Imagine you’re in an agency leadership team meeting discussing how to better manage client cancellations, renewals, and upgrades. The challenge is that you’re never sure what the client is planning to do until the last minute. This is causing the sales team to scramble to find another sale and work to fill gaps in service team capacity, and it is making it nearly impossible to accurately forecast future cash flow. Which would be the BEST suggestion to solve this challenge?

Implement a “likelihood of renewal” scoring system. Score each client two months prior to their renewal date, and create different

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Imagine you’re talking to a prospect during the goals and planning call. You’ve introduced the concepts and high-level GDD process. The prospect seems to be in agreement and is excited about getting started with the launch pad website. As the conversation progresses, they bring up more and more pages and ideas for the new site, making you a bit nervous. Which of the following is the best way to gain a better understanding of the scope of the launch pad they are thinking about?

First, expand the conversation to also include traditional web design. Second, if the prospect continues to give ideas, sell them

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