You’re about to close your exploratory call. Based on what you’ve learned from the prospect, they are a great fit for working with your organization and they seem excited about inbound marketing. The CEO of the company asks you to create a proposal for their team because they couldn’t all be on the call. What should you do?

Because they seem like a good fit for your organization and for an inbound retainer, agree to create the proposal.
Instead of a proposal, offer to set up another exploratory call at a time when the rest of the team can meet.
Suggest that you schedule a solution design and planning call instead so that you can understand their goals and put together the right activities to help them reach those goals.
Assign homework for the team to complete. If they do the action items, create a proposal.

Sources: Hubspot Solutions Partner Certification Course

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