HubSpot Growth-Driven Design Agency Exam

When the strategist is running the planning workshop, which of the following is a great practice to help encourage the client to upgrade into a larger engagement package?

April 9, 2023

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Bring your sales rep into each workshop for them to explain the pricing of the other service packages.
Show them which action items on the wishlist could be implemented this cycle if they were to upgrade.
Walk through what you’ve built for other clients who have already made the upgrade.
As a group, read through a number of blogs which outline new best practices your team could incorporate if the client upgrades.

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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 your team is running into 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, work to fill gaps in service team capacity, and making it nearly impossible to accurately forecast future cash flow. Which would be the BEST suggestion to help solve this challenge?

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True or false? Building incentives into service team member’s compensation packages can be a good tactic to help drive upgrades and cross-selling.

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