Client Relationship Management Flashcards
7 cards from real CET practice questions. Tap to flip, then mark Knew It or Still Learning — missed cards come back until you master them.
Read the first 7 Client Relationship Management flashcards as text
A long-time client's new CMO signals they may put the account up for review. What is the most effective move?
Answer: Request an early meeting to learn the new CMO's goals and present results and fresh ideas
Engaging new leadership early with proven results and ideas that match their goals helps keep the account.
Which behavior best shows active listening during a client discovery session?
Answer: Paraphrasing what the client said and asking clarifying questions
Paraphrasing and clarifying questions confirm understanding and show the client they were heard.
An experiential client asks the agency to send attendee data collected at an activation to a third party not covered in the consent notice. What should the agency do?
Answer: Advise that it would break the consent terms and privacy rules, and suggest compliant options
Using data beyond what attendees consented to creates legal and reputational risk, so the agency should advise against it.
What is the purpose of a Quarterly Business Review (QBR) with an experiential client?
Answer: To review performance, line up on upcoming priorities, and spot growth opportunities
QBRs step back from day-to-day work to look at results and plan strategy together.
A client keeps missing approval deadlines, which puts the production timeline at risk. What is the best action?
Answer: Point out the timeline impact in writing, propose new deadlines, and explain what happens if they slip
Clearly explaining what delays will cause keeps the client informed and sets fair expectations about cost and timing.
Which approach to managing client expectations is generally recommended?
Answer: Set realistic commitments and aim to exceed them
Realistic commitments that you then exceed build trust and client satisfaction.
After a successful activation, what is the best way to ask a satisfied client for a referral or testimonial?
Answer: Ask soon after you share strong recap results, and make it easy with a short request
Asking while results are fresh, and keeping the request simple, makes clients more likely to say yes.
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Sources & references
Exam facts on this page (fees, format, dates, passing scores) are checked against these official sources; the date is our last check. Editorial policy
- isep.co — Eligibility, fees · verified Oct 2026