- 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.
You wrap up an exploratory call with a prospect and after going through CGP, TCI, and BA, you give them a score of 5 out of 10 (10 being the highest). You decide to assign the prospect more homework to see if they’re committed to inbound. Is this a good decision?
Any time a prospect scores five or below, don’t spend more time on them. De-prioritize the prospect and spend less time and effort on them. If you think they might still be a good fit, you could test the prospect’s commitment by assigning more homework. You should assign homework to all your prospects. You might […]
Still accepting project-based work if the prospect can’t afford your retainer. Offering only 12-month commitments to your retainers because inbound takes time. Kicking off your engagement with a trial period to establish quick wins first. Coaching your prospect to manage inbound internally. Download HubSpot Solutions Partner Certification Exam Answers (PDF)
If you want to learn how to plan and deliver an impactful, personalized demo of HubSpot that focuses on the goals and challenges of your client,, which course would you take?
Partner Demo Course Delivering Your Why Go HubSpot Educational Pitch Grow Accounts Better with Expanded Services Guided Client Onboarding Certification Download HubSpot Solutions Partner Certification Exam Answers (PDF)