Fill in the blank: A ____________ is a great way to perform health checks with your clients.
Net Promoter Score survey service level agreement business one-page questionnaire renewal call It is easier to search in our PDF,
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Hubspot Client Management Certification Exam
True or false? Ongoing client management means simply providing constant communication to your clients.
True False It is easier to search in our PDF, which has correct answers, and you can save time. Don’t
Read more True or false? Debrief your past onboarding experiences to understand what worked well and what didn’t.
True – set a meeting with all your past clients to learn what you could have improved on. True –
Read more What are some of the ways to use automation in your onboarding process?
Use the HubSpot meeting tool to make it easier to schedule client calls Create email templates in HubSpot Sales for
Read more True or false? In order to review and workshop your onboarding process, you need to get all stakeholders in a meeting to review the current process and identify what works and what doesn’t.
True False It is easier to search in our PDF, which has correct answers, and you can save time. Don’t
Read more Which of the following is NOT a step to optimizing your onboarding process?
Collect information about your current onboarding process Review and workshop the onboarding process Update your existing onboarding process Send your
Read more Why is documenting your client lifecycle process important?
It helps you review what is and isn’t working in your client journey It makes employee onboarding and communicating to
Read more Fill in the blank: During the ____________ stage, clients are expecting to see results, so make sure you share quick wins and performance improvements.
onboarding post-onboarding and continuing client management renewal ongoing management ending retainer It is easier to search in our PDF, which
Read more True or false? During the onboarding stage, you should give your client all the information and next steps they need for the entire retainer in one meeting.
True – you should always provide all information in the very beginning to help ease any anxiety your client has
Read more Fill in the blank: While all stages of the client lifecycle are important, the _________ stage is especially critical because it’s the first time you’re engaging with a client after they sign on with your agency.
onboarding post-onboarding and continuing client management renewal ongoing management ending retainer It is easier to search in our PDF, which
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