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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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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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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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Agency capacity planning: 11 steps to better margins

Resource Guru

Capacity planning plays a key role in agency profitability. Now, you’re looking at some serious employee, culture , and workflow problems, not to mention declining client happiness. Safe to say, there’s a lot riding on agency capacity planning. We’ll cover: What is agency capacity planning ? Do it less well?

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Agency process guide: Mastering your agency processes

Resource Guru

The problem is that when there’s no agency processes in place, and your team isn’t organized properly, the latter tends to take up a lot of time, and may make up more of your day than is spent on your client-facing projects. When it comes to efficiency, the structure and operations of most agencies don’t set workers up for success.

Process 52
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Agency tech stack: 44 solutions to supercharge your teams

Resource Guru

Building your agency tech stack isn’t easy. You have to think about the usability and adoption for both your team and your clients. You might be here because you’ve just joined an agency and inherited a lot of tech debt, you’re looking to optimize your existing tech stack, or you might be building one from scratch.