- 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.
Download HubSpot Solutions Partner Certification Exam Answers (PDF)