When conducting research for kickoff calls, which HubSpot productivity tool helps standardize your note-taking process?
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Scenario: You are an onboarding rep tasked with executing Objectives-Based Onboarding with a new customer. Your sales team has selected the customer’s onboarding projects. You need to upload and customize these in their account, prior to the kickoff call. After entering the “Project Templates” section of the Projects tool, what tag should you search for to populate the library of Objectives-Based Onboarding projects to copy to your customer’s account?
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Read moreWhen executing the “Kickoff Call Prep List” what lenses should you use when researching your customer’s business? Select all that apply.
As a prospect in the market for your customer’s offerings. As a consultant focused on creating a statement of work
Read moreScenario: You are an onboarding rep at a company that uses Objectives-Based Onboarding. You’ve just been assigned a new customer to onboard. As you conduct research to complete your “Kickoff Call Prep List,” you discover that the deal note from the sales rep lacks crucial details, preventing you from having a successful kickoff call. What is your first course of action?
Immediately contact the customer to fill in the blanks. Conduct more research on the customer’s website. Immediately contact the sales
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