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If your co-worker came to you with the following Sales Action Plan, what would be your feedback?

  • You’d say, “Everything looks good. There are clear priorities, actions, and deadlines.”
  • You’d say, “It’s a good start, but to help make these large actions more manageable, we should break it down into sub-tasks.”
  • You’d say, “We should remove the action around speaking engagements since this doesn’t relate directly to sales.”
  • You’d say, “These actions are on the right track, but they need to be made into SMART goals.”

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One of your agency’s overall priorities is to become known as a thought leader in the healthcare marketing industry. Which of the following activity metrics would be BEST aligned with this priority?

  • Identify 5 qualified prospects in the healthcare industry per month
  • Generate 20 qualified leads in the healthcare industry per month
  • Present at 3 healthcare industry conferences per year
  • Hire a new employee with a healthcare background

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You’re a newer, small agency and one of your colleague doesn’t see the point in breaking down your yearly goals into 30-90 day milestones. Do you agree with your colleague?

  • Yes – Including 30-90 day milestones can distract your sales team from hitting the yearly targets.
  • Yes – While writing down 30-90 day milestones can be beneficial, it should only be a focus once you’re a more established agency.
  • No – Setting 30-90 day milestones help hold your team accountable for the outcomes this month and quarter, not just for this year.
  • No – As a newer agency, you should only focus on your 30-90 day milestones, and not your yearly goals.

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