HRB HBP EXAM QUESTIONS WITH CORRECT ANSWERS
// // // // // //
BLOCK //BEATS-Cadence-
4/
/areas //- /
/CORRECT /
/ANSWERS(S)✔✔Block /
/Beats /
/is /
/the /
/cadence /
/in /
/place /
/that /
/prevents /
/inconsistencies /
/between /
/offices. /
/It /
/consists /
/of /
/the /
/following /
/four //areas: //DAILY //HORIZONS, //TACTICAL //TUESDAYS, //SUPPORT //VISITS, //and //MTL //MEETINGS
1. //DAILY //HORIZONS-Number //of //Appts-Revenue //target-
Wait /
/times //- /
/CORRECT /
/ANSWERS(S)✔✔The /
/DAILY /
/process /
/for /
/Home /
/Base //Planning //to //help //you //identify //actions //needed //based //on //your //office(s) //assessment.
,Review //overall //performance. //Check //Key //metrics. //
Schedule //Readiness-Virtual //Review-Work //in //Progress-Service //Quality-Inbound //Call //Quality-
Financial //Products-
Fulfillment //Network-Block //Works //(BWO)-Small //Business
2. /
/TACTICAL /
/TUESDAYS //- /
/CORRECT /
/ANSWERS(S)✔✔The /
/weekly /
/process /
/in /
/which /
/you /
/review /
/your /
/weekly /
/results /
/and /
/create /
/your /
/action /
/plan /
/for /
/the /
/week /
/ahead. /
/During //this //time, //make //sure //your //daily //actions //are //driving //client //and //revenue //growth.
3. //SUPPORT //VISITS-
OFFICE //- /
/CORRECT /
/ANSWERS(S)✔✔(Office /
/Visits): /
,/You /
/and /
/your /
/leader /
/partner /
/to /
/determine /
/what /
/to /
/focus /
/on /
/during /
/an /
/office /
/visit. /
/As /
/part /
/of /
/this /
/process, /
/you /
/will /
/review /
/the /
/daily /
/focus /
/items /
/from //the //Daily //Horizons //as //well //as //the //Tactical //Tuesdays. //During //this //time //together //you
//should //get //all //the //help //you //need //and //feel //supported.
4. /
/MTL /
/MEETINGS //- /
/CORRECT /
/ANSWERS(S)✔✔This /
/is //
a/
, /calibration /
/time /
/when /
/your /
/leadership /
/teams //come //together //to //assess //performance //with //a //customized //meeting //agenda //specific
//to /
/your //needs //using //input //from //your //Daily //Horizons, //Tactical //Tuesdays, //and //Support //Visits.
THE //HUB-DSA-
REPORTS /
/Checked!! //- //CORRECT //ANSWERS(S)✔✔The //HUB //is //a //portal //to //access //many //reports //you'll
//need /
/to /
/have //
a/
/successful /
/tax /
/season. /
/This //reporting //is //often //referred //to //as //Looker //or //DSA //(Data //Science //& //Analytics //Hub).
READING /
/REPORTS //- //CORRECT //ANSWERS(S)✔✔Identify //where //to //find //the //reporting //within //Amp
Understand //the //reports //that //are //used //daily //within //the //offices
Always /
/set /
/your /
/top /
/filters //to //your //locations //and //click //the //refresh //button //to //update //number //populations.
COMM /
/BOARD /
/REPORT //- /
/CORRECT /
// // // // // //
BLOCK //BEATS-Cadence-
4/
/areas //- /
/CORRECT /
/ANSWERS(S)✔✔Block /
/Beats /
/is /
/the /
/cadence /
/in /
/place /
/that /
/prevents /
/inconsistencies /
/between /
/offices. /
/It /
/consists /
/of /
/the /
/following /
/four //areas: //DAILY //HORIZONS, //TACTICAL //TUESDAYS, //SUPPORT //VISITS, //and //MTL //MEETINGS
1. //DAILY //HORIZONS-Number //of //Appts-Revenue //target-
Wait /
/times //- /
/CORRECT /
/ANSWERS(S)✔✔The /
/DAILY /
/process /
/for /
/Home /
/Base //Planning //to //help //you //identify //actions //needed //based //on //your //office(s) //assessment.
,Review //overall //performance. //Check //Key //metrics. //
Schedule //Readiness-Virtual //Review-Work //in //Progress-Service //Quality-Inbound //Call //Quality-
Financial //Products-
Fulfillment //Network-Block //Works //(BWO)-Small //Business
2. /
/TACTICAL /
/TUESDAYS //- /
/CORRECT /
/ANSWERS(S)✔✔The /
/weekly /
/process /
/in /
/which /
/you /
/review /
/your /
/weekly /
/results /
/and /
/create /
/your /
/action /
/plan /
/for /
/the /
/week /
/ahead. /
/During //this //time, //make //sure //your //daily //actions //are //driving //client //and //revenue //growth.
3. //SUPPORT //VISITS-
OFFICE //- /
/CORRECT /
/ANSWERS(S)✔✔(Office /
/Visits): /
,/You /
/and /
/your /
/leader /
/partner /
/to /
/determine /
/what /
/to /
/focus /
/on /
/during /
/an /
/office /
/visit. /
/As /
/part /
/of /
/this /
/process, /
/you /
/will /
/review /
/the /
/daily /
/focus /
/items /
/from //the //Daily //Horizons //as //well //as //the //Tactical //Tuesdays. //During //this //time //together //you
//should //get //all //the //help //you //need //and //feel //supported.
4. /
/MTL /
/MEETINGS //- /
/CORRECT /
/ANSWERS(S)✔✔This /
/is //
a/
, /calibration /
/time /
/when /
/your /
/leadership /
/teams //come //together //to //assess //performance //with //a //customized //meeting //agenda //specific
//to /
/your //needs //using //input //from //your //Daily //Horizons, //Tactical //Tuesdays, //and //Support //Visits.
THE //HUB-DSA-
REPORTS /
/Checked!! //- //CORRECT //ANSWERS(S)✔✔The //HUB //is //a //portal //to //access //many //reports //you'll
//need /
/to /
/have //
a/
/successful /
/tax /
/season. /
/This //reporting //is //often //referred //to //as //Looker //or //DSA //(Data //Science //& //Analytics //Hub).
READING /
/REPORTS //- //CORRECT //ANSWERS(S)✔✔Identify //where //to //find //the //reporting //within //Amp
Understand //the //reports //that //are //used //daily //within //the //offices
Always /
/set /
/your /
/top /
/filters //to //your //locations //and //click //the //refresh //button //to //update //number //populations.
COMM /
/BOARD /
/REPORT //- /
/CORRECT /
