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3 Reasons Marketing Agencies Need to Collaborate with their Clients

 

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customer client collaborationA former boss of mine had a great turn of phrase for the almost fatal independence he thought some internal project teams were given - he called it the "bat and bow syndrome." It referred to how management, either sensing an opportunity or panicking, would give an in-house innovation team the assignment of coming up with the company's next big idea. This team would accept its mission, and head off to brainstorm. They would take the best idea they came up with, put a big "bow" on it, and present it back to management. But because management knew nothing of the process, the research conducted or the insights used to come up with the idea, they would react like people sometimes do to new ideas - deem them unfeasible and risky, and bash them into smithereens with a "bat." Hence the Bat and Bow.

Online marketing companies pitching and selling inbound strategies need to be wary of the bat and bow themselves. They're being brought on board to implement new tactics, likely aimed at transformational goals and measured by unfamiliar metrics. The smartest thing these companies can do is collaborate with their clients from day one. Inbound marketing is an organic process, and leaving your client on the sidelines for the ramp-up stage makes little sense for either side.

1. Collaboration Helps You Achieve Results Faster

Many agencies find themselves backed into a "non-compete" corner without ever signing anything. They'll achieve some awesome results for Client A, get a retainer deal, and then not work with another player in that industry to protect their relationship with Client A. This means, in many cases, acquiring a new client means the needing to learn a new industry.  It will take you time to navigate the ins and outs of your new client's world well enough to create expert content about it. You won't know the thought leaders in their space, or the sites to target in link building campaigns, without considerable research. You will be hamstrung.

Clearly convey to your client that certain things need to happen immediately - like blogging and crafting offers for lead generation. Have them designate some folks on their end to collaborate with you for these mission critical items - because each day these do not get done is a day without the potential for progress. You will drive results sooner, and in turn, prove your value faster. All despite a learning curve.

2. Collaboration Gets You Buy-In

The same former boss that taught me that people will help implement what they help create. By involving members of the client team in the development and execution of inbound strategies, you get them vested in the process and results. The more people that know the method to your madness the better. Collaborate to make sure they not only understand your methodology, but play a role in the execution. Have the CEO write a blog. Teach the sales team how to effectively use social media. Let them all see a campaign or two run start-to-finish from the trenches. They'll understand the value you provide at a deeper level, and quickly go from onlooker to advocate.

3. Always Be Testing

Testing is a crucial piece of the inbound marketing puzzle. If you're starting at square one with your new client, you'll likely have a lot of work to do on their site. Educate their team on the "why" enough for them to help with the "how." Asking for additional cash to run some PPC campaigns might not make sense at the get go, especially if it's soon after they hired you to increase organic traffic.

But if you help them grasp the concepts, they'll take your counsel on why spending dollars immediately to test search terms through PPC will pay off in the long run. They might even come to the conclusion themselves! Collaboration leads to communication, and communication leads to a better expectation-setting around resources.

How have you involved your clients in projects? Has it helped?

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Posted by Patrick Shea on Fri, May 13, 2011 @ 09:00 AM

COMMENTS

Extremely well said, Patrick!  
 
Collaborating from day one (way before the sale is made) is key! 
 
Agencies who are still pitching blind are still wasting most of their time. I was on a call the other day with a lady who said she spends 70% of her time writing proposals. When I asked some clarifying questions and offered some advice, she resisted and said, "I'm a really good salesperson".  
 
I think she needs to read this one.  

posted on Friday, May 13, 2011 at 9:14 AM by Peter Caputa


And from Peter's webinars, he states this right up front with passion. When I see web design companies incorporating tactics (such as blogging, SM, etc.) it is hard not to roll my eyes. 
 
 
 
You cannot achieve desired results pitching and selling without it.  
 
 
 
Good post Peter, going to use some of this in about 20 minutes. 
 
 
 
thanks,

posted on Friday, May 13, 2011 at 9:33 AM by Doug


Good post but isn't it stating the "obvious". 
 
However the reality is that; 
 
1/ Not all agency senior people are able to drive their teams and clients to this collaborative mode. 
 
2/ There are still many clients who keep their agency at arm's length (these one are the most prone to complaining ...)

posted on Friday, May 13, 2011 at 10:33 AM by Olivier Riviere


@Olivier 
 
Stating the obvious? Maybe to you. Not to most, I think.  
 
It is obvious to some. But, I'd say that most agencies don't get it and don't do it right, whether they are big or small.  
 
Re: #1, Shouldn't they be fired if they are ineffective leaders? 
 
Also, re: #2, If a client keeps an agency at arms length and stands in the way of letting the agency help them be as successful as they want/need to be, shouldn't the client either be a) fired or b) talked to? Shouldn't the onus of making this happen be on the agency? If the client is complaining persistently, isn't that the agencies fault? There's a rule I follow in sales or account management: when it goes bad and stays bad, it's always the seller's (ie agency's) fault for not anticipating, addressing, fixing or fire-ing. Isn't anything else just excuse making? 
 
What do you think?

posted on Friday, May 13, 2011 at 11:11 AM by Peter Caputa


Hi Peter, 
 
I like your reaction (no irony in this)! I had written obvious between brackets which meant that it should be obvious but, often, it isn't.  
 
I fundamentally agree with the essence of your article: if you want to achieve results, you need to work as one team. The agency side needs to bring a broad view on what is feasible and the client side needs to bring the deep knowledge of the company’s business and context. Only the combination of the two can bring sustainable results. 
 
Yes senior people on the agency side must lead their team to be proactive and manage all the aspects of a complex relationship. This makes the job fascinating. 
On the client side, the key skill is to be able to partner, with the agency team but also with colleagues. A long career on both sides has shown me that you often come across with people or team who present alarming weaknesses compared to their level of responsibility, even in companies with big names. 
 
All in all, this is a people business combined with complex business parameters. This makes the beauty of it. 
 
Hope this help 
 
Olivier 

posted on Friday, May 13, 2011 at 1:14 PM by Olivier Riviere


Well said, Olivier.

posted on Friday, May 13, 2011 at 1:23 PM by Peter Caputa


Yes, agencies should collaborate with clients to learn the ins and outs. On that same note, clients have to collaborate with their agencies. 
 
Seems like once an agency is selected or a partner in the online marketing efforts, the input could dry up. Input on the impact on the bottom line, changes in the industry and in the business itself are key components to any successful content partnership. 
 

posted on Monday, May 16, 2011 at 4:08 PM by Rebecca Dutcher


@REbecca,  
 
This is why we recommend that agencies set up closed loop marketing analytics (CLMA). CLMA helps agencies and their clients determine which marketing activities are producing how much traffic, leads and sales. It also helps the client's sales team to prioritize their time on the best leads and connect with them at the right times.

posted on Monday, May 16, 2011 at 5:14 PM by Peter Caputa


Patrick, 
 
Please expand on your comments about self imposed exclusivity for an agency in a given industry.  
 
Should agencies state up front that they will not be backed into an exclusive relationship that effectively limits their ability to attract new clients in an industry they will now have some expertise in? 
 
Or should agencies agree not to go after competitors of clients because they would in effect be working to accomplish the same things in the same space as the original client? 
 
We find this to be a tight line to walk in many cases. We have agreed in writing not to work for competitors of clients - with an increase in fee/retainer commensurate with the trade off. 
 
In other cases it is assumed by the client that we would not solicit business from a direct competitor.  
 
Are you saying that in order for an agency not to be hamstrung they should go after competitors of clients because the agency now 'knows' the industry. 
 
Collaboration is key - great post!

posted on Sunday, May 22, 2011 at 11:05 AM by todd hockenberry


Patrick- 
 
Good post. I'd like to bump Todd's question, which could lead to a whole separate post. What type of exclusivity do most agencies assume, expect, infer, etc. I think that by allowing us, the front-line troops, to collaborate on this subject could provide a great benefit to all. I feel the exclusivity is a good thing, but I've only signed one actual, hard-copy agreement. I've never had anyone else ask...but I've seen an eyebrow or two raised. What do you think is the best practice in reference to client exclusivity? After all, it can potentially be very limiting. Do you agree with granting industry exclusivity for certain spending dollar amounts?  
 
Thanks! 
 
-R

posted on Tuesday, May 24, 2011 at 11:42 AM by Rob


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