HubSpot Client Management Certification
When 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
A client with specific business goals
A client...
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True or false? When a client asks you to complete tasks outside the scope of the retainer, you should always agree to do them....
True
FalseHubSpot Client Management Certification Exam Answers
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True 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 - upsells only happen during a renewal, since...
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All 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 the client’s account with your internal team and...
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Your client has expressed concern at you not meeting their digital marketing goals. They expected their sales to grow by 15% and you only...
Red - the client is most likely going to cancel. Prepare your cancellation call with the marketing manager, notify HubSpot, and pass their contact details on to your...
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What 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 aboveHubSpot Client Management Certification Exam Answers
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Fill 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
alertsHubSpot Client Management Certification Exam Answers
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All 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 client
Help negotiate for your client’s needsHubSpot Client...
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True or false? It’s important to adopt soft skills to align with your client on a personal level.
True - finding areas of commonality will help you establish trust early on and open the conversation with your client.
True - the most important thing is to...
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True or false? You only need to run a post-call debrief after a cancellation call, not a renewal call.
True
FalseHubSpot Client Management Certification Exam Answers
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