HubSpot Client Management Certification

What are some of the ways to use automation in your onboarding process?

April 15, 2023

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Use the HubSpot meeting tool to make it easier to schedule client calls
Create email templates in HubSpot Sales for your account manager to use with their clients
Create email sequences to automate communication to your clients
All of the above

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True or false? In order to review and workshop your onboarding process, you need to get all stakeholders in a meeting to review the current process and identify what works and what doesn’t.

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True or false? Debrief your past onboarding experiences to understand what worked well and what didn’t.

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