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HubSpot Objective-Based Onboarding Certification 

Scenario: 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?

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  • Immediately contact the customer to fill in the blanks.
  • Conduct more research on the customer’s website.
  • Immediately contact the sales rep to fill in the blanks.
  • Conduct more research on competitor’s websites.

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