Session Objectives and Client Request Handling Quiz

Quiz
•
Professional Development
•
Professional Development
•
Easy
Larry Cummings
Used 12+ times
FREE Resource
10 questions
Show all answers
1.
MULTIPLE CHOICE QUESTION
1 min • 5 pts
Isla and William are chatting with a client. What do clients expect regarding ownership?
That we know who they have spoken with
That we offer discounts
That we provide free products
That we change their account number
2.
MULTIPLE CHOICE QUESTION
1 min • 5 pts
Zoe, Grace, and Anika are on a mission to help Kate Middleton! Can you spot the account name linked to Kate Middleton in the details section?
Enterprise Sales
Kelce - 4567 TIFFANY LN
Corporate Unassigned
Insured
3.
MULTIPLE CHOICE QUESTION
1 min • 5 pts
Benjamin, Jackson, and Abigail are on a quest to solve the mystery of the account owner! Can you help them out? Who is the account owner for the account "Kelce - 4567 TIFFANY LN"?
Jessica Dalglish
Kelce Tiffany
Corporate Channel
Tiffany Lane
4.
MULTIPLE CHOICE QUESTION
1 min • 5 pts
Henry, Maya, and Jackson are on a call discussing next steps. Which of the following is a great documentation tip to help them stay on track?
Do your best not to speak over the client
Ignore the client’s concerns
Log the call after a week
Only document if the client requests it
5.
MULTIPLE CHOICE QUESTION
1 min • 5 pts
During a call, Mason repeats what the client just said. Why might this be a smart move?
It ensures you have the right understanding
It wastes time
It confuses the client
It is unnecessary
6.
MULTIPLE CHOICE QUESTION
1 min • 5 pts
Nora tells Samuel, "Sounds like your agent dropped the ball." Why is this phrase considered a pitfall in professional communication?
Because it directly blames teammates and undermines client confidence in the organization.
Because it confirms ownership while offering support.
Because it avoids turnaround estimates.
Because it places accountability on the client.
7.
MULTIPLE CHOICE QUESTION
1 min • 5 pts
Avery and Ethan are both waiting to hear back from their agents. Which of the following phrases is the safest and most client-focused way to help them?
You’ll need to connect with your agent for next steps — I’ll send their info to you now.
Sounds like your agent dropped the ball.
I will assign/get you a new agent.
You should hear back in a day or two.
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