HubSpot Client Management Certification

Which of the following is NOT a step to optimizing your onboarding process?

April 15, 2023

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Collect information about your current onboarding process
Review and workshop the onboarding process
Update your existing onboarding process
Send your updated onboarding process to all your clients

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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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