Category: HubSpot Developing A Sales Plan Exam Answers

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What is the purpose of the “Approach Box” in the Sales Plan Template?

  • It’s to set 3 – 5 agency priorities that you will achieve in the next financial year
  • It helps you agree on your agency’s goals
  • It’s for you to give a high-level overview of your tactics that you will use to achieve your goals
  • It’s where you define your agency’s target market

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What steps should you follow to set your sales goals?

  • Set your goals in the 6-month sales goal box, then set your tactics to achieve your goals
  • Set your goals in the 12-month sales goal box, then set your approach to achieve your goals
  • Identify your activity metrics, then set your 12-month sales goals
  • Set your goals in the 12-month sales goal box, then list your 30-90 day milestones

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Looking at the following agency priorities, what would you recommend to this agency to improve what they’ve already outlined?

  • These priorities are in-depth and to the point, you suggest that they leave it as is.
  • These are SMART goals, so you suggest they make it more general for the overall priorities.
  • You identify that this is a good start, but you suggest that he go into more detail with these priorities.
  • To make it more comprehensive, you suggest that this agency adds in at least another 3 priorities.

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True or false? You have a draft of your buyer persona, but you haven’t completed all the primary research you need to make it more comprehensive. You can’t start setting up your sales plan until your persona is fully complete.

  • True – Buyer personas are the foundation of good inbound marketing and inbound sales. Moving forward now might mean you have to redo your sales work later on.
  • True – Creating your buyer persona is a one-time activity that must be completed before starting your sales plan.
  • False – Buyer personas are something that you continually revise and update over time. As long as you have the basic outline complete, you can move forward.
  • False – Buyer personas are more important for marketing than sales. It’s a nice to have, not need to have.

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