In month 9 of their 12-month contract, your channel deal calls you to close their HubSpot portal. Assuming the contract for the portal is in their name, how do you respond? “Sure thing. The HubSpot portal senses inactivity and terminates automatically at the end of its first year if you haven’t used the software in the final 30 days. We can re-open after 90 days with everything still in place, if we need to.” “No problem. I can inform our HubSpot CC of your request. You will be responsible for the remaining payments between now and the end of the contract, but it will officially close one year from the original signing date, since you contacted us at least 45 days in advance. Let’s meet to discuss removing content and data from the portal before it closes.” “Sure thing. If you make one final payment, the remaining two months of the contract will be voided. Call HubSpot to tell them what we discussed.” “No problem. I can inform HubSpot of your request. We have a forgiveness agreement with them as a member of their Agency Partner program and we can close channel deal portals at any time.”

QUESTION In month 9 of their 12-month contract, your channel deal calls you to close their HubSpot portal. Assuming the…

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You and your agency’s cofounder both worked in higher education for years before starting the agency. You agree that because of your past experience, you want to work with clients in the same industry you’re familiar with. You feel you have the opportunity to build specialized content marketing campaigns for higher education clients and can be proactive when building lead generation campaigns. Which lead generation strategy would be the fastest way to get started selling retainers?

QUESTION You and your agency’s cofounder both worked in higher education for years before starting the agency. You agree that…

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A colleague sends you a link to a company that they think would be a good fit for a retainer with your agency. You start looking at the company’s website, and you notice they meet a lot of the secondary criteria of the prospect fit matrix, but they aren’t capturing leads through their website and they don’t sell something that involves a considered purchase process. Based on the prospect fit matrix, is this company a good fit for an inbound retainer?

QUESTION A colleague sends you a link to a company that they think would be a good fit for a…

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