Hubspot Delivering Client Success Answers
The Delivering Client Success course will help you improve your client delivery process. In addition to the on-demand videos, you’ll receive resources such as templates and questionnaires to help you put what you learn into practice.
Completing a Content Audit with Clients
True or false? You should set up a meeting with your client to go through your content audit findings and recommendations.
|True – it’s always good to report back findings to client as they happen on a daily basis.|
|True – you should report all your finding and recommendations to your client once you’ve completed the entire content audit.|
|False – your client‘s time is limited. Just send them the report and move on.|
|False – it’s best to send the content audit after you’ve created your strategy plan so that you client doesn’t have to review two separate documents.|
Why is it so important to show your client quick wins?
|Quick wins will help you manage client expectations.|
|It’s not important to show your clients quick wins in the beginning of the engagement.|
|Quick wins help show immediate value and ROI to your clients.|
|Quick wins are the only way to build client trust.|
You’re in the process of identifying the content your client current has. Which of the following should you include in this audit?
|A.) Email newsletters|
|B.) Direct mail|
|D.) Proposal templates|
|E.) A and C|
|F.) A, C, and D|
|G.) All of the above|
Asking questions to determine a piece of content’s format, age, and accuracy happens during which step of a content audit?
|Providing recommendations to the client|
|Evaluating the performance of content|
|Identifying existing company content|
True or false? Most clients won’t have much content to review. Therefore, you should only provide a content audit for clients who you know have a lot of content on their website.
Your new client is a travel company that helps businesses set up company team building activities and retreats. While conducting your content audit, you find a printed brochure with pricing details and customer testimonials. How should you evaluate the performance of this content?
Goal Setting and Assessments with Clients
True or false? You should only have the CEO, CMO, and main point of contact complete the stakeholder questionnaire.
Which of the following questions will help you understand your client’s soft goals?
You’re in the process of goal setting with your client and they tell you they haven’t been tracking data. How should you proceed?
Fill in the blanks: An example of a ________ goal is to grow revenue this quarter by 10%. While developing a new service offering in the next year is an example of a ________ goal.
The goals you set with your client should be all of the following, EXCEPT:
Creating a Strategy Plan for your Clients
Fill in the blanks: A strategy plan should ALWAYS be linked to your client’s ___________ .
All of the following are reasons why a strategy plan is important, EXCEPT:
Which of the following documents BEST helps guide your strategy plan for your client?
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.
What are the four main items to highlight in your strategy plan?
True or false? It’s important for your client to sign-off on the persona document.
Delivering and Demonstrating Value to your Clients
What should you do with your client’s ideas for work that are outside of the original project scope?
Your monthly reports should be all the following EXCEPT:
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.