Onboarding: Client Expectations

Client Expectations

This quiz should be completed after watching the "Client Expectations" training video.

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* 1. Name:

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* 2. What is something that is initially evaluated when a new lead first comes in?

The client's business model

The client's budget

The client's knowledge of what Clarity offers

All of the above

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* 3. If a lead seems to be a good fit for what Clarity offers, what is the next step?

The client speaks to our team of developers

Clarity's CEO reaches out personally to schedule a meeting

The Sales team schedules a Client Demo

The lead is turned over to the operations team to discuss pricing

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* 4. Where are the notes from a demo call kept?

The "Client Proposed" folder

In a Microsoft Teams chat with team leaders

In an excel sheet on the Sales team's One Drive

It is emailed to all team members

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* 5. Which of the following best describes scope?

The amount of traffic to their website that the client is hoping to achieve

The number of developers who will need to be assigned to a project

a rough example of what a client's finished website will look like

a detailed list of all the tasks it will take to complete a project

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* 6. What is the base-level price of our eCommerce implementation (with no customizations)?

$20,000

$30,000

$40,000

$50,000

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* 7. True or False: Clarity's licensing fees are charged every month that the website is live.

True

False

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* 8. True or False: Clarity's architecture contains various modules that offer different functions which we can "plug in" to a client's website.

True

False

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* 9. What happens after the scope and initial estimates have been "locked in" with the client?

CEO reaches out to meet with the client

The Sales Team allows the client to think about the offer for at least a week

The Sales Team discusses final negotiations and then onboards the project to the team

The client must then pay in full before the project can begin

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* 10. What is an example of an expectation given by the Sales team to the client before the project begins?

How they will engage with the development team

That the final estimate and scope may differ from the initial

That some line items my grow, change, be eliminated and/or be added

All of the above

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* 11. What is a dev site?

A client's live, finished website

A website which the client is given access to and can monitor throughout the development

The payment portal where a client can make payments to Clarity

None of the above