Assign your prospect homework, like a questionnaire. Summarize and recap your exploratory meeting with a follow-up email. Schedule a solution design and planning call no later than one week after the exploratory meeting. Test for budget as you close the exploratory call. Download HubSpot Solutions Partner Certification Exam Answers (PDF)
After you introduce yourself, ask for permission before moving forward. Be more explicit in the solutions you can provide. Find someone at the prospect’s company you know personally and reference their name. Don’t make any changes, this sound bite follows all of the best practices. Download HubSpot Solutions Partner Certification Exam Answers (PDF)