Engage and Retain Your Clients with the Executive Report
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By K-O, 11 months ago
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Proposal Builder, Resending updated proposal
By K-O, 12 months ago
15 MINUTES
This quiz contains 10 questions and will take you roughly 15 minutes to complete. Before taking this quiz, you should understand the benefits and impact the Executive Report has on customer retention, and how to present it to your customers.
The passing score is 80%. You can exit the quiz and return back at a later point. Good luck!
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Question 1 of 10
1. Question
True or False: You must always run a Snapshot Report in order to access the Executive Report.
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Question 2 of 10
2. Question
What do you need to connect to see a business’s organic keyword rankings on Google search?
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Question 3 of 10
3. Question
Match the section to the data it provides
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- rolls up key metrics from the Executive Report into impressions, engagement, and leads.
- details on how your clients’ Google Business Profile listing is performing in search.
- shows where a business stands in terms of accurate listings compared to others in your clients’ industry.
- an overview of a business’s online reputation and how your product has assisted them.
- surfaces data from Google Analytics, including users, sessions, and pageviews.
- a roll-up of all social media activity across your clients’ accounts.
- showcases the Impressions, clicks and conversions for your Google Ads and Facebook Ads Manager accounts.
- shows the fulfillment work being done for the business, like website build, ad campaigns, SEO work, etc.
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The Marketing Funnel
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Google Business Profile Insights
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Listings
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Reputation Management
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Website
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Social Marketing
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Advertising
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Project & Task Fulfillment
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Question 4 of 10
4. Question
Partners who use the Executive Report and connect a data source like Google Business Profile, see a __% increase in client retention rates, over 24 months, compared to those who do not use the Executive Report.
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Question 5 of 10
5. Question
How do you get new data into the Executive Report?
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Question 6 of 10
6. Question
What scheduled cadence options are available to automate Executive Report emails?
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Question 7 of 10
7. Question
Fill in the blank: The Executive Report was designed to deliver proof of _______________ reporting to your clients.
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Question 8 of 10
8. Question
True or False: You need to have accounts connected in Social Marketing for Recent Posts to populate in the Executive Report?
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Question 9 of 10
9. Question
What are the Recommendations within the Executive Report used for? (Select all that apply)
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Question 10 of 10
10. Question
Which of the following is NOT a feature of the Executive Report?
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