When conducting research for kickoff calls, which HubSpot productivity tool helps standardize your note-taking process?
- Snippets
- Templates
- Projects
🎓 Get all the latest and updated HubSpot Objective-Based Onboarding Certification
- 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?
- Which key pieces of information should be included in your kickoff call note snippet? Select all that apply.