HubSpot Guided Client Onboarding Exam Answers 2024 [Updated]

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HubSpot Guided Client Onboarding Certification Exam Answers

Update: Last updated Answers for 2024

HubSpot Guided Client Onboarding Certification

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Check out following The HubSpot Guided Client Onboarding Certification Solutions:

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

https://theknowledgetime.com/when-setting-up-an-email-sending-domain/

myname@mydomain.com
.com
myname
mydomain.com

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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