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HubSpot Guided Client Onboarding Certification Answers 2023

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    HubSpot Guided Client Onboarding Certification Exam Answers | Last Update – 2023

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    Sample: HubSpot Guided Client Onboarding Certification Exam Answers 2023

    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


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