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You’re in the process of goal setting with your client and they tell you they haven’t been tracking data. How should you proceed?

It’s not uncommon for clients to have difficulty tracking numbers, so accept this and move along to the next step.

Make a note of this and share it with your client. When you look back on your goals, you’ll be able to help your client recognize there was no data to use as a benchmark when setting initial goals.

Start tracking your client’s performance now and wait three months to get data before setting any goals.

Base the client’s goal on your other client’s performance who are in a similar industry.

 

Which of the following questions will help you understand your client’s soft goals?

What is your current cost per lead?

What is your sales target for the next quarter?

What does success look like to you?

What are your marketing goals?

 

True or false? You should only have the CEO, CMO, and main point of contact complete the stakeholder questionnaire.

True – only the key stakeholders like the CEO and CMO will have a say in setting goals. Therefore only they should complete the questionnaire to get a true reflection of the company’s goals.

True – while you can ask more members on the team informally about their goals, only the CEO, CMO, and your main point of contact should complete the formal questionnaire.

False – it depends. If this client has over 50 employees, you should only involve the CEO, CMO, and main point of contact.

False – have several managers from different departments complete the questionnaire. This will help you in identifying the differences and similarities in everyone’s views on company goals.

 

Your new client is a travel company that helps businesses set up company team building activities and retreats. While conducting your content audit, you find a printed brochure with pricing details and customer testimonials. How should you evaluate the performance of this content?

A.) Talk to sales reps who have used this brochure to see if it’s helpful in the sales process.

B.) Speak to your client’s customers who have previously interacted with this content to get their feedback.

C.) Include this piece of content in your audit, but you can only evaluate the performance if it’s available online as well.

D.) Share the brochure with the other members of your agency to get an unbiased opinion on the effectiveness of the content.

E.) A and B

F.) C and D

G.) All of the above

 

 

True or false? Most clients won’t have much content to review. Therefore, you should only provide a content audit for clients who you know have a lot of content on their website.

 

• True

 

• False

 

Asking questions to determine a piece of content’s format, age, and accuracy happens during which step of a content audit?

Categorizing content

Providing recommendations to the client

Evaluating the performance of content

Identifying existing company content