CVP Comprehensive Exam

What question does the Unified Customer View answer?

Which Unified View would you consult to understand commercial health across the full customer lifecycle — from first quote through ongoing subscription?

A marketing manager wants to know which content is driving engagement and what events are generating interest. Which Unified View answers this?

The Signal object contributes to how many Unified Views?

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

The Service object contributes to which Unified Views?

(Select all that apply)

An organization can see every deal in their pipeline but can't tell you which customers are actually using what they purchased. Which Unified View are they missing?

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 and direct responses?

The Four Unified Views transform HubSpot from a _____________ into a _____________.

Which object captures behavioral evidence of engagement without requiring someone to fill out a form?

What is the primary purpose of the Listing object?

A customer completes an assessment on your website. Which object should capture this engagement?

Which object tracks ongoing value delivery after a Deal closes?

True or False: The Deal object should only be created when there's genuine commercial opportunity with mutual fit — not for every conversation.

What's the relationship between Product, Line Item, and Quote?

Which object would you use to track a specific deliverable within a client engagement — like "Data Model Configuration" or "Training Program"?

A customer sends an email asking "Can we also integrate with our inventory system?" Which object captures this as an expansion signal?

The Company object serves as:

Which object was introduced at INBOUND 2025 and organizes work with phases, milestones, and team coordination?

In the Value-First approach, what replaces "lead scoring"?

Which object tracks the financial transaction when a customer pays?

True or False: In Value-First methodology, the Ticket object should only be used for problems and complaints.

Which object represents recurring revenue relationships?

The Appointment object differs from the Meeting object in that:

How many stages are in the Value Path?

At which stage do most people in your Audience remain — and that's exactly right?

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 the relationship — people who weren't part of the buying process?

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

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

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

The Value Path divides into two halves. What are they called?

Which objects become primary at the Value Creator stage?

What does appropriate engagement look like at the Buyer stage?

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

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 — the foundations of sustainable growth?