How to Build a Successful Agency-Client Relationship

Yours could be the best agency in the world in terms of results, but if your clients find it difficult to work with you, or you don’t align with their philosophy and culture, the working relationship is likely to fail. 

At Aprais we know stronger relationships build stronger businesses. It’s also true that for agencies, creating good working relationships can reap wider rewards – more than 50% of digital marketing agencies say their main source of new business is from client referrals.

It shouldn’t always be the case that the client chooses the agency. The agency should also be clear that the client is a good fit. Sometimes it’s a better business decision to pass on projects. Beyond this, there are a few basic principles to follow to build and maintain positive relationships.

Quick Takeaways:

  • Positive agency-client relationships are the key to business success for both parties.
  • Good communication is vital, as is having clear expectations on both sides.
  • Evaluation improves relationships and can even save failing ones.

1. Build trust with transparency and accountability

Be realistic about what you can achieve and hold yourself accountable. If you’re unsure, it’s best to err on the side of caution. Look at it this way, if you complete a project a week ahead of the deadline, your client will be delighted. If you deliver a week late, you’re risking losing their business.

2. Set clear goals and measure success

Ideally goals are set as a team, but if a client doesn’t set them this doesn’t mean that you shouldn’t.

Research by the Content Marketing Institute shows more than 50% of B2B content marketers either don’t measure ROI or are unsure if they do or not.

Further to this, only 4% of respondents stated that they were “very proficient” at using metrics to measure the results of their content marketing success.

This presents a clear opportunity for agencies to differentiate. Setting clear goals for success and presenting the results of campaigns in the form of measurable figures demonstrates value. It builds trust, boosts communication and accountability, and helps challenge by identifying future improvements.

3. Communicate regularly and effectively

It’s important for your clients to be actively involved in their campaigns and projects, and have the opportunity to ask questions and request changes.

You should make it clear from the start how your clients can contact you and how frequently they should expect to touch base. This might include:

  • Answering emails within a set time
  • Having scheduled weekly phone calls to discuss projects
  • Setting up regular review meetings
  • Sending reports and results of campaigns on a monthly basis.

Clients should be able to reach you on short notice in an emergency, but our data shows frequency of contact doesn’t in itself improve relationships. 

When you enter into a new agreement with a client, make sure that they know what level of contact to expect and also what you’ll need from them in order to work effectively.

Transparency is also key – if things aren’t going well, don’t gloss over the details. Your client will appreciate the honesty and you can work together to challenge and improve processes going forward.

4. Work in partnership

The best relationships are where both parties work as a team, rather than from a client-supplier model.

Keep your clients informed and involved with your processes so they can better understand how members of each of your teams can work together. Allow yourselves to be challenged and listen to feedback on how you can improve your processes.

Commit to ongoing innovation through regular brainstorming sessions and sharing of information so you can learn and grow together.

5. Evaluate the relationship

Our own data shows that evaluations improve relationships. Not all evaluations are created equally and using internal processes can create an ‘inhouse bubble’ and skew interpretations. For best results evaluations should be conducted on a six-monthly basis and incorporate a process whereby both parties evaluate each other. A regular process of evaluation can help turn around a failing relationship, which is ultimately more efficient and cost-effective than a lengthy pitch process. This requires a transparent, two-way conversation. 

Agency
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