Archives for July 2021

HubSpot Marketing hub implementation Answers

 

For waiving onboarding* Sell, project manage, and enable long-term growth for your clients by implementing Marketing Hub.

 

Exam:

• There are 40 questions.
• The exam takes about 40 minutes to complete.
• You must answer 30 questions correctly to pass.
• You must wait 12 hours between attempts.
• You have 3 hours to complete the exam.

 

 

 

 

Which of the following is NOT a reason that marketing or MarTech implementations often fail?

• Ineffective or absent marketing automation strategies
• Limited resources to deploy the new software
• A breakdown in sales-marketing alignment
• Overemphasis on reporting and measurement

 

Scenario: Your champion at a client’s firm is pushing back against changing their marketing automation strategy, even though your research and discovery clearly show their approach isn’t effective. Instead of being receptive to your ideas, the idea of changing too many processes makes them uncomfortable, especially since they personally built many of the old processes. What should you do?

• Suggest that you part ways amicably. A client who doesn’t listen to your suggestions or allow you to do your job won’t be happy, no matter how much you try to help. If they don’t acknowledge that they have a problem, you can’t do anything to help them.
• Be patient and tie your recommendations back to your client’s goals for the implementation. Change is difficult to handle, and pushback is a natural part of the process. Understand why the client is reluctant to change a particular process, and explain why you believe change would improve their experience.
• Drop the suggestion and move on. You’re better off focusing on ideas the client is already excited about. Even if you find a significant opportunity for improvement, remember that your goal is to focus on nurturing your business relationship with the client. By keeping them comfortable, you’re guaranteeing that they’ll enjoy working with you.
• Be patient and drop any idea that makes the champion uncomfortable. Undoing any of the previous work would make your champion look bad in front of their managers, and your priority is to build the business relationship. Focus on easier fixes that don’t fundamentally alter any of the systems your champion worked hard to create, even if they’re ineffective.

 

Which of the following is a project management benefit of building a Marketing Hub implementation plan?

• Mitigating risks and planning for roadblocks ahead of time
• Getting all project stakeholders aligned right from the beginning
• Keeping all project stakeholders up-to-date, involved, and in communication with one another
• Keeping the project on schedule and steering clear of common pitfalls that drive up costs, including integrations with their other systems
• All of the above

 

True or false? Your team should insist on having all major stakeholders join planning meetings and consider having the CMO, IT, Sales managers, and other internal departments involved in the first few calls. Securing this buy-in up front will set the whole organization up for success.

• True

• False

 

Which of the following best describe the experience of working with Enterprise client (as opposed to what you would experience with Professional clients)?

• Enterprise clients typically have larger teams
• Enterprise clients are not as technically savvy
• Enterprise clients usually have larger, more complex tech stacks
• Enterprise clients are sometimes slower to get up and running with the tools
• All of the above

 

Which of the following tasks should you go through in preparation for your first call with a client? Choose all that apply.

• Review their “General Setup Tasks” project to see if they had made any progress.
• Confirm that there are only 2-3 “Goal” projects listed.
• Review their social media profiles.
• Review their current website.
• Confirm their renewal terms with HubSpot.

 

If a client is asking you who they should invite to the first implementation consulting call, what is the best option below?

• Front line HubSpot users
• Marketing leadership
• The decision maker(s)
• IT resources
• All of the above

 

How often should you be having onboarding calls with your clients to check on their progress?

• As often as specified by your service agreement with them

• As often as deemed necessary, as specified by them
• Once a week
• Once a month

 

When migrating off of another system, what are some key pieces of information you should be aware of when having the migration discussion with the client?

• Their budget for working with a third party
• The data points they are looking to import into HubSpot
• How tech-savvy and independent the client may be
• The completion status of their implementation project plan
• B and C are both correct

 

True or False? HubSpot Support can answer any questions around any software that integrates with HubSpot.

• True. HubSpot Support reps are experts in the entire App Ecosystem.
• True. HubSpot Support will also connect apps on behalf of Solutions Partners.
• False. HubSpot Support specializes specifically in the HubSpot CRM platform.
• False. HubSpot Support is only available to channel customers—not Solutions Partners.

 

Which of the following questions should you ask if a client has a pre-existing CRM and wants to connect their system with HubSpot?

• How large is their CRM database?
• Is it a native CRM that integrates with HubSpot or is it a custom CRM that will require a custom built integration?
• How many developers do they have to work on this?
• Why aren’t they making the switch to HubSpot CRM?
• All of the above

 

Before reviewing migration options with a client, what questions should you ask if they have a pre-existing CRM system?

• Does their current system support the equivalent of HubSpot companies/ contacts/ deals/ engagements?
• Are they actively using all records types or objects?
• Do they plan to do a full database migration or just a subset of data?
• Do they keep track of contacts in a spreadsheet, despite having a CRM?
• All of the above

 

What are some helpful things to understand about your client before recommending how they should import their data into HubSpot?

• How many records they have in their current CRM
• What types of objects they use in their current CRM
• How many team members they have
• Their timeline and resources available for the migration
• All of the above

 

When mapping data from a custom object from Salesforce to HubSpot, which of the following are considered viable options for a data migration? Check all that apply.

• You cannot map custom object data to HubSpot at all
• Define a custom property group on a standard object, and store the custom object data there
• Let your manager know that the account is fraudulent and should be churned immediately
• Use one of HubSpot’s standard objects to store the data, if it’s a similar use case (ex. Deals and a custom “Orders” object)

 

True or false? After the initial project planning conversations have given you a chance to conduct a full discovery and understand all project objectives, you should prepare and submit a formal project plan to your stakeholders.

• True

• False

 

True or false? The definition of success for a project should include relevant metrics, and each definition of success should be specific, measurable, attainable, relevant, and timely.

• True

• False

 

True or false? Each Marketing Hub implementation project should have ambitious goals. At the beginning of the process, work with the client’s team to set high thresholds for campaign KPIs, email deliverability benchmarks, landing page conversion rates, and so on.

• True
• False

 

Which of the following should you set up with your client after their Marketing Hub migration is complete?

• Additional assessment conversations with your supervisory committee
• Regular cadence of meetings to check on progress
• A tight feedback loop with the client’s end users
• A ticketing system for ongoing client support
• All of the above

 

True or false? Its recommended partners assign 3 responsible individuals to each task with a deadline, to ensure that the project runs smoothly.

• True
• False

 

Which of the following questions does NOT fit in your final conversations with the client?

• Did you meet your client’s standard for success, based upon the goals set at the outset and refined throughout?
• How comfortable is the client with where your firm is in the implementation timeline?
• What would your client’s team like more information or training on?
• Who will be the client’s champion?

 

Which of the following roles typically fall into the “responsible stakeholder” matrix category? Choose all that apply.

• IT leaders
• Account managers
• CEO
• Support engineers

 

What is the purpose of designating informed stakeholders in the responsibility matrix? Choose all that apply.

• Make sure that end users of your system don’t ignore important legal standards, such as GDPR, particularly when the system is storing lead/prospect/customer data
• Weigh in on points of disagreement
• Informing your clients’ legal counsel about key aspects of the project will allow you to steer clear of roadblocks
• They have no role in the responsibility matrix

 

Which of the following roles should be included on your firm’s Marketing Hub implementation team? Choose all that apply.

• Front-line users at your client’s organization
• Project manager
• Operations lead
• IT or technology specialist
• Product marketing manager

 

Which of the following action items should be included in a Marketing Hub implementation’s planning stage?

• Scope
• Running log of tasks
• Time estimates
• Priority ranking
• All of the above

 

Scenario: You and the client are reviewing their goals together in their portal on the first call. They are interested in changing the goals that were originally set during the sales process. Should you allow them to switch out the “Goal” projects?

• Yes, they add in as many goals as they would like.
• Yes, work to identify 3-5 concrete goals they wish to tackle, depending on the type of service you’re providing
• No, these goals are set in stone, and any changes indicate that your client has commitment issues.
• Yes, goals should not be set during the sales process to begin with.

 

Which of the following action items should be included in a Marketing Hub implementation’s development stage? Choose all that apply.

• Communication plan

• Cancellation plan

• Downgrade timeline
• Implementation timeline

 

True or false? The project manager should work in partnership with marketing managers, salespeople, and other stakeholders to determine which metrics to regularly evaluate.

• True

• False

 

True or false? You should set up different lists for different types of emails for your client, so customers and prospects can sign up for only the emails that are relevant to them.

• True

• False

 

Which of the following is NOT an example of a lead magnet?

• Ebook
• Whitepaper
• Topic cluster
• Webinar

 

Which of the following are ways you could help your client segment their email lists?

• Geographical location
• Lifecycle stage
• Industry
• Language
• All of the above

 

Which of the following is NOT an example of advertising automation?

• Social ad retargeting
• Behavioral retargeting
• Remarketing
• Property value duplication workflows

 

When working with B2B clients who may be interested in pursuing ABM, you’ll have to adjust your approach to focus on the following:

• Account or company-level metrics
• Scoring for companies and deals, not just leads
• Making sure sales reps have access to all information about an account’s marketing activities
• All of the above

 

Which of the following steps would help sales and marketing leaders deepen communication between their organizations? Check all that apply.

• Auditing existing buyer personas to make sure that both organizations agree on definitions and attributes

• Documenting content gaps along the buyer’s journey for individual leads or accounts, and how marketing could better support sales efforts and qualification

• Creating a “Closed Lost, Unsure” nurturing strategy to help reinvigorate uncertain deals in partnership with targeted marketing efforts
• Setting a downgrade quota to prevent target accounts from growing too quickly

 

True or false? It is difficult to know what type of prospects or accounts make up a client’s email list until they’ve tested the variables via A/B testing.

• True
• False

 

Which of the following is a typical email marketing KPI? Check all that apply.

• Deliverability rate
• Open rate
• Close rate
• Clickthrough rate

 

Which of the following is NOT one of the marketing attribution models available within HubSpot?

• Middle-out attribution model
• First-touch attribution model
• U-shaped attribution model
• W-shaped attribution model

 

True or false? Educating your prospects on the differences between systems will help boost the value of both your service and of Marketing Hub.

• True

• False

 

Choose all that apply. There are inherent flaws in using the funnel as a methodology, including the:

• Points of friction between stages of the buyer’s journey
• A buyer’s cyclical journey
• Customers’ representation as the output
• Order of touch points a customer experiences from marketing, to sales, to service

 

Which of the following is a potential business challenge encountered by marketing leaders?

• They need to transition to using Excel exclusively, as no other tool can help them report effectively
• They need to stay organized by clearly partitioning each team’s assets to reduce confusion, boost security, and easily manage permissions
• They need to slow down marketing collateral development, and use that time to hire more salespeople
• None of the above

 

Scenario: A client lets you know that they are in multiple markets and need to have variations of their landing pages in different languages. Their goal is to find a solution that is best for SEO as they want to rank highly across these markets. What do you recommend?

• Create smart content for all your landing pages based off country. This will be an easy way to rank highly, while as a bonus, you can create rules for when your clients interact with those pages. Smart content is more important than following SEO best practices.
• Create language-specific subdirectories and translated version of your pages. Share the advantages and drawbacks of this approach with the client.
• Turn on multiple languages in HubSpot and HubSpot will magically translate your pages while promoting SEO
• None of the above

 

Which of the following is NOT a quality assurance benefit of building a Marketing Hub implementation plan?

• Once every month, audit project progress to ensure both quality and alignment with goals isn’t compromised
• Once per quarter, evaluate whether available resources are being used efficiently
• Ensure all functionality (including integrations with CRMs, billing, or other client systems) have undergone basic setup, but leave the heavy lifting for your client
• Increasing your client’s monetary investment in the implementation
• None of the options above are quality assurance benefits of building a Marketing Hub implementation plan

 

Scenario: One of your clients was initially excited about the prospect of migrating to HubSpot from their previous MarTech stack, but is having second thoughts. You were planning on chatting with them about setting goals for their overall marketing strategy, but you notice they seem to be preoccupied with technical concerns centering around the migration. What should you do?

• Insist that you discuss reporting, and put their technical concerns to the side. You have to guide them in the right direction, even if they’re more concerned about something else
• Listen to their concerns and take notes. Create a plan for addressing their technical concerns for the migration, since reporting won’t matter unless the migration is a success
• Drop the client, as they’re clearly not thinking from a long term perspective
• None of the above

 

True or false? HubSpot estimates the implementation process could take anywhere from 90 days to a whole year, depending on the size of the Marketing Hub implementation and number of affected users.

• True

• False

 

What inputs should you consider when determining the objectives the client needs to complete during onboarding?

• Company Size, Industry, Tech Stack, Products
• Industry, Tech Stack, Goals, Products
• Company Size, Products, Tech Stack, Goals
• Goals, Products, Tech Stack, Industry

 

True or False? A Marketing Enterprise client can create as many subdomains or top-level domains as they’d like as long as those subdomains and top-level domains are tied to 1 brand domain.

• True

• False

 

True or false? The marketing operation lead’s job is to make sure all the stakeholders are working as a team and driving the project forward. They call the plays that are executed by the technology specialist, marketing operations lead, and other roles.

• True
• False

 

True or false? HubSpot’s guide to GDPR or CAN-SPAM shouldn’t be mistaken for legal advice. Always consult a legal advisor or authoritative sites such as FTC’s website to make sure you’re operating within the law.

• True

• False

 

True or false? It’s recommended Solutions Partners use third-party SEO tools like Moz Pro and Ahrefs to evaluate search volume for subtopic prioritization.

• True

• False

 

What are the main components of a topic cluster?

• A pillar page
• Subtopics
• Internal hyperlinks
• All of the above

 

HubSpot Objetives-based Onboarding Answers

 

This certification offers a deep dive into becoming a strategic advisor, project manager and, growth planner when executing the Objectives-Based Onboarding methodology for HubSpot Solutions Partners. Learn how to how onboard your customer as HubSpot does by making your customer’s priorities, your priorities during onboarding, so that you can both accomplish your goals faster.

 

Exam:

• There are 60 questions.
• The exam takes about 1 hour to complete.
• You must answer 47 questions correctly to pass.
• You must wait 12 hours between attempts.
• You have 3 hours to complete the exam.

 

 

 

Implementing a strategy for customer onboarding will increase which of the following business metrics? Select all that apply.

• Lifetime value
• Churn
• Click-through rate
• Customer retention

 

The top two reasons for customer churn are:

• They don’t have the human capital to execute.
• They don’t understand your product.
• They don’t have the budget.
• They don’t obtain any value from it.

 

True or False: When customers are in control of how their onboarding is designed, they are less likely to engage.

• True
• False

 

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.

 

Which of the following did NOT lead to the creation of Objectives-Based Onboarding at HubSpot?

• Misalignment between goals and training
• Lack of clarity around the definition of success
• Insufficient progress and overgeneralized goals
• Software demos were few and far between

 

The role of a customer onboarding specialist is twofold. They’ll assist as a _______ and a _______for your team.

• strategic advisor, training manager
• training manager, project manager
• strategic advisor, project manager
• coach, mentor

 

What were the key approaches HubSpot used when launching Objectives-Based Onboarding? Select all that apply.

• Making our customers’ priorities our priorities.
• Enhance opportunities for cross-selling and up-selling
• Discovering goals at the beginning of the sales process
• Enabling our customers to accomplish their goals faster

 

What is the maximum number of Objectives-Based Onboarding projects that can be assigned to new customers?

• Three
• Three per Hub purchased
• One
• One per software Hub purchased

 

What signifies the completion of Objectives-Based Onboarding?

• The customer has hit the 60 or 90-day mark of onboarding.
• All goal-based project tasks have been completed.
• The customer has launched their first marketing campaign or closed their first deal.
• The customer has let you know they are done with onboarding.

 

True or False: Before Objectives-Based Onboarding, HubSpot used a standard onboarding process to prioritize how our product fits into your company’s process.

• True

• False

 

When HubSpot implemented Objectives-Based Onboarding with their direct customers, which of the following customer success metrics increased as a result?

• Activation
• Satisfaction
• Retention
• All of the above

 

True or False: Objectives-Based Onboarding simplifies the process of learning new software, enabling HubSpot and its customers to train smarter.

• True

• False

 

Without Objectives-Based Onboarding implemented at your Solutions Partner organization:

• Your organization reactively proves its value by responding to questions and requests from the customer as they explore their new software tool.

• Your organization proactively proves its value by collaboratively defining a plan focused on helping your customers accomplish their business goals.
• Your organization proactively proves its value by creating a curriculum of fixed training demos to accomplish their business goals.

 

With Objectives-Based Onboarding implemented at your Solutions Partner organization:

• Your organization reactively proves its value by responding to questions and requests from the customer as they explore their new software tool.
• Your organization proactively proves its value by collaboratively defining a plan focused on helping your customers accomplish their business goals.
• Your organization proactively proves its value by creating a curriculum of fixed training demos to accomplish their business goals.

 

True or False: The goal of Objectives-Based Onboarding is to maximize trust with new customers by prioritizing and customizing onboarding based on their most important goals, so they can accomplish their goals faster.

• True

• False

 

True or False: Maximizing the value of your customer’s onboarding experience begins with capturing valuable information in the kickoff call.

• True
• False

 

What are the consequences if the proverbial baton is dropped during the transition between Sales and Services? Select all that apply.

• Customers are forced to repeat their story of why they purchased HubSpot.
• Customers are forced to repeat what their goals are to both Sales and Services.
• The services team must restart Objectives-Based Onboarding.
• Internal teams must repeat previously completed work.

 

True or False: Your customer will be more likely to cross the finish line if your sales and services teams complete a successful baton handoff in the “exchange zone.”

• True

• False

 

What are the primary inputs HubSpot transfers from Sales to enable Services to conduct Objectives-Based Onboarding?

• Customer’s goals, product(s) they purchased, existing technology stack, number of employees

• Number of employees, industry, existing technology stack, product(s) they purchased
• Industry, existing technology stack, customer’s goals, product(s) they purchased
• Number of employees, product(s) they purchased, existing technology stack, customer’s goals

 

True or False: Before any deal can be closed at HubSpot, the sales rep must make one last call to the customer to summarize their onboarding expectations and define their preliminary goals.

• True

• False

 

When HubSpot sales reps select the initial goals for their customer to complete during Objectives-Based Onboarding, the sales rep’s selections from a _______ deal property transform into a specific set of pre-determined tasks in HubSpot Projects.

• Multi-check box

• Single-line text
• Radio select
• Date picker

 

True or False: At HubSpot, the services team is responsible for uploading the corresponding Objectives-Based Onboarding HubSpot Projects templates to the customer’s account so they can be evaluated before the kickoff call.

• True
• False

 

True or False: Sales processes in every organization are unique. But that shouldn’t stop you from making your customer’s priorities your priorities during Objectives-Based Onboarding.

• True

• False

 

Which of the following is NOT a primary goal of the kickoff call?

• Reviewing the deal notes to learn the story behind your customer’s goals.

• Providing the customer a clear roadmap for the entire onboarding process, based on their initial needs.
• Properly setting expectations about the type of service the customer can expect from you
• Preparing, delivering, and documenting the most valuable part of Objective-Based Onboarding

 

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?

• 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.

 

When executing the “Kickoff Call Prep List” what lenses should you use when researching your customer’s business? Select all that apply.

• As a prospect in the market for your customer’s offerings.

• As a consultant focused on creating a statement of work your Solutions Partner organization could execute.

• As a liaison scoping how the prospect’s current practices will translate to HubSpot
• As an employee at your customer’s company.

 

When researching through the lens of a liaison, what steps should you take to carefully scope out how their current practices will translate to the HubSpot software? Select all that apply.

• Take notes on what tools you find by completing a conversion path on their website.
• Prepare advice about applying their current tech stack in HubSpot.
• Get a better sense of their use cases for HubSpot tools.
• Confirm what software was purchased and at what tier.

 

Which HubSpot collaboration tool should be the source of truth to keep you and your customer organized and on track?

• CRM
• Templates
• Snippets
• Projects

 

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?

• Objectives-Based Onboarding
• Onboarding
• OBO

 

When conducting research for kickoff calls, which HubSpot productivity tool helps standardize your note-taking process?

• Snippets

• Email
• Templates
• Projects

 

The kickoff call agenda consists of which of the following points? Select all that apply.

• Introductions
• Onboarding overview
• Business discovery
• Onboarding experience recap
• Goal-setting and prioritization
• Next steps

 

True or False: Throughout the duration of onboarding, your customer should direct their short-term technical questions to their onboarding rep.

• True
• False

 

What Objectives-Based Onboarding project helps ensure that your customer is prepared to use more advanced features down the line?

• Increase Conversion Rates
• Generate More Website Traffic
• Automate & Personalize Your Marketing
• General Setup Tasks

 

After the kickoff call, how frequently should the onboarding reps schedule meetings?

• Weekly
• Bi-weekly
• Monthly
• At the end of each goal

 

What is a project manager?

• The person responsible for determining initial goals for Objectives-Based Onboarding.
• The person responsible for scheduling engagements to manage Objectives-Based Onboarding.
• The person responsible for planning, overseeing, and leading projects from ideation through to completion.
• The person responsible for account management after Objectives-Based Onboarding.

 

In Objectives-Based Onboarding project management meetings, your goal is to enable your customer to achieve their goals, But, it’s your responsibility is to:

• Allow customers to adapt the initial goals they set based on what they find when learning their new software tool.
• Ensure every task in every project is complete.
• Identify opportunities for cross-sell and up-sell during onboarding.
• Hold customers accountable to complete the initial goals they set.

 

True or False: When you organize work for your customer to do, they will begin feeling more comfortable in their surroundings.

• True

• False

 

The majority of your Objectives-Based Onboarding customer engagements can be categorized as:

• Kickoff calls.
• Growth plan calls.
• Project management meetings.

 

When comparing the skills required to execute a kickoff call versus project management meetings, the kickoff call requires the onboarding team to:

• Execute a repeatable process by following the instructions of an outlined playbook to generate a plan for onboarding.

• Re-prioritize tasks for your customer to focus on throughout the process, demonstrating adaptability.
• Generate a plan for your customer’s future growth.

 

HubSpot’s expert Objectives-Based Onboarding project managers shared their tried-and-true habits and mottos when supporting customers through Objectives-Based Onboarding. Which guiding habits apply to every type of customer?

• Focus on one goal at a time.
• Utilize HubSpot Projects for timelines and due dates.
• Align tasks with your customer’s prioritization ranking.
• Empower your customer to delegate tasks.
• Maintain focus on the original goals.
• All of the above.

 

True or False: Make it clear to your customer that you will be completing all of the Objectives-Based Onboarding projects at the same time to maximize the value of your experience.

• True
• False

 

Tasks in HubSpot Projects can be their own self-service tool when the following criteria are met. Select all that apply.

• Owners are assigned.
• Due dates are set.
• Attachments are included.
• Assets in other HubSpot tools are linked.

 

True or False: Allowing your customer to reshuffle the order of the tasks, potentially omitting some all together is against Objectives-Based Onboarding project management best practices.

• True
• False

 

Scenario: Your customer has informed you that they want to change all their goals to align with a newly-discovered feature of their HubSpot software. As their onboarding rep, what action should you take? Select all that apply.

• Maintain focus on the original goals.

• Understand the root of their curiosity by taking time to understand why they want to make the changes.

• Let them know that you’ll take note of their interest and incorporate it into the Growth Plan at the conclusion of onboarding.
• Replace the final onboarding project to align with your customer’s request.

 

True or False: If you and your customer are not experiencing the progress you anticipated, it may be an indicator that you need to circle back to the principle of adapting tasks based on prioritization.

• True

• False

 

True or False: According to the expert project managers at HubSpot, succeeding in their role means they are able to absorb their customer’s confusion and offer clarity in return.

• True

• False

 

Which of the following is not a project management strategy to focus on when working with On Track Otto?

• Proactive communication
• Your support connecting how HubSpot software works together
• Recap emails prioritizing the tasks due at your next meeting
• Show the value of this new environment

 

Which of the following is not a project management strategy to focus on working with Behind Schedule Ben?

• Show the value of this new environment
• Encouragement and support to get started
• Reminders about why it is important to stick to the initial goals
• Prioritize “need to haves” versus “nice to have”

 

Which of the following is not a project management strategy to focus on working with Always Ahead Amy?

• Guidance to transform attempts to increase the scope of onboarding into future growth opportunities
• Your support connecting how HubSpot software works together
• Reminders about why it is important to stick to the initial goals
• Corralling to optimize and build upon the initial goals, prior to launching any new ones

 

True or False: Every customer who has experienced Objectives-Based Onboarding at HubSpot can be organized into our three project management personas.

• True
• False

 

In the context of Objectives-Based Onboarding, growth planning is:

• The process of planning, overseeing, and leading projects from ideation through to completion.
• Maximizing your first interaction in order to uncover your customer’s main priorities.
• The process of reflecting upon the achievements your customer made during Objectives-Based Onboarding, in order to cultivate a long-term vision that continues to gain value from their initial purchase.
• The process of reflecting upon the achievements your customer made during Objectives-Based Onboarding, in order to identify opportunities to sell services offered by your Solutions Partner organization to retain them.

 

When should the growth plan call be scheduled?

• When the customer has completed all of their goals.

• During the kickoff call.
• When the customer is halfway through onboarding.
• 90 days after the kickoff call.

 

What are the two sections of the Growth Plan Template?

• Kickoff call prep list and customer information
• Customer information and onboarding performance
• Goal achievement and onboarding performance
• Kickoff call prep list and onboarding performance

 

During the growth plan call, be prepared to connect specific recommendations you have for their long-term growth to:

• HubSpot resources.
• Reporting dashboards.
• Services offered by your Solutions Partner organization.
• Change in the relationship at the conclusion of onboarding.

 

True or False: Your Growth Plan Template should be saved in the CRM and not shared with your customer until your meeting.

• True
• False

 

Which of the following is not an agenda item in the growth plan call?

• Recap the onboarding experience
• Identify challenges experienced
• Share recommendations
• Offer ongoing Solutions Partner organization support
• Business discovery
• Clarify the change in relationship

 

True or False: HubSpot experienced a frictionless evolution of their sales process when adapting to Objectives-based Onboarding.

• True
• False

 

True or False: Sales processes in every organization are unique, but that shouldn’t stop you from organizing and documenting what matters most to make your customer’s priorities your priorities during Objectives-Based Onboarding.

• True

• False

 

When comparing the skills required to execute a kickoff call versus project management meetings, project management meetings require the onboarding team to:

• Execute a repeatable process by following the instructions of an outlined playbook to generate a plan for onboarding.
• Re-prioritize tasks for your customer to focus on throughout the process, demonstrating adaptability.
• Generate a plan for your customer’s future growth.

 

Customer onboarding is defined as:

• the nurturing process that gets new users and customers acquainted and comfortable with your product or services.

• the sales process that gets marketing qualified leads and prospects and ready to learn your new product or service.
• training packages and demos based on your product or services.
• maximizing trust with new customers by prioritizing and customizing onboarding based on their most important goals so that they can accomplish their goals faster.

 

Implementing a strategy for customer onboarding will decrease which of the following business metrics?

• Lifetime value
• Churn
• Click-through rate
• Customer retention

 

Which “HubSpot Customer Code” tenet did our customer onboarding team need to revisit to create the Objectives-Based Onboarding strategy?

• I don’t mind paying, but I do mind being played.
• Use my data, but don’t abuse it.
• Earn my attention, don’t steal it.
• Solve for my success, not your systems.

 

Comparing roles in the 4×100-meter relay to Objectives-Based Onboarding, if the first runner represents your sales team and the second runner represents your services team, what does the baton represent?

• The information your services team gathered and will translate into goals for your customer during Objectives-Based Onboarding.
• The meaningful collaboration between your sales and services teams.
• The information your sales team gathered and will translate into goals for your customer during Objectives-Based Onboarding.
• All of the above.

 

What three phases can your Solutions Partner organization utilize to obtain buy-in from your sales team to implement Objective-Based Onboarding?

• Improve what already exists, Standardize Objectives-Based Onboarding deal properties, Start Objectives-Based Onboarding in sales

• Standardize Objectives-Based Onboarding deal properties, Start Objectives-Based Onboarding in sales, Make your case
• Improve what already exists, Start Objectives-Based Onboarding in sales, Make your case

 

The goal of the kickoff call is always going to be:

• Hold customers accountable to complete the initial goals they set in objectives-based onboarding​.
• Maximize your first interaction in order to uncover the customer’s main priorities and relate them back to the Objectives-Based Onboarding project plan.
• Create tangible proof of your customer’s achievements.

 

Which of the following steps are required to complete “The Kickoff Call Prep-List”? Select all that apply.

• Review the deal notes to learn the story behind your customer’s goals.

• Document your customer’s goals, product(s) purchased, existing technology stack, and number of employees.

• Research your customer’s business from your own perspective.
• Verify project plans have been prepared or preload them.

 

Which key pieces of information should be included in your kickoff call note snippet? Select all that apply.

• Sales notes

• Red flags caught during your preliminary research

• Company size
• Tech stack

 

True or False: When working on Objectives-Based Onboarding activities, you can assign tasks to specific users within HubSpot Projects?

• True

• False

 

Scenario: Your customer has been assigned a task outside of their scope of expertise. They share that they have spent 10 hours trying to complete this one task. As their onboarding rep, what action should you take?

• Complete the task with the customer on the call.
• Empower your customer to delegate and involve other team members using task assignment in HubSpot Projects.
• Get a teammate at your Solutions Partner organization to complete the task.
• Prepare to up-sell your Solutions Partner organization services.

 

 

 

 

HubSpot CMS for Developers Certification Exam Answers

This certification help web developers learn how to build and manage websites on the HubSpot CMS.

Covers tools and workflows developers use to build a variety of web assets in the HubSpot CMS.

Exam:

• There are 40 questions.
• The exam takes about 40 minutes to complete.
• You must answer 30 questions correctly to pass.
• You must wait 12 hours between attempts.
• You have 3 hours to complete the exam.

 

 

 

Which of the following is NOT a feature of the HubSpot CMS of special interest to web developers?

• Preconfigured solutions to common tasks
• Security and updates
• In-app and local dev workflows
• The ability to add PHP anywhere in a template

 

What does the hubspot.config.yml file do?

• Configures field names for a theme
• Configures the relationship between local files and HubSpot CMS accounts including authentication
• Configures account settings like system templates and navigation trees
• Configures the relationship between a HubSpot account and the yaml preprocessor

 

Which of the following is possible with the command line tools?

• Creating a new template
• Watching for changes in local files and uploading on save
• Creating a new module
• All of the above

 

Which of the following statements about templates is NOT TRUE?

• Templates allow content creators to do their job without having to collaborate with designers and developers during every step of creating web pages.
• Templates have a big effect on the editing experience for content creators.
• Templates can only be used to create one live page in the HubSpot CMS.
• Templates are an important intersection point for developers and content editors.

 

Which of the following statements about templates is TRUE?

• Templates must be purchased from a 3rd party vendor.
• There are no requirements for header and footer content.
• Comments are not allowed in templates because they look messy.
• Templates use HubL to create editable areas of pages.

 

Which of the following statements about drag and drop areas is TRUE?

• The dnd_area tag is all that is needed for basic drag and drop functionality in the page editor.
• Drag and drop areas allow developers to drag scripts into their pages for rapid prototyping with handlebars.
• Drag and drop areas must contain at least one rich text area.
• The dnd_area tag is a special HubL tag that editors can copy and paste into the file manager to edit photos.

 

Choose all that apply. Which of the following are always good strategies for building templates?

• Keeping content editors front of mind at all times and optimizing their editing experience.
• Building in appropriate guardrails to help content editors quickly build pages and reduce the likelihood of errors and bugs.
• Looking for ways to keep your codebase DRY and avoid repeated code that is prone to bugs.
• Creating lots of blank templates that require content editors to build everything from scratch.

 

Which of the following statements about a healthy codebase is TRUE?

• Repeating the same code throughout your codebase is usually preferable to abstracting and reusing code because it’s easier for novice developers to understand.
• Developers using the HubSpot CMS are discouraged from reusing snippets of code because the cost of the CMS is prorated by file size and we would prefer that your codebase is extremely large.
• DRY is an acronym that stands for Do Right Yesterday. It means that finishing a project early is better than taking extra time to make a codebase maintainable.
• Reducing instances of repeated code helps to keep your codebase tidy and bug free.

 

Which statement about repeating module fields is FALSE?

• Repeating fields give editors the ability to add or subtract instances of fields.
• The HubL used to implement repeating fields uses a loop.
• Repeating fields and flexible columns are the same thing.
• It is also possible to use repeating field groups.

 

Which of the following statements about HubSpot CMS themes is TRUE?

• Themes are a package of assets that help keep a website consistent.
• Themes are only relevant for very large websites.
• Themes should only contain 5 templates.
• Themes cannot contain modules.

 

Which file in a theme controls the global fields that content editors can edit?

• fields.xml
• theme.json
• fields.json
• That depends on the operating system the content editor is using.

 

Choose all that apply. Which of the following options is configured in the theme.json file?

• Name of the theme
• Link to a preview image for the theme
• List of account users who cannot use the theme

 

Which of the following statements about global partials is NOT TRUE?

• Global partials are a good way to keep your codebase DRY.
• Global partials can only be used on one template in a theme.
• Global partials can be used to give content editors access to content that appears in more than one template.
• Global partials can contain content that is not editable in the content editor.

 

Which of the following statements about theme fields is NOT TRUE?

• Theme fields can give editors access to CSS properties.
• Developers can use theme fields to make a theme extremely flexible.
• Developers don’t need to worry about how theme fields might be used by editors because theme fields can’t be used to make a website inconsistent or difficult to navigate.
• Theme fields can affect the appearance of an entire website.

 

Which of the following statements about theme modules is TRUE?

• Theme modules should never contain styles.
• Theme modules are a great way to keep sites stylistically consistent.
• Theme modules need to contain a special JavaScript statement that makes them appear in the theme module section of the content editor.
• Themes that use fields should not need modules.

 

True or False? People hate dragging and dropping things so the HubSpot CMS does not contain this capability.

• True
• False

 

If you wanted to create an unordered list from each value in a dictionary, which aspect of HubL would be most essential?

• An expression test
• A Loop
• The do tag
• This is not possible in HubL

 

===

 

Which CMS tool are developers most likely to spend the most time with?

• a – Editor
• b – File manager
• c – CRM
• d – Design manager

 

Which of the following statements about HubL and JavaScript is TRUE?

• a – HubL can be used in both the HTML + HubL and the JS sections of the module editor.
• b – HubL tags contain a “post_js_rendering” attribute so that you can pass JS data to HubL in modules.
• c – Module builders can choose between JavaScript and HubL to add module fields to their markup.
• d – JS written in the HTML + HubL section of the module editor will be repeated on a page for every instance of a module.

 

Which of the following is not included in HubL?

• a – Loops
• b – Macros
• c – Filters
• d – Classes

 

Which of the following statements about modules is FALSE?

• a – Modules can be used to maintain consistency in site functionality.
• b – Modules can be used to add consistency to website maintenance.
• c – Modules can be used to create a more consistent user experience for editors.
• d – None of the above.

 

Which of the following statements about blog templates is NOT true?

• a – Listing and post pages can be separate templates.
• b – Templates are connected to blogs in settings.
• c – Blog templates must contain an author profile and a full list of available topics.
• d – The blog content module contains listing and post HubL markup.

 

Which of the following statements about HubL module syntax is NOT TRUE?

• a – Basic module syntax is a single line statement.
• b – HubL modules use three curly braces to open and close tags.
• c – HubL modules can be added with a block syntax.
• d – HubL modules use parameters for required and optional module settings.

 

Which of the following statements about using HubL in blog listing templates is NOT true?

• a – Use a loop to add blog posts to the listing template.
• b – Author name is the only author data available in the listing conditional of a template.
• c – Conditionals can be used to add or subtract content from author and topic views.
• d – If you’re using one template for both the listing and post views, you’ll need a conditional to separate the markup for each view.

 

Which of the following statements about blog settings is TRUE?

• a – Content editors can assign any number of templates to individual blog posts by tag.
• b – It is not possible to assign separate templates for listing and post views in settings.
• c – Listing page post summaries can be enabled and disabled in settings.
• d – All blog settings can be overridden by HubL at the template level.

 

Which of the following statements about email templates is NOT true?

• a – CAN SPAM fields are required.
• b – You can customize the appearance of CAN SPAM content with HTML and CSS.
• c – Email templates cannot contain custom modules.
• d – Email testing is accessed through the editor.

 

Which of the following is NOT an important aspect of using HubL?

• a – Documentation
• b – Memorizing all tags and parameters
• c – Community
• d – Developer info

 

True or false? It is not possible to publish an email without a link to at least one email subscription template.

• a – False
• b – True

 

True or false? Page metadata can be populated in the “Settings” section of the page editor.

• a – False
• b – True

 

Which statement about template types in the HubSpot CMS is TRUE?

• a – There is only one template type.
• b – There are a number of different template types which can be created in either drag and drop or coded formats.
• c – The editing experience is exactly the same for every template type.
• d – There are three template types.

 

When creating a drag and drop template, how do you add components?

• a – Components are added in “Settings.”
• b – Templates are pre-populated with all the available components.
• c – Components can be dragged from the “Add” section of the Inspector.
• d – Components must be coded in Javascript and uploaded via FTP.

 

Which of the following is NOT available in the file manager?

• a – File URL
• b – HTML image snippets
• c – Replace button to swap assets
• d – Template and content dependencies

 

Which statement about adding classes to groups is TRUE?

• a – You must use a coded template to add classes to groups.
• b – Classes added to groups of components will be added to all components inside the group.
• c – Classes inside of global groups will apply to every instance of that global group in a site.
• d – Classes cannot be added to groups.

 

Which statement about stylesheets is TRUE?

• a – When a template is created, a new stylesheet with the name of the new template is automatically created and attached to the template.
• b – New stylesheets automatically include helpful but optional CSS.
• c – HubSpot stylesheets are written in Javascript
• d – Stylesheets can be added to specific areas of templates with the stylesheet module.

 

Which of the following CMS tools is used in CAN-SPAM compliance?

• a – Navigation in settings
• b – Email settings
• c – The replace button in file details
• d – The templates tab in blog settings

 

True or false? System templates are not published from templates by content editors.

• a – True
• b – False

 

Which of the following statements about the design manager is NOT true?

• a – The design manager is an IDE.
• b – The design manager helps developers build and manage assets.
• c – The design manager is used by content editors to publish pages.
• d – The design manager can be used to edit CSS files.

 

Which statement about CSS in modules is TRUE?

• a – CSS rules will have the same effect on the page whether they’re written in the CSS section or the HTML+ HubL section of the module editor.
• b – Module CSS is automatically scoped to modules and will not apply to other elements on a page.
• c – CSS added to the HTML+ HubL section of the module editor will be repeated on the page in every instance of a module.
• d – Modules require custom CSS and cannot be published without it.

 

Which of the following statements about accessing HubDB via Javascript is NOT true?

• a – Most GET requests only require a table ID.
• b – Modifying table data requires authentication.
• c – Using an API key in client side code is a bad idea.
• d – As long as your Javascript is written in the CMS, it can be used to modify table data.

 

Which of the following statements does NOT accurately describe HubL?

• a – HubL is a templating language for building assets in the HubSpot CMS.
• b – HubL provides common programming constructs like variables, loops, and conditionals.
• c – HubL is not client side code.
• d – HubL provides state management for single page apps.

 

Which of the following statements about module fields is TRUE?

• a – Modules can contain logic fields.
• b – Modules have 7 available fields.
• c – Math fields allow content editors to use modules for common tasks like long division.
• d – Field groups can only contain fields of the same category.

 

Which of the following HubL and HubDB behaviors should be avoided if possible?

• a – Use a filter query to reduce the data returned from a request.
• b – Use the reject attribute filter to create subsets of table data from an initial request.
• c – Use multiple requests to the same table to build complex templates.
• d – Use loops to access data in multi-select columns.

 

Which type of CMS assets do not require HubL?

• a – Custom modules
• b – Drag and drop templates
• c – Coded email templates
• d – Coded blog templates

 

Which of the following is not an aspect of dynamic pages?

• a – Dynamic pages require multiple templates.
• b – Pages are generated from table rows.
• c – A published page must be linked to a dynamic page table via page settings.
• d – Links to dynamic pages should be added to the listing section of a template.

 

Which of the following is NOT a sound strategy for working with HubDB?

• a – Plan out your data needs with stakeholders before creating tables in HubDB.
• b – While adding data to tables, create columns as needed and iterate as the project grows.
• c – Use multiple tables linked with foreign ids to handle complex, multi-faceted content.
• d – Use select columns to standardize repeated values.

 

Which of the following characters are used to open a HubL statement?

• a – {-
• b – {%
• c – [&
• d – {#

 

True or false? HubDB is a good place to store customer data such as credit card numbers.

• a – True
• b – False

 

Which of the following is NOT possible with HubL?

• a – Passing data from HubL to client side code
• b – Passing data from client side code to HubL
• c – Looping through data
• d – Conditionally executing HubL statements

 

Which of the following is NOT an aspect of HubDB?

• a – HubDB is a semi-relational data store.
• b – HubDB is a subset of fork of MySQL.
• c – HubDB uses tables to store data in rows.
• d – HubDB tables are accessed with a unique ID.

 

Which of the following statements about HubL filters is TRUE?

• a – HubL filters are only used in expressions.
• b – HubL filters are used for a wide variety of tasks.
• c – HubL filters cannot be used in loops.
• d – HubL filters do not accept arguments or parameters.

 

Which of the following statements about navigation items is FALSE?

• a – Navigation items can have extra URL parameters.
• b – It is possible to create items without links.
• c – Navigation items are automatically created when editors create a new page and cannot be created elsewhere.

 

Which of the following is NOT a system template?

• a – Email subscription preferences page
• b – Search results page
• c – Blog preferences page
• d – Error page

 

Which statement about the “Prevent editing in content editors” option is TRUE?

• a – Prevent editing in content editors is not an option in HubSpot CMS templates.
• b – Prevent editing in content editors is a blog feature that allows developers to lock the number of tags in a blog.
• c – Prevent editing in content editors allows content editors to set permissions levels for specific content so that other editors cannot make edits.
• d – Prevent editing in content editors allows developers to set static values for components at the template level that content editors cannot modify in the page editor.

 

Which statement about naming components is FALSE?

• a – Components can be named in the Inspector.
• b – Component names help content editors understand how to use a template.
• c – Component names can be the same as their default values.
• d – Component names should be left at default because content editors will always get all the context they need from the editor.

 

Which of the following is NOT an important reason to familiarize yourself with available settings?

• a – Some templates are coded exclusively in settings.
• b – Some settings determine data available in templates.
• c – Code can be added globally in settings.
• d – Web developers should advise content editors on technical aspects.

 

Which of the following statements about menus in HubSpot is FALSE?

• a – Navigation with more than one level is managed in settings.
• b – Simple menus can be edited at the page level.
• c – HubDB can be used to build totally custom menus.
• d – The only way to build a menu is with the menu tool.

 

Which data structure does HubL use for storing data in key and value pairs?

• a – Lists
• b – Dictionaries
• c – Objects
• d – Binary trees

 

Which statement about module fields is FALSE?

• a – It’s a good idea to give fields an intuitive and descriptive name to help content editors use your modules.
• b – Fields have HubL variable names that are used to create the markup for modules.
• c – Fields can be required but there’s no support for custom validation.
• d – The available options for fields vary depending on the field type.

 

Which of the following sets of data would NOT be a good fit for storing in a single HubDB table?

• a – Names, titles, and biographies of employees of an organization
• b – A dinner menu for a restaurant
• c – Information about cats available for adoption from an animal shelter
• d – Product inventory, hex values for internal branding guidelines, vendor contact archive

 

Which of the following statements about HubL in modules is TRUE?

• a – Modules must contain custom HubL and cannot be published without it.
• b – HTML attributes cannot contain HubL code.
• c – Module fields are added to module markup with HubL.
• d – The drag and drop editor allows you to write HubL in a custom module without having to write code.

 

Which of the following statements about blog templates is TRUE?

• a – Any template can be used for blogs.
• b – Blog templates cannot contain custom modules.
• c – To build a blog template, you must write custom HubL.
• d – Only blog templates can be used for blogs.

 

Which CMS tool would you use to find the file size of a PNG?

• a – Email settings
• b – File manager
• c – Blog editor
• d – Website pages settings