True or False: A quick win strategy does not need to be specific and tailored to a client.
- True
- False
At what point should you implement quick wins in a new client relationship?
At what point should you implement quick wins in a new client relationship?
- In the first month or two
- After a year of working with them
- At month six
- Before completing the portal technical setup
When should you set goals with your client?
When should you set goals with your client?
- You should not set goals with your client
- You should set goals the initial conversation after the client came onboard with HubSpot
- You should set goals after your client launches their first campaign in HubSpot
- You should set goals after your client closes their first customer in HubSpot
A “quick win” strategy is when a partner:
A “quick win” strategy is when a partner:
- Completes the technical setup of their client’s portals
- Undertakes small tasks in their client HubSpot portal that takes no more than a couple hours to implement
- Helps their client close their first deal
- All of the above
Developing a quick win approach allows you to:
Developing a quick win approach allows you to:
- Pacify the natural impatience that comes with the clients investment
- Ensure the client does not lose sight of the big goals that the team wants to accomplish
- Provide the client with immediate and tangible results that increase their confidence in their choice of a Solutions Partner
- All of the above
It is important to be transparent with your sales’ and services’ goals because it _________.
It is important to be transparent with your sales’ and services’ goals because it _________.
- Creates empathy. Each team knows what the other team prioritizes and why.
- Creates healthy competition. Each team will strive to be the best they can be.
- Creates equality. Sales and customer success folks will push leadership to ensure both teams are treated equally.
- Transparency isn’t a good idea with sales’ and customer success teams’ goals.