Scenario: Your Solutions Partner organization is onboarding two different customers who both purchased Marketing Hub Professional.Customer A wants to focus on improving quality lead generation and prefers to meet multiple times a week to get feedback on their progress. Customer B wants to automate their entire marketing process and prefers a more autonomous approach. What onboarding strategy should your Solutions Partner organization use?

  • Offer a fixed set of training demos to both customers.
  • Reschedule onboarding for Customer A and create a custom onboarding for Customer B.
  • Provide customized paths to each customer’s unique goals.
  • Offer the same experience for both customers to become acquainted and comfortable with their software purchase.

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