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Home » Archives for vmartinez » Page 2545

vmartinez

Fill in the blank: While all stages of the client lifecycle are important, the _________ stage is especially critical because it’s the first time you’re engaging with a client after they sign on with your agency.

By vmartinez

Fill in the blank: While all stages of the client lifecycle are important, the _________ stage is especially critical because it’s the first time you’re engaging with a client after they sign on with your agency.

 

onboarding
post-onboarding and continuing client management
renewal
ongoing management
ending retainer

 

Filed Under: Hubspot Client Management Certification Exam Answers

True or false? During your quarterly review meeting, it’s okay if things haven’t gone 100% as planned. However, only highlight things that didn’t go well to your client if it was something out of your agency’s control.

By vmartinez

 

True or false? During your quarterly review meeting, it’s okay if things haven’t gone 100% as planned. However, only highlight things that didn’t go well to your client if it was something out of your agency’s control.

 

  • True

 

  • False

 

Filed Under: Hubspot Delivering Client Success Answers

Your monthly reports should be all the following EXCEPT:

By vmartinez

Your monthly reports should be all the following EXCEPT:

 

Aligned to the goals you set with the client
Paired with the metrics your client needs to see in the report
Focused only on numbers
Comprehensive and easy to understand

 

Filed Under: Hubspot Delivering Client Success Answers

What should you do with your client’s ideas for work that are outside of the original project scope?

By vmartinez

What should you do with your client’s ideas for work that are outside of the original project scope?

Tell the client you cannot action them
Put them into a list for the future
Ignore them
Implement them immediately to show your value

 

Filed Under: Hubspot Delivering Client Success Answers

True or false? It’s important for your client to sign-off on the persona document.

By vmartinez

True or false? It’s important for your client to sign-off on the persona document.

True – they need to sign off the document because the client is always right.
True – you shouldn’t proceed without having their feedback and sign-off.
False -it’s not important because it’s an agile document so it will change all the time. Showing them the document now will cause unnecessary confusion.
False – they don’t need to look at the document, since you’ll be doing the marketing work for them. Only show them if they ask.

 

Filed Under: Hubspot Delivering Client Success Answers

What are the four main items to highlight in your strategy plan?

By vmartinez

What are the four main items to highlight in your strategy plan?

Goals, timelines and delivery, social media profiles, and promotional tactics
Goals, identified campaigns, timelines and delivery, and points of contact
Goals, identified campaigns, timelines and delivery, and promotional tactics
Goals, identified campaigns, cost, and promotional tactics

 

Filed Under: Hubspot Delivering Client Success Answers

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