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Charney Certified Agent

Module assessment

Client Intake and Qualification Checkpoint

Passing score 80% | 3 attempts allowed

Single ChoiceTrue FalseScenarioMulti Choice

Module Assessment Complete

The next module is now unlocked.

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A learner must apply client intake and qualification to a Charney workflow and produce visible evidence before advancing.

1. Which behavior best demonstrates the client intake and qualification standard?

Document the workflow and apply the Charney standardSkip the record and rely on memoryUse a personal shortcut without reviewWait until the client asks again

2. Module checkpoints should confirm comprehension before the learner advances.

TrueFalse

3. Scenario: a learner applies client intake and qualification incorrectly in a client-facing workflow. What is the best next step?

Review the relevant resource, correct the workflow, and document the learningIgnore it if the client does not complainDelete the recordMove the work to a private note

4. Which evidence should be visible after completing client intake and qualification work?

A clear source record, owner, next step, and review trailOnly a private reminderA verbal update with no recordA copied note outside Agent Hub

5. Select the Charney-aligned habits for client intake and qualification.

Use the approved workflowEscalate risk with contextDocument the client or operating evidenceBypass the record to save time

6. A module checkpoint should remain locked until required lesson work for that module is complete.

TrueFalse

7. Which Agent Hub note is the strongest manager-review record for client intake and qualification?

Client Intake and Qualification reviewed with source context, decision, owner, next step, and review timing visible.Handled this and will follow up later.Client seemed fine, no record update needed.Moved the details into a private note for now.

Names source contextIdentifies ownerShows review timing

8. Which scenario plan best applies client intake and qualification in a Charney handoff?

Use the source context, choose the correct Agent Hub record, document evidence, assign the next owner, set timing, and escalate risk when needed.Finish the work offline, then tell the team verbally when there is time.Move the handoff forward without a review cue because the learner already understands the topic.Skip the source context and use the same generic response for every client or project.

Uses source contextChooses record pathIncludes owner and escalation

0 previous attempts recorded.