HubSpot Client Management Certification

Fill in the blank: While all stages of the client lifecycle are important, the _________ stage is especially critical because it’s the first time you’re engaging with a client after they sign on with your agency.

April 15, 2023

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onboarding
post-onboarding and continuing client management
renewal
ongoing management
ending retainer

HubSpot Client Management Certification Exam Answers

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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?

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True or false? During the onboarding stage, you should give your client all the information and next steps they need for the entire retainer in one meeting.

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