Scenario: Your client has a number of technical questions during the post-migration assessment. You were just hired by your firm as a technical lead/developer, and you want to impress the client and deliver a remarkable experience. Which of the following is a best practice for you to follow?

  • You’ll want to work closely with the strategist on your firm’s side to ensure that technical requests are being filtered to you accurately, so that you aren’t inundated with requests unrelated to your area of expertise, and so the client gets a timely answer.
  • Usually you should work closely with the strategist at your firm to filter requests so that you aren’t inundated, but because you’re new, you should go the extra mile and allow clients to contact you directly.
  • You’ll want to work closely with the CEO on your firm’s side to ensure that technical requests are being filtered to you accurately, so that you aren’t inundated with requests unrelated to your area of expertise, and so the client gets a timely answer.
  • None of the above. Technical questions should all be handled exclusively by HubSpot Support.
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