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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...

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...

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...

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...

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

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...

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...