- The SLA that was completed during the sales process.
- The meeting agenda template.
- The content audit checklist.
- The invoice that was sent to client.
Category: HubSpot Delivering Client Success Exam Answer
True or false? During your quarterly review meeting, it’s okay if things haven’t gone 100% as planned. However, only highlight things that didn’t go well to your client if it was something out of your agency’s control.
- True
- False
Your monthly reports should be all the following EXCEPT:
- Aligned to the goals you set with the client
- Comprehensive and easy to understand
- Focused only on numbers
- Paired with the metrics your client needs to see in the report
What should you do with your client’s ideas for work that are outside of the original project scope?
- Ignore them
- Put them into a list for the future
- Implement them immediately to show your value
- Tell the client you cannot action them
True or false? It’s important for your client to sign-off on the persona document.
- True – they need to sign off the document because the client is always right.
- True – you shouldn’t proceed without having their feedback and sign-off.
- False -it’s not important because it’s an agile document so it will change all the time. Showing them the document now will cause unnecessary confusion.
- False – they don’t need to look at the document, since you’ll be doing the marketing work for them. Only show them if they ask.
What are the four main items to highlight in your strategy plan?
- Goals, identified campaigns, timelines and delivery, and promotional tactics
- Goals, timelines and delivery, social media profiles, and promotional tactics
- Goals, identified campaigns, cost, and promotional tactics
- Goals, identified campaigns, timelines and delivery, and points of contact
True or false? You should wait to give your client the buyer persona questionnaire until you hold an in-person workshop. You don’t want their answers to influenced by others on their team, or by external research.
- True
- False
All of the following are reasons why a strategy plan is important, EXCEPT:
- It gives you direction to achieve your goals.
- It allows you to identify the tactics you’ll use.
- It helps you manage your client’s expectations.
- It outlines when you’ll have meetings with your clients.
Fill in the blanks: A strategy plan should ALWAYS be linked to your client’s ___________.
- corporate identity
- goals
- content audit
- previous marketing initiatives
Which of the following should you review with your client during your goal setting workshop?
A.) Discuss any discrepancies in your questionnaire findings
B.) Explain how inbound marketing will help your client reach these goals
C.) Ask about your client’s soft goals
D.) B and C
E.) All of the above