call None of the above
Read moreFill in the blank: A _________ report displays the progress of moving contacts through your client’s funnel.
Contact lifecycle funnel Contact by source with lifecycle stage New marketing qualified leads Engagement metrics
Read moreWhen reporting results to clients, best practices suggest you report your campaigns’ results on what cadence?
Daily Weekly Monthly Quarterly
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