Questions

 

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?

 

• 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?

 

• 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:

 

• 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:

 

• 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 _________.

 

• 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.