True or false? To use the prospect fit matrix, you must have a conversation with the prospect first.

Studies show that prospects forget 50-80% of what was discussed only a single day later. How can you avoid that happening?

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)

True or false? At some point in the sales process, you must demo the HubSpot software.

True — the prospect is going to be purchasing a HubSpot license, so they should see what they are getting for their money. True — the prospect needs to see all the HubSpot tools so they can pick and choose which ones they’d like you to focus on in your services retainer. False — showing […]

You’re about to close your exploratory call. Based on what you’ve learned from the prospect, they are a great fit for working with your organization and they seem excited about inbound marketing. The CEO of the company asks you to create a proposal for their team because they couldn’t all be on the call. What should you do?

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 […]