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Your client has expressed concern at you not meeting their digital marketing goals. They expected their sales to grow by 15% and you only achieved a growth of 10%. They’re starting to question whether inbound is the right way to go for their business and you’re unsure whether they will renew or cancel. How should you grade this client’s health?

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  • 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 HubSpot account manager.
  • Orange – there’s potential for the client to renew or cancel. Even though you’ve seen an improvement in performance, you need to come up with a plan to improve results even more.
  • Green – you’re confident the client will definitely upgrade or renew. While the client has expressed some concerns, you’ve still improved their performance.
  • None of the above – you don’t have enough information at this point to grade the client’s health.

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