HubSpot Guided Client Onboarding Certification Exam Answers 

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Sample: HubSpot Guided Client Onboarding Certification Exam Answers 2022

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

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

  • True
  • False

What social accounts can you connect to HubSpot?

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

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

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

  • True
  • False

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

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

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

  • 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

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

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

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

  • True
  • False

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

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

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 anymoreu