True or false? You only need to run a post-call debrief after a cancellation call, not a renewal call.
True False CLICK HERE TO DOWNLOAD FULL EXAM ANSWERS SHEET To see all the questions and correct answers of the
Read moreAuthor: Jane Hanson
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 alerts CLICK HERE TO DOWNLOAD FULL EXAM ANSWERS SHEET To see all the questions
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 moreTrue 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.
Read moreFill in the blank: A ____________ is a great way to perform health checks with your clients.
Net Promoter Score survey service level agreement business one-page questionnaire renewal call CLICK HERE TO DOWNLOAD FULL EXAM ANSWERS SHEET
Read moreTrue or false? Ongoing client management means simply providing constant communication to your clients.
True False CLICK HERE TO DOWNLOAD FULL EXAM ANSWERS SHEET To see all the questions and correct answers of the
Read moreTrue or false? Debrief your past onboarding experiences to understand what worked well and what didn’t.
True – set a meeting with all your past clients to learn what you could have improved on. True –
Read moreWhat are some of the ways to use automation in your onboarding process?
Use the HubSpot meeting tool to make it easier to schedule client calls Create email templates in HubSpot Sales for
Read moreTrue or false? In order to review and workshop your onboarding process, you need to get all stakeholders in a meeting to review the current process and identify what works and what doesn’t.
True False CLICK HERE TO DOWNLOAD FULL EXAM ANSWERS SHEET To see all the questions and correct answers of the
Read moreWhich of the following is NOT a step to optimizing your onboarding process?
Collect information about your current onboarding process Review and workshop the onboarding process Update your existing onboarding process Send your
Read more