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HubSpot Objective-Based Onboarding Certification 

In the context of Objectives-Based Onboarding, growth planning is:

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  • The process of planning, overseeing, and leading projects from ideation through to completion.
  • Maximizing your first interaction in order to uncover your customer’s main priorities.
  • The process of reflecting upon the achievements your customer made during Objectives-Based Onboarding, in order to cultivate a long-term vision that continues to gain value from their initial purchase.
  • The process of reflecting upon the achievements your customer made during Objectives-Based Onboarding, in order to identify opportunities to sell services offered by your Solutions Partner organization to retain them.

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True or False: Your Growth Plan Template should be saved in the CRM and not shared with your customer until your meeting.

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Implementing a strategy for customer onboarding will increase which of the following business metrics? Select all that apply.

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