CVP Master Certification Exam

What question does the Unified Customer View answer?

Which Unified View would you consult to understand commercial health across the full customer lifecycle?

A marketing manager wants to know which content is driving engagement. Which Unified View answers this?

Which Unified View answers: "How do we equip teams for better execution?"

True or False: Each HubSpot object contributes to exactly one Unified View.

What percentage of customer engagement do most organizations miss because they only see form fills?

The Four Unified Views transform HubSpot from a CRM into a:

The Signal object contributes to how many Unified Views?

The Service object contributes to which Unified Views?

An organization can see pipeline but can't tell which customers are actually using what they purchased. Which View are they missing?

How many stages are in the Value Path?

What is the first stage of the Value Path?

Which stage is characterized by: "They're prospecting you just as much as you're prospecting them"?

What's the primary object at the Audience stage?

At which stage do new stakeholders typically enter — people who weren't part of buying?

Which stage is described as "the most important stage no one tracks"?

What's the key difference between Advocate and Champion stages?

The Value Path divides into two halves called:

At which stage does the Deal object typically get created?

True or False: The Value Path is a funnel designed to move people through stages as quickly as possible.

What drives renewal, expansion, and referral?

What stage comes after "Buyer" in the Value Path?

Which objects become primary at the Value Creator stage?

A customer says: "This is actually working better than we expected." What stage are they likely in?

Why does half the Value Path happen after purchase?

What is the primary purpose of the Contact object?

True or False: A Contact record should be created as soon as someone visits your website.

In Value-First methodology, what replaces "lead status" on the Contact record?

The Company object serves as:

True or False: A Company record is just a way to group related Contacts together.

Which properties would you track on a Company record for Value-First methodology?

What is the primary purpose of the Signal object?

In Value-First methodology, what does Signal pattern recognition replace?

True or False: Signals can only be captured for known Contacts.

What is the primary purpose of the Deal object?

True or False: A Deal should be created for every person who expresses interest.

At the Buyer stage, the Deal object should track:

What is the primary purpose of the Service object?

At which Value Path stage does the Service object become primary?

True or False: The Service object is only relevant during active implementation.

What is the primary purpose of the Ticket object?

True or False: In Value-First methodology, a high volume of Tickets always indicates problems.

A customer submits a ticket asking "Is it possible to also integrate with our inventory system?" This is best categorized as:

When was HubSpot's native Project object introduced?

What is the primary purpose of the Project object?

What is the primary purpose of the Deliverable object?

What's the relationship between Project and Deliverable?

What is the primary purpose of the Listing object?

Why does the Listing object matter for Signal tracking?

What is the primary purpose of the Product object?

True or False: The Product object should only contain physical goods, not services.

What's the relationship between Product and Line Item?

What information does a Line Item capture that the Product record doesn't?

What is the primary purpose of the Quote object?

True or False: A Quote should be sent as early as possible to move deals forward.

What's the difference between a Quote and an Order?

True or False: The Order object is only relevant for e-commerce businesses.

What's the relationship between Invoice and Payment?

True or False: Invoice tracking is only important for accounting, not for customer relationship management.

What is the primary purpose of the Subscription object?

True or False: The Subscription object is only relevant for SaaS businesses.

Which object tracks the financial transaction when a customer pays?

Why does the Payment object matter for Unified Revenue View?

Why does Cart data matter even when purchases aren't completed?

What's the difference between Appointment and Meeting in HubSpot?

At the Value Creator stage, what should Appointments include to maximize value?

How does the Call object differ from Appointment?

What should a well-configured Call record include?

True or False: Email tracking only matters for marketing emails, not 1:1 sales or service emails.

What data does the Email object capture that matters for relationship understanding?

What is the primary purpose of the Note object?

True or False: Notes are less important than structured data fields because they're harder to report on.

How does Task differ from Deliverable?

At the Value Creator stage, Tasks help by:

How does Marketing Event differ from Listing?

True or False: Marketing Events are only relevant for the marketing team.

Why does Course engagement matter for understanding relationship progression?

True or False: The Course object is only relevant for organizations that sell training.

Meeting data contributes to relationship intelligence by:

Sarah Chen's Signal patterns showed: Assessment Completed, Multiple Episode Views, Question Submitted. What did this indicate?

What does appropriate engagement look like at the Buyer stage?

At the Buyer stage, the Quote object serves as:

At the Adopter stage, healthy Ticket patterns typically show:

What properties matter most on a Service record for tracking Adopter health?

At the Buyer stage, the Company object becomes important because:

Which scenario represents good Note usage?

A customer completes an assessment, watches three webinars, and submits a question before office hours. These are all captured as:

At which Value Path stages is the Listing object most relevant?

At the Value Creator stage, tracking individual Deliverables matters because:

At the Advocate and Champion stages, Marketing Events matter because:

At the Researcher stage, Course completion (like an assessment) indicates:

What properties matter most on a Subscription record for Value-First methodology?

When configuring Products for Value-First methodology, what properties matter beyond basic name and price?

At which Value Path stage is Cart data most relevant?

Which example represents a Deliverable?

True or False: The Project object replaces external project management tools for all use cases.

True or False: Appointments should only be created for external customer meetings.

True or False: Call records should only capture successful connections, not attempted calls.

Email engagement data contributes to Signal patterns by: