Onboarding: From a lead to a Client

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* 1. Name:

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* 2. What does RFQ stand for?

Ready For Questions

Response Frequency Queue

Read First Queue

Request For Quote

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* 3. Where do the majority of our leads come from?

RFQ and chat

Word of mouth

software that tracks visitors to our site

Both A and C

All of the above

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* 4. Which of the following is a best practice when communicating with clients?

Keep conversations brief and not "bogged down" in details

Follow up phone calls with detailed documentation

Never communicate via telephone

Only contact clients once a month so as not to waster their time

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* 5. What happens just after a lead is qualified?

The client is onboarded to the development team

The Sales Team creates a Teams channel for the project

The client is sent their first invoice

Non of the above

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* 6. True or False: An NDA is required for all projects.

True

False

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* 7. What should a PM check for when onboarding a client?

First payment for hours

an NDA

The client's preferred method of communication

An executed Project Agreement

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* 8. What is the purpose of the Project Agreement?

Protect the company

to lay out expectations for the client

to explain our billing process

All of the above

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* 9. Typically, how much does the Clarity eCommerce licensing fee cost?

$10,000

$12,000

$15,000

$20,000

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* 10. Which of the following is a true statement regarding the Project Service Agreement?

This is a fixed-cost agreement

This is a fixed-timeline agreement

This contract is legally binding

Either party can terminate the project and any unused hours will be refunded

None of the above

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* 11. What does the section of the Project Service Agreement on Intellectual Property state?

Once the client pays the licensing fee, they can reproduce it as much as they please

A client cannot reproduce our product

A client cannot try to use our own technology against us

Both B and C

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* 12. True or False: Clarity offers warranties on all of its projects.

True

False

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* 13. Which agreement does Clarity typically use for smaller projects?

Short-form agreement

Standard Project Service Agreement

They do not use a contract for small projects

Informal Product Agreement

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* 14. What does Clarity offer to clients who need 24/7 support?

Clarity does not offer 24/7 support

Premium Service level agreement, which offers 24/7 response time

They can renew their hours with us regularly

All of the above