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We aim to keep our calls around 45 minutes. According to the QA grid, what is the grace period for time management?
+/- 10 minutes
Name 2 items that are an auto-failure if missed on a certification call
Not giving a call disclaimer or not verifying the account ID
You are logging a call after helping a client launch a campaign using a custom audience. Do you log Acquisition or Retargeting?
Retargeting
You are logging a call after helping a client launch a campaign using a lookalike audience. Do you log Acquisition or Retargeting?
Acquisition
You are logging a call after helping a client launch a campaign using a core audience. Do you log Acquisition or Retargeting?
Acquisition
True or False: If a client asks you to speak with their marketing personnel, we can only do so if that person is an admin on the account
FALSE - as long as they have the ad account ID, we can discuss ads with them
True or False: we must verify the client's email address by asking if the one we have on file is correct
FALSE - they must provide their own email
True or False: If a client cannot figure out how to set up their ad, we can show them how to do it on our own screen by sharing over Bluejeans
FALSE - never share your screen! This is a security risk!
How many prep items should be displayed on each call?
3
After we click "publish", what do we still need to do before closing the call? (4 items)
Schedule our next call, recap, go over next steps, set an agenda for our next call
What do we need to manually include in every follow up email?
The survey link
When are you expected to recap on your calls?
At two points - after discovery, and at the very end of the call
If our client cannot implement right there on the call, what must we do? (3 items)
Get a commitment that they will implement, schedule a follow up, send an email recap
Where can we go to find budget recommendations and guidance?
Knowledge Base
Put these items in the correct order: Send Bluejeans, Ask for input, Recap discovery, Pitch, explain FAB,
Recap, Pitch, FAB, Input, Bluejeans
Name 2 sources that we can use to prep for a call
Ads manager, client website, CRM, Facebook page, IG page, etc.
When is it appropriate to ask the client if they have pixel?
Never - that should be uncovered in our preparation
If you are unsure of what question to ask, what is a source that you can use to help find relevant questions and also determine a recommendation?
Pitch Wizard
What are the 5 discovery items that need to be covered on every single call?
Goal, Budget, Audience, Creatives, and Seasonality/Promos
Give an example of using your preparation to lead into discovery
"I saw on your website that you are running a promo, can you tell me more about this?" (or similar)
Name 2 things that we should always include in our agenda
The time duration and set expectation that we will implement on the call
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