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If you’re planning to further a positive relationship with the client, it’s a good idea to include as many stakeholders from the client’s company as possible on the renewal call.

 

 

 A)  Yes, because in order to demonstrate all successes, address any potential frustrations or objections, and create a landscape for potential upgrades, your point of contact should be on the call, as well as higher-ups, salespeople, and whomever can make purchasing decisions.

 

B)  No, because if you’re reviewing your metrics ahead of the renewal call and recognize the relationship may sour. It’s advisable to delay the conversation until you have something positive to report.

 

C)  No, because the marketing team has been a good support of you thus far. If you invite people from other teams onto the call, there’s a possibility they won’t understand what you’ve been working on, perhaps leading to conversations around downgrades to the retainer.

 

D)  Yes, because this is your chance to discuss your accomplishments and remind stakeholders how well you performed.

 

A client has cancelled their HubSpot portal. You want to end your relationship professionally. How?

 

 

 A.) Call your HubSpot CC to have them reach out to the client and offer a discount to let them know they’re a valued customer

 

B.) Give your client good advice on hiring a full-time inbound marketer

 

C.) Run a full handoff call

 

D.) A and C

 

E.) B and C

 

F.) All of the above

 

How can Acme Agency best explain to Pluto Pool Co. their usage of Trello?

 

 

“The Trello board is used for the first 90 days as we establish our collaborative process. We do not require it of clients, post-onboarding.”

 

“It’s not common for us to use a project management system, but we thought you could use a place to store your ideas. We’re keeping it private, so only your team will be using it, we won’t intrude or check on your thoughts.”

 

“We use Trello with all our clients. It lets us collaborate on an ongoing basis, lets you see what we’re working on, and makes sure we don’t stray from the original retainer.”

 

“We track all our projects in Trello. You can see what we’re working on, but you won’t be required to add items, we don’t want to add extra pressure on you.”

 

 

True or false? Executed successfully, Acme Agency’s “momentum” phase of onboarding earns them better positioning for a renewal with Pluto Pool Co.

 

 

 A)  TRUE

 

B)  FALSE

 

 

True or false? Acme took an appropriate approach to their communication with Pluto Pool Co. with their planned weekly calls.

 

 

 A)  TRUE

 

B)  FALSE

 

Last month, the client’s website generated 30 leads, which is only 20% of your agreed upon goal. Which metric is acceptable to report back to the client as a recommended area you can work together to improve?

 

 

A.) Increase website visitors

 

B.) Improve lead-conversion rates

 

C.) Email clickthrough

 

D.) A and B

 

E.) B and C

 

F.) All of the above

 

G.) None of the above