How To Have The Perfect Client/Agency Relationship

How-To-Have-The-Perfect-ClientAgency-RelationshipHow-To-Have-The-Perfect-ClientAgency-Relationship

In this day and age, hiring a digital marketing agency to help your business with digital services has become almost a necessity. Hiring an agency can decrease the costs associated with having an in-house team, and it can help you stay ahead of your competitors.

Since these relationships have become more common, it is important to have a communication plan in place; after all, both parties are striving to be successful and they are dependent on each other to accomplish their goals.

However, sometimes things get lost in translation, which is why I will give you a few tips to foster the perfect client/agency relationship!

As an Agency, What Can You Do to Better Support Your Client?

Find their preferred way of communication

As soon as you know your client’s preferred way of communicating, you can be on your way to the best relationship. Just ask how they like to convey information. Whether it is with a phone call, an email, or an in-person meeting, you will achieve more by relating at their level.

Establish expectations from the beginning 

It is your job to help the client understand that without their help, their campaign will have a harder time succeeding. It is always helpful to have a “point-of-contact” inside the company you are supporting. It is crucial to stay in the loop.

Schedule regular check-ins with your client

Just like you, your client or point of contact has other responsibilities. Establishing a weekly or bi-weekly check-in can help everyone stay on task.

Ask questions often

Your clients are inside of their company, so sometimes they might forget to tell you something because they might think that it is not important or relevant. Follow up questions can help you get the full story. 

As the Client, What Can You Do to Better Support Your Agency?

Keep your agency in the loop by informing them of recent changes and more 

You know when a person is talking about a dream they had the other night and you tune them out? I can promise you that your agency will not do that to you. The little details that you think are not important might make or break your campaign. We care about everything! Don’t worry about summarizing. We will take what we need and get rid of what we don’t. In this case, more is better.

Alert them on possible reputation management issues

If something happened internally, we want to know. We can always suggest ways for you to heal a relationship with a disgruntled employee or customer. By letting us know, you also give us the chance to protect your business online.

Communicate about content preferences

Expectations should be clear from the beginning. Make your agency aware of internal policies, appropriate language, and brand voice. Approving content before it comes out can help to minimize mistakes.

Provide Timely Feedback

Handling digital marketing services for brands, including search marketing, social advertising, social media, reputation management and website administration, among others, are very time sensitive. If an issue arises and your agency contacts you, the best policy is to provide timely feedback.

If you want to have a successful digital media plan and strategy, and you have hired a third party agency to help you achieve your goals, it is very important that you understand the expectations the agency will have of you.

Most relationships in the real world are mutually beneficial, and the one a business has with their agency is no different.

At Social Firm, we expect clients to care as much as we do! The best client/agency relationships we’ve had are the ones where the point of contact becomes our eyes and ears. Keeping our team in the loop always helps us bring our clients’ stories to life!

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Matt Erney
STRATEGIC MARKETING DIRECTOR
After founding Social Firm in 2010, I learned that having a healthy business online requires an equal balance of messaging, design and marketing. My vision is to help businesses compete in the marketplace by simplifying, clarifying and then amplifying their message.

I currently lead the Strategic Marketing team at Social Firm. I believe that to achieve greatness, one must be intentional and move quickly with focus beyond one’s self. I love Columbus and am energized by helping businesses realize their digital potential.
Jason Willis
CREATIVE DIRECTOR
Like many in the design world, I started out as a freelance. My early career was on the sales and marketing side of business, and I’ve worked with, and for several large companies. However, my greatest joy is helping and sharing in the success of locally owned organizations.

When I’m not tailgating at an OSU game or playing tennis, I love traveling and creating new experiences with my best girl Kelly and my "little gentleman" dog Charlie. I like visiting all the new restaurants popping up around town and seeing which one can make the best Old Fashioned.
Julie Englerth
EXECUTIVE ASSISTANT
Julie is fully remote and hails from Longview, Texas, deep in the heart of the “Piney Woods” of East Texas where she lives with her husband and three amazing kids. She is also an experienced worship leader at her local church where her husband is a full-time worship pastor. Julie is passionate about encouraging and empowering people around her, leading worship, leading small groups at her church, or spending time with her loved ones.

She works closely with Matt in day-to-day communications and strategic planning. She has a knack for learning new things quickly!
Laura Elliott
Senior Digital Strategist
I have been in the digital marketing space since graduating from Xavier University in 2012 and I have experience in both the B2C and B2B realms. I specialize in digital advertising and have seen how it has evolved and grown over time. It has been exciting to keep up with all the new developments and changes throughout the years in the world of advertising and I thoroughly enjoy researching ways to leverage these changes to improve success for my clients. Throughout my career, I’ve honed and adapted my skills in data analytics and lead generation and enjoy learning about new industries and driving success for each of my clients!

When I’m not at work, I love to spend time with my family and traveling. My main goal is to travel all over the world with my husband and son!
Ally Gatien
DIGITAL SPECIALIST
Since graduating from the University of Dayton in 2021 with a focus in Marketing, I have worked for both a small local media agency and a large television station. In my professional career, I am most recently coming from a Digital Sales Coordinator role where I was able to focus in on all Digital Marketing tactics after learning about the world of broadcast TV. I am passionate about helping others and I look forward to being able to help countless local businesses as a Digital Specialist on a more efficient and effective scale!
Geno Marinelli
DIGITAL SPECIALIST
A fresh graduate from The Ohio State University, I’m excited to absorb as much as I possibly can! With prior experience in both advertising creative and strategy, I’m excited to learn from the best. I enjoy staying ahead of the curve, understanding or contextualizing the latest trends and developments in tech and Marketing. If there’s a disruptor, I want to know how it works, why it’s working, and if it can work for us.

As a Digital Marketing Specialist, I will assist in strategy, implementing changes and new initiatives on behalf of our clients helping them to reach their goals and achieve results. My favorite part of any final reveal is the before and after; the side-by-side comparison of the old and the new motivates me to always be looking for new and innovative ideas.
Terence Womble
CONTENT MANAGER
I spent the first half of my career working in public relations and marketing mostly in New York City but also in Toronto, Philadelphia and Columbus. Even with clients as diverse as Philip Morris, The Philadelphia Coca-Cola Bottling Company, Shakespeare in Central Park, CAPA, Jazz Arts Group, or Broadway shows, the common theme has been compelling stories. Helping craft and share stories for our clients is my passion.

Other passions? Sure. Tennis, jazz, classical music and classic disco; reading, documentaries, fact-based dramas, and forensic crime shows. I also enjoy a perfectly mixed and presented Manhattan – up or on the rocks.
Sheena Erney
ACCOUNTING
I spent over 10 years in corporate banking and quit corporate life to be a stay-at-home mom before my second child turned one. I love taking my four little ones on adventures, but I missed the hustle and bustle of work life. It’s exciting to work for a small business where we can so easily stay up to date and develop our processes as business needs change. Best of all, I get to work with my husband!

When I'm not working, I enjoy golf, reading, traveling and playing cards. Watching our four children learn and grow is one of the greatest joys of my life.
Doug Bierl
STRATEGIC PROJECT MANAGER
I have an inherent desire to help people and I like to figure out how to best connect people with something they need. That led me to a career in marketing and client services, primarily in marketing strategy and planning in product management, advertising account management, and marketing consulting.

When I’m not at work, you may see me walking the streets of Westerville with my wife, Julaine, or in a cafe meeting with a guy talking about life and faith. I value time with family, staying physically active and being outdoors brings me energy and joy.