True or False? The Guided Client Onboarding projects can be accessed in the HubSpot knowledge base
True False
Read moreHubSpot Guided Client Onboarding Certification
Which of the following is an example of a “quick win”?
Adding users to your client’s HubSpot portal Setting up your client’s email sending domain Creating a topic cluster strategy Employing
Read moreAt what point should you implement quick wins in a new client relationship?
In the first month or two After a year of working with them At month six Before completing the portal
Read moreWhen should you set goals with your client?
You should not set goals with your client You should set goals the initial conversation after the client came onboard
Read moreA “quick win” strategy is when a partner:
Completes the technical setup of their client’s portals Undertakes small tasks in their client HubSpot portal that takes no more
Read moreDeveloping a quick win approach allows you to:
Pacify the natural impatience that comes with the clients investment Ensure the client does not lose sight of the big
Read moreIt is important to be transparent with your sales’ and services’ goals because it _________.
Creates empathy. Each team knows what the other team prioritizes and why. Creates healthy competition. Each team will strive to
Read moreThe situation, behavior, impact feedback model works well with teams because it ensures that feedback is _________.
Tied to your emotions Delivered weekly Specific Shared
Read moreWhat can note templates do for your sales and customer success teams?
Foster clear communication between two parties while saving time Ensure deals are getting logged in the correct way Ensure no
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