Marketers and business owners alike are skeptical of marketing services. However, putting oneself in the shoes of the other may actually benefit both parties. Here, we’ve developed a number of practical procedures and practices to help agencies and clients collaborate more efficiently.

The Initial Conversation

The screening and negotiation process is bidirectional at first. While the customer compensates the agency, both parties must be compatible. Let’s examine each side’s part and how each side might improve.

For the Agency

An agency must be transparent, honest, and fair. Agencies must only accept accounts that are a good fit for their caliber. In order to define “fit,” we look for interest, a fantastic website, and difficult questions.

For the Client

Clients should always look for an agency that can focus on their needs. Thus, hire an agency with great reviews. Don’t just get an agency that offers low rates. Simply put, it is vital to choose an agency that is at a suitable level of development for your company’s goals. 

Discussing and Planning the Deliverables 

It is vital that the agency does not take on work that is outside of its core skills only for the purpose of increasing its remuneration. Meanwhile, it is vital for the client to retain enough authority to steer both parties toward a similar goal while without usurping the agency’s approach. It is crucial to agree on a single goal and then match the deliverable with the strategy for accomplishing that goal.

For the Agency

As an agency, strive for clarity with rapport and trust. This is the time to educate the client on the purpose and importance of each deliverable. Non-deliverable factors such as behind-the-scenes care, counsel, past experience, and so on are not to be overlooked. 

To assist you, create a sales proposal, follow a realistic timeline, and specify a singular objective.

For the Client

You are responsible for expressing your own strengths and flaws. Thus, recognize your abilities and get an agency that can hone your internal team’s best qualities. Here, you can outline your team’s first steps, and set some goals.

An agency can provide analysis, counsel, and hard-to-find experience, but it cannot replace in-house personnel. If both parties are correctly instructed and assigned specific deliverables, the connection will remain strong.

Pursuing the Project

As the connection grows, the majority of marketing and advertising initiatives follow a stage-by-stage procedure. This stage establishes the foundation for future collaboration between the agency and the client. 

The Agency’s Role

This is your chance to shine as an agency. The goal is to quickly develop a hypothesis about what will happen if certain changes are implemented. The only way to get from hero to zero is to articulate what you did, why you did it, and the results you saw. Communicate on a regular basis and meet your deadlines.

The Client’s Situation

You’ve chosen an agency, specified the deliverables, and are now ready to move forward. Schedule a project kick-off meeting. Ensure that every member of the agency’s team working on the project attends the meeting. You don’t want to interfere with the agency’s methods, but you do want them to realize the importance of completing the work efficiently. Simply sign up for weekly updates, continue to be informed, and wrap up your projects.

The Monthly Management

Once it’s over and the results are out, push for additional consulting. Both sides should always look for new ways to get the client’s favor. To ensure mutual enjoyment, the agency and the customer must collaborate.

For the Agency

You were not hired to come up with brilliant ideas, do tasks, and then submit half-baked reports. Don’t be an agency that abandons its clients. Always raise the bar.

For the Client

Become your agency’s favored client. Be confident that your agency will adore you and devote all of its attention to your needs. Relationships between agencies and clients are rarely strained owing to a lack of talent. Due to a lack of time and focus, they are unable to succeed.


When it comes to work, we must all act, behave, and be professional at all times. After all, we all want to improve one way or another. Now, with these suggestions, both clients and agencies can interact more effectively (and produce amazing results). 

Elly and Nora Creative is a top branding agency in Phoenix. We offer a personalized approach that fosters the holistic growth of your businesses. Work with us today!