What are the three main categories of Guided Client Onboarding?
Fundamentals, Implementation, Review Setup, Campaign, Audit Discovery, Execution, Review Foundation, Integration, Implementation
Read moreAuthor: Roger Johnson
What is Guided Client Onboarding?
The process in which you deliver inbound services for your customer independently without any help The process in which your
Read moreWhen identifying which clients are a good-fit for upselling, all of the following criteria is important, EXCEPT:
A client with only 20-50 employees A client who represents the type of account your agency wants to work with
Read moreTrue or false? Upsells should only happen during the renewal call.
True – you shouldn’t bring up any upsell opportunities until the renewal, since this will just distract your client. True
Read moreAll of the following are best practices for growing your existing client relationships, EXCEPT:
Keep track of events that are important to your client Understand your client’s goals and perform ongoing reporting Regularly review
Read moreYour client has expressed concern at you not meeting their digital marketing goals. They expected their sales to grow by 15% and you only achieved a growth of 10%. They’re starting to question whether inbound is the right way to go for their business and you’re unsure whether they will renew or cancel. How should you grade this client’s health?
Red – the client is most likely going to cancel. Prepare your cancellation call with the marketing manager, notify HubSpot,
Read moreWhat are some negative signals to look out for from your client?
A drop in tool usage Skipping your check-in meetings A bad attitude All of the above
Read moreFill in the blank: An account manager should be continually reviewing their client’s account and performing _________ throughout the client’s lifecycle.
health checks renewal calls goal setting alerts
Read moreAll of the following are best practices for ongoing client management, EXCEPT:
Schedule calls and create call agendas Avoid making your client interactions touchless where possible Be a brand advocate for your
Read more