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Client Onboarding Tips for Marketing Agencies

Wrike

Your marketing agency just landed a new client and your whole team is excited. But it isn’t long before you realize that you’re also wildly disorganized — and so is your client onboarding process. You have to dig through emails to figure out whether or not that client has signed your service agreement.

Process 48
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Agency client onboarding: 7 steps to building lasting relationships

Resource Guru

It’s tempting to think the hard part is over as soon as you’ve won the client. Your pitch was the winner, but is your agency client onboarding experience just as good? It’s what will set the tone for the rest of your client-agency relationship. Keep reading to learn: What is agency client onboarding ?

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31 agency challenges and how to tackle them

Resource Guru

Running an agency is not exactly a walk in the park. Agencies face plenty of challenges—spanning from cultural problems to client issues. The best way to deal with agency challenge s? Here, we’re listing the most common challenges that agencies face and how to tackle them. Read more about agency processes 3.

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Advertising agency workflows: 11 steps to building better processes

Resource Guru

Any thriving creative team is supported by a solid advertising agency workflow. This holds them accountable and helps them deliver results for clients. Traditionally, marketing and media channels have been print (i.e., And how do you optimize your ad agency workflow ? billboards and magazines) and broadcast (i.e.,

Process 52
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Agency SOPs: From chaos to consistency in 8 steps

Resource Guru

When you’re running (or working at) an agency, there are many moving parts. The answer is agency SOPs. Agency SOPs (or standard operating procedures), will provide an infrastructure to respond to tough client demands. She also shares tips for creating your own agency standard operating procedures.

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How to scale an agency: 6 steps to get started

Resource Guru

The agency industry is a crowded space, so when you ask yourself how to scale your agency , it’s not always clear where (or how) to get started. We know that scaling an agency can be a tough task, so we’re here to provide practical advice. So what exactly does this mean when you want to scale your agency ?

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5 Mistakes Creative Agencies Make When Managing Retainers

Function Point

Retainers tend to be an attractive option for both creative agencies and clients. With a retainer, the client knows their monthly expense will be consistent, and the agency knows they will have a steady stream of revenue coming in. A creative agency has a monthly “retainer” with a client, say for $10,000.