vmartinez

All of the following are steps to creating your action plan, EXCEPT:

Assigning tasks to team members

Setting timelines

Defining the metrics you will be tracking

Assigning deadlines to tasks

 

One of your agency’s overall priorities is to become known as a thought leader in the healthcare marketing industry. Which of the following activity metrics would be BEST aligned with this priority?

Generate 20 qualified leads in the healthcare industry per month

Hire a new employee with a healthcare background

Identify 5 qualified prospects in the healthcare industry per month

Present at 3 healthcare industry conferences per year

 

Fill in the blank: The number of ___________ is a good bottom of the funnel metric.

leads

networking events

presentations

exploratory calls

 

You’re a newer, small agency and one of your colleague doesn’t see the point in breaking down your yearly goals into 30-90 day milestones. Do you agree with your colleague?

No – As a newer agency, you should only focus on your 30-90 day milestones, and not your yearly goals.

Yes – Including 30-90 day milestones can distract your sales team from hitting the yearly targets.

Yes – While writing down 30-90 day milestones can be beneficial, it should only be a focus once you’re a more established agency.

No – Setting 30-90 day milestones help hold your team accountable for the outcomes this month and quarter, not just for this year.

 

Your boss asks you to go through the steps for your activity metrics, what should you do first?

List your top 3-5 agency priorities

Identify the activity metrics that’ll help you reach your goals

Set your approach for achieving your goals

Make a list of 30-90 day milestones and quick wins

 

Fill in the blank: To close one retainer a month, you should aim to generate __________ exploratory calls a week.

1-2

2-3

3-5

5-7