Hubspot Guided Client Onboarding Answers

1 rating

Hubspot 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.


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, your email sending domain should be:


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

More certification answers:


Content of should be considered us a fair use. Fair use is the copyright regulation that allows the limited use of copyrighted materials without acquiring permission from the right holders for comment and educational purposes. Views, articles and images on this site may contain copyrighted material which has not always been specifically authorized by the copyright owner. CertificationAnswers can use some kind of copyrighted material for educational purpose. Copyright Disclaimer under section 107 of the Copyright Act 1976, allowance is made for “fair use” for purposes such as criticism, comment, news reporting, teaching, scholarship, education and research.

I want this!
127 KB
17 pages
Copy product URL


(1 rating)
5 stars
4 stars
3 stars
2 stars
1 star

Hubspot Guided Client Onboarding Answers

1 rating
I want this!