Assign homework so you already have this information before the call. Conduct the meeting over video to make it a more personal experience. Wait to cover measurable targets until the prospect has your proposal to encourage them to close. Do the exercise via a whiteboard or spreadsheet to run through different scenarios. Download HubSpot Solutions […]
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)