Questions

 

True or false? You should set up different lists for different types of emails for your client, so customers and prospects can sign up for only the emails that are relevant to them.

 

• True

 

• False

 

 

True or false? The project manager should work in partnership with marketing managers, salespeople, and other stakeholders to determine which metrics to regularly evaluate.

 

• True

 

• False

 

Which of the following action items should be included in a Marketing Hub implementation’s development stage? Choose all that apply.

 

• Communication plan

• Cancellation plan

• Downgrade timeline
• Implementation timeline

 

Scenario: You and the client are reviewing their goals together in their portal on the first call. They are interested in changing the goals that were originally set during the sales process. Should you allow them to switch out the “Goal” projects?

 

• Yes, they add in as many goals as they would like.
• Yes, work to identify 3-5 concrete goals they wish to tackle, depending on the type of service you’re providing
• No, these goals are set in stone, and any changes indicate that your client has commitment issues.
• Yes, goals should not be set during the sales process to begin with.

 

Which of the following action items should be included in a Marketing Hub implementation’s planning stage?

 

• Scope
• Running log of tasks
• Time estimates
• Priority ranking
• All of the above

 

 

What is the purpose of designating informed stakeholders in the responsibility matrix? Select all that apply.

 

• Make sure that end users of your system don’t ignore important legal standards, such as GDPR, particularly when the system is storing lead/prospect/customer data
• Weigh in on points of disagreement
• Informing your clients’ legal counsel about key aspects of the project will allow you to steer clear of roadblocks
• They have no role in the responsibility matrix