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You’re creating a form in HubSpot for your co-brandable ebook. You want to make sure you’re able to register your leads in the HubSpot sales database. Is your form setup correctly for lead registration?

 

No, you can’t include phone number or industry as fields for lead registration.

 

Yes, it includes all the required fields needed for lead registration.

 

Yes, as long as you create the form in HubSpot, it’s setup for lead registration.

 

No, this form doesn’t include all the required fields needed for lead registration.

 

 

True or false? The retainer proposal document presented to your prospective client is best kept to one page of text.

 

True

 

False

 

To improve your agency’s packaging and pricing, you’ve tasked your team with brainstorming your agency’s new retainer strategy. Your team comes back to you with four potential retainers your company could offer. Which of these proposals is an example of an effective retainer service?

 

“We could offer a client a retainer that earns us $1 for each retweet we get them on Twitter.”

 

“We could offer a client a retainer that discounts a website overhaul for them every three months.”

 

“We could offer a client a retainer that confirms they can call us when they need anything changed on their company logo.”

 

“We could offer a client a retainer that helps them get more traffic, leads, and sales.”

 

What are indicators your agency should recommend a middle-tiered “Grow” retainer to a client?

 

The client has a large pre-existing contact database that requires segmentation to close sales

 

The client has a CRM with automated email sends

 

The client’s prior SEO was led by well-researched buyer personas

 

The client has prior success in on-page SEO from blogging and keyword research

 

When should you notify your Channel Consultant of your new retainer?

 

 A)  Only if you have any issues with your retainer should you then notify your CC

 

B)  Once you’ve delivered the first month of services so that your CC can help review your work

 

C)  It’s fine if you don’t tell the CC right away, just let them know how things are progressing within the first 3 months of the contract

 

D)  When the deal is done, so your CC can forward you immediately-relevant HubSpot resources to help you deliver the work, specific to the new client’s scope

True or false? Your client’s inbound retainers influence your agency’s hiring.

 

True – because increased sales with retainers will necessitate more sales hiring.

 

False – because retainers only govern what services the client purchases.

 

False – because increased predictability in revenue and growth makes your agency’s immediate hiring needs more unpredictable.

 

True – because retainers simplify your revenue forecasting, and consistent revenue forecasting makes hiring predictable.