Which of the following documents BEST helps guide your strategy plan for your client?
The SLA that was completed during the sales process. The meeting agenda template. The content audit checklist. The invoice that
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HubSpot Delivering Client Success Certification Exam
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 It is easier to search in our PDF, which has correct answers, and you can save time. Don’t
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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
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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
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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
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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,
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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 It is easier to search in our PDF, which has correct answers, and you can save time. Don’t
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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
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Fill in the blanks: A strategy plan should ALWAYS be linked to your client’s ___________.
corporate identity goals content audit previous marketing initiatives It is easier to search in our PDF, which has correct answers,
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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
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