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HubSpot Delivering Client Success Certification

Your monthly reports should be all the following EXCEPT:

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April 3, 2023

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Your monthly reports should be all the following EXCEPT:

Aligned to the goals you set with the client
Comprehensive and easy to understand
Focused only on numbers
Paired with the metrics your client needs to see in the report

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True or false? During your quarterly review meeting, it’s okay if things haven’t gone 100% as planned. However, only highlight things that didn’t go well to your client if it was something out of your agency’s control.

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