Objectives-Based Onboarding

FREE Certification Course

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 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.

Available languages
Includes
  • 1 Certification
  • 7 Lessons
  • 14 Videos
  • 6 Quizzes
  • 2 hr 25 min
  • Inbound Service
Objectives-Based Onboarding

The bearer of this certificate is deemed capable and skilled in the methodology of the above topic. They have been tested on best practices and are capable of applying them in a practical meaningful way.

CEO Yamini RanganAcademy

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Instructors

Photo of Robert Flemister

Robert Flemister

Rob Flemister is a Solutions Partner Professor. He is passionate about delivering equitable and impactful content that helps businesses grow better. He has a background in teaching K-Undergraduate. Rob is proud to be a husband to his wife, a father to his sons, and a mentor to many folks. On his days off, you can find Rob either enjoying music or immersed in a DIY task.

Photo of Chris King

Chris King

Chris King is a Solutions Partner Professor. His mission is to design HubSpot Academy education that allows Solutions Partners to earn certifications on their capacity to sell, implement, consult, and provide services that increase the value of HubSpot to their prospects and customers. On his days off, he can be found exploring the outdoors with his DIY Tacoma camper, skiing, biking, or hiking through the New Hampshire wilderness with his Goldendoodle Saco.

Photo of Danielle Deraney

Danielle Deraney

Danielle Deraney is a Senior Onboarding Specialist. Her main priorities are providing value to our HubSpot customers by coaching them on how to best use our HubSpot tools in order to achieve their marketing and sales goals. Outside of HubSpot, she can be found doing a spin workout by her favorite Peloton instructor, Alex Toussaint, or coaching youth sports for inner-city girls and boys programs.

Photo of Brenna Zenaty

Brenna Zenaty

Senior Solutions Partner Professor

HubSpot

Brenna is a Senior Solutions Partner Professor for HubSpot Academy. Prior to joining HubSpot, Brenna was the customer education lead at an ABM tech company, and the marketing manager at a HubSpot solutions partner agency. As an Academy professor, Brenna's goal is to help partners scale their businesses and hone their expertise through knowledge sharing and upskilling. When she's not at work, you can find her out in the garden, or exploring the city with her husband and their dogs.

Curriculum

  • Why HubSpot Created Objectives-Based Onboarding

    • Lesson
    • 21 min

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  • Starting Objectives-Based Onboarding in Sales

    • Lesson
    • 14 min

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  • The Kickoff Call

    • Lesson
    • 29 min

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  • Product Activation

    • Lesson
    • 23 min

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  • Project Managing Your Customer's Growth

    • Lesson
    • 32 min

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  • Growth Planning

    • Lesson
    • 15 min

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  • Objectives-Based Onboarding Next Steps

    • Lesson
    • 10 min

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Course transcript

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