Achieving peak employee utilization of 75% client-facing work and 25% internal administrative work will inform you when making decisions on what?
Your hiring and capacity planning
Your job descriptions
Your sales commissions
Your client retention
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How can planning lifecycle stages with HubSpot Sales encourage stronger ROI reporting to your client?
How can planning lifecycle stages with HubSpot Sales encourage stronger ROI reporting to your client?
The initial planning will earn you trust with the client’s sales team, allowing you to name your price with their marketing team for each customer sold in the first 6 months.
It shows how uncomplicated the inbound process is, fostering trust with the client.
Planning a sales funnel with the sales team tells your client you know about more than just marketing.
Lifecycle planning defines the conversion paths for visitors, and it teaches the client the definitions of Marketing Qualified Lead and Sales Qualified Lead for each future campaign.
Fill in the blank: The best ROI calls include straightforward reporting that references the original retainer while _________, all inside of just 30-40 minutes.
Fill in the blank: The best ROI calls include straightforward reporting that references the original retainer while _________, all inside of just 30-40 minutes.
always telling the story of why the client hired you
always pushing upsell opportunities to your written agreement
always encouraging greater autonomy for your agency
always guarding the lead-gen data to keep from opening up premature conversations
Fill in the blank: You have a client that is launching a new product. They are expanding their business and overachieving on their goals. You contact your Channel Consultant for help with discovery questions to determine if ___________ .
Fill in the blank: You have a client that is launching a new product. They are expanding their business and overachieving on their goals. You contact your Channel Consultant for help with discovery questions to determine if ___________ .
the client has been secretly executing unguided inbound outside of your supervision
the client is going to leave you
there might be larger competitors in the client’s industry you could take on as clients instead
the client might be fit for an upgrade
You anticipate a client breakup and receive a 45-day notice for cancellation. What is your next step?
You anticipate a client breakup and receive a 45-day notice for cancellation. What is your next step?
Prepare for a renewal call and carry out the remainder of their retainer.
Increase communication to show your agency is invested in their success.
End communication with the client.
Limit, but do not entirely cut off communication, while scaling back work.
Fill in the blanks: Acme made the right decision including Pluto Pool Co.’s sales team in their onboarding “alignment” phase, encouraging both teams to define _________ and positioning them to _________ shortly after.
Fill in the blanks: Acme made the right decision including Pluto Pool Co.’s sales team in their onboarding “alignment” phase, encouraging both teams to define _________ and positioning them to _________ shortly after.
the sales funnel; redefine the call calendar
list segments; redefine buyer personas
a content calendar; establish success metrics
buyer personas; establish success metrics