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
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HubSpot Client Management Certification
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 –
Read MoreWhat 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
Read MoreWhich 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
Read MoreWhy is documenting your client lifecycle process important?
It helps you review what is and isn’t working in your client journey It makes employee onboarding and communicating to
Read MoreFill in the blank: During the ____________ stage, clients are expecting to see results, so make sure you share quick wins and performance improvements.
onboarding post-onboarding and continuing client management renewal ongoing management ending retainer
Read MoreTrue or false? During the onboarding stage, you should give your client all the information and next steps they need for the entire retainer in one meeting.
True – you should always provide all information in the very beginning to help ease any anxiety your client has
Read MoreFill in the blank: While all stages of the client lifecycle are important, the _________ stage is especially critical because it’s the first time you’re engaging with a client after they sign on with your agency.
onboarding post-onboarding and continuing client management renewal ongoing management ending retainer
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