Guided Client Onboarding Answers

Guided Client Onboarding Answers

• There are 50 questions.
• It should take 1 hour to complete.
• You must answer 38 questions correctly to pass.
• You must wait 12 hours between attempts.
• You have 3 hours to finish the exam.

Questions:

What is Guided Client Onboarding?

• The process in which you deliver inbound services for your customer independently without any help
• The process in which your partner manager will guide you through how to deliver inbound services successfully for the first few HubSpot customers you acquire
• The process in which you guide your customers on how to utilize HubSpot
• When your customer is onboarding by a HubSpot onboarding specialist

What are the three main categories of Guided Client Onboarding?

• Fundamentals, Implementation, Review
• Setup, Campaign, Audit
• Discovery, Execution, Review
• Foundation, Integration, Implementation

Which of the following is NOT a step in Guided Client Onboarding?

• Client Prep
• Quick Wins
• Integrations
• Hub Strategy Execution

Fill in the blank: The purpose of Smarketing is to _________.

• Ensures alignment between sales and marketing team
• Being smart with your marketing campaign execution
• Develop common goals between you and your client
• Having SMART goals for your marketing campaign

What is the name of the evaluating process customers go through in the first 90 days?

• Buyer’s Remorse
• Purchase Validation
• Purchase Uncertainty
• Software Evaluation

Fill in the blank: In the ____ stage of the Guided Client Onboard Process, you start to implement the various HubSpot Hubs.

• Portal Setup
• Smarketing
• Hub Strategy Execution
• Portal Audit

Which of the following is NOT a GCO milestone you should aim to achieve?

• Goal Setting
• Technical Setup
• Agency Value
• Business Growth

Which of the following is NOT a recommended task in a client prep plan?

• Collect information from your client
• Set clear SMART goals between you and your client
• Schedule and run a kickoff call with your client
• Outline your client’s sales process

True or false? Implementing “quick wins” is recommended to be included in your onboarding timeline.

• True
• False

To launch your client’s first campaign, you’ll need:

• Information about your client’s buyer personas
• Details about your client’s priorities
• Any available content, as this content can be repurposed for future marketing efforts
• All of the above

True or false? HubSpot requires that all Solutions partners have a signed retainer with their clients prior to having the client sign on for a HubSpot subscription.

• True
• False

Proper technical setup helps you measure inbound efforts, such as:

• Traffic
• Leads
• Customers
• All of the above

What social accounts can you connect to HubSpot?

• Twitter
• Facebook
• LinkedIn
• Instagram
• All of the above

When setting up an email sending domain, if you want to send an email as myname@mydomain.com, your email sending domain should be:

• myname@mydomain.com
• .com
• myname
• mydomain.com

True or False? HubSpot automatically removes duplicates as long as the email address is the same.

• True
• False

Which template type is not included in a first-time template setup?

• Landing Page
• System
• Blog
• Email

By completing the setup of your client’s HubSpot account, you’re:

• Getting their website ready for your team to implement the inbound strategy
• Adding contacts so you can start tracking visitor behavior
• Adding users so everyone on both teams can contribute
• Integrating the necessary external software so you can track visitors as they move through your client’s touch points
• All of the above

Why is it important to properly set up your client’s time zone in their HubSpot settings?

• It creatives effective and timely emails to your client’s contacts
• It creates timely social media posts to your client’s social accounts
• It matches your web analytics to your company's time zone
• All of the above
• None of the above

Fill in the blank: If your client is hosting their HubSpot forms on external non-HubSpot pages, it is important that you paste the form’s _____ in the HTML of your client’s external page.

• Hidden field
• Embed code
• URL
• Form fields

Having a marketing-to-sales handoff process is crucial for partner success because it will:

• Ensure your client is receiving and following up with every lead effectively
• Clearly define the responsibilities for both marketing and sales
• Track leads who have converted into customers
• All of the above

Fill in the blank: An agreement made by two parties to uphold a certain standard of service is called ____________.

• A strategic partnership
• A service-level agreement
• An agency-client relationship
• Guided Client Onboarding

When trying to understand a client’s sales process, which of the following is NOT a suggested exploratory question?

• Do you currently use a CRM?
• What do you like most about HubSpot?
• How is your sales team structured?
• What does your prospect outreach look like?

If tracking is in place to record contacts who have become customers, what should your handoff process accomplish next?

• Marketing is handing off contacts to sales
• Sales is following up with contacts
• Sales is collecting context for contacts
• Contacts who have become customers are tracked
• Sales is providing feedback on the quality of the contacts

Fill in the blank: The benefit of having a seamless sales to services handoff is that customers will ___________.

• Experience a shorter time to value
• Experience a longer time to value
• Rely more on their customer success agent than sales rep
• Save time because their customer success agent and sales rep are the same person

What 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 one is incorrectly entering information
• Allow managers to know what their reps and agents are up to

The situation, behavior, impact feedback model works well with teams because it ensures that feedback is _________.

• Tied to your emotions
• Delivered weekly
• Specific
• Shared

It 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 be the best they can be.
• Creates equality. Sales and customer success folks will push leadership to ensure both teams are treated equally.
• Transparency isn't a good idea with sales’ and customer success teams’ goals.

Developing 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 goals that the team wants to accomplish
• Provide the client with immediate and tangible results that increase their confidence in their choice of a Solutions Partner
• All of the above

A “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 than a couple hours to implement
• Helps their client close their first deal
• All of the above

When 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 with HubSpot
• You should set goals after your client launches their first campaign in HubSpot
• You should set goals after your client closes their first customer in HubSpot

At 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 technical setup

True or False: A quick win strategy does not need to be specific and tailored to a client.

• True
• False

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 a chat bot

What is the meaning of Day Zero?

• The first day your customer has access to their HubSpot subscription
• The minimum set of tasks a user must complete before your customer is able to realize the full value of a product
• The day the customer decides to cancel their subscription because they have not seen value
• When your inbound retainer with you customer commences

True or False? The Guided Client Onboarding projects can be accessed in the HubSpot knowledge base

• True
• False

What are the three foundational components of inbound marketing campaigns?

• Buyer’s Journey, Campaign Planning,Campaign Audit
• Buyers’ Personas, Content Audit, Campaign Setup
• Buyer’s Personas, Buyer’s Journey, Content Strategy
• Campaign Setup, Campaign Audit, Campaign Analysis

Which of the following is NOT a campaign type?

• Topic Cluster Content Strategy
• Marketing Automation Campaign
• Lead Generation With Content Offer
• Event and Webinar Optimization

What three areas do you need to ensure your customer is familiar with when it comes to CRM enablement?

• Contacts, Companies, Deals
• Templates, Sequences, Meetings
• Contact List, Contact Profile, Deals
• Deals, Quotes, Workflows

Which sales enablement tool helps sales reps automate their follow up process?

• Sequences
• Workflows
• Templates
• Quotes

Which of the following is NOT a core Service Hub feature that you should execute?

• Knowledge Base
• Tickets
• Customer Feedback
• Blogs

Which of the following is NOT a benefit of making reporting available to clients?

• Your work and results will seem effective for clients
• Each activity can be tied to a performance metric
• You avoid conveying deeper insights behind your work
• It’s essential for good education

When reporting results to clients, best practices suggest you report your team’s activities on what cadence?

• Daily
• Weekly
• Monthly
• Quarterly

When reporting results to clients, best practices suggest you report your campaigns’ results on what cadence?

• Daily
• Weekly
• Monthly
• Quarterly

True or false? Using your data to tell a story isn’t an effective use of time and adds confusion about results.

• True
• False

Fill 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

True or false? Having a well-defined buyer persona can help you build a better marketing plan in the long run.

• True
• False

Fill 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

What 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 renew
• All of the above

If 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 the above

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 of the above

True or False? Guided Client Onboarding will be provided for all customers you bring on.

• True
• False

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 HubSpot
• Build sustained revenue for your business

True or False? You should not do a portal audit for all customers you provide HubSpot onboarding/Inbound services for.

• True
• False

SMART goals can be defined as:

• Strategic, Measurable, Attract, Relevant, Timely
• Specific, Measurable, Attainable, Relevant, Timely
• Specific, Measurable, Attract, Recognizable, Thorough
• Strategic, Measurable, Attainable, Recognizable, Targeted

Fill in the blank: It is important to install the HubSpot tracking code to external content in order to __________.

• Sync your HubSpot with Google Analytics
• Begin pulling in traffic analytics on non-HubSpot content
• Begin pulling in traffic analytics on HubSpot-hosted content
• Activate the HubSpot CRM

Understanding the differentiation between MQLs and SQLs falls under what section of your handoff blueprint?

• Which lifecycle stages the client uses
• What triggers lifecycle stages
• Which tools are used
• Who’s responsible for what

Having sales reps reach out to prospects who have converted on a decision-stage offer falls under what section of the handoff blueprint?

• Which lifecycle stages the client uses
• What triggers lifecycle stages
• Which tools are used
• Who’s responsible for what

Which of the following is NOT considered an example of a “quick win”.

• Technical Setup
• Employing a pop-up form on your home page
• Repurposing old content for blog posts
• Setting up a meetings link for your client’s sales team

Which option below does NOT apply to how a partner should prepare for a portal audit?

• Come prepared with the client’s SMART goals
• Invite the client to join the portal audit call
• Review the client’s sources report to see how the website is performing to traffic, conversions and new customers
• Assess how the client is feeling about their engagement with you

What information do you need to make product recommendations?

• Client’s product usage
• Anything pertinent to the client’s engagement
• The client’s goals
• All of the above

True or False? If a customer has little to no activity in their HubSpot portal, the primary objective is to resume or start activity as soon as possible.

• True
• False

Which of the following is NOT a part of the quick win criteria:

• Is goal-oriented
• Is systematic
• Reduces time to value
• Must be uniform for all clients
• Is not included as part of the technical setup

Which client would you recommend to roll out a live chat for a quick win strategy:

• Client A: Large Company with a robust set of products or services
• Client B: One-person show who runs both sales and support
• Client A and B
• Neither Client A nor B

What should you do after a portal audit?

• Nothing
• Focus on 3-5 specific activities over the next few months
• Redo the entire portal and start over
• Tell your client you can’t work with them anymore

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