Optimizing the Relationship
Create a continuous improvement mindset that builds long-lasting, productive Client/Agency relationships. Both sides believe that they have achieved “win-win.” Proactively keep relationship vibrant through a robust insight and feedback process. Our four-part process effectively promotes desired behaviors and produces effective results.
PLAN
- Formalize objectives and components of annual relationship management process
- Establish calendar of activities with specific actions and delineated responsibilities
- Develop customized templates and scorecards acceptable to both parties (scope tracking, time/cost reporting, key performance indices for incentive compensation)
TRACK
- Maintain and monitor templates and scorecards on a monthly or quarterly basis
- Conduct formal quarterly dialogue between key Client and Agency stakeholders
EVALUATE
- Deploy semi-annual Agency Qualitative Evaluation and Agency self-assessment
- Ensure appropriate feedback is shared with Agency and action plans are developed
REFOCUS
- Manage annual renegotiation process – Scope of Services, Agency Staffing Plan, financial components, qualitative criteria and quantitative incentive metrics
- Memorialize pertinent changes in commercial terms with a contractual amendment
Promote Desired Behaviors
- Communicating openly, honestly, and with candor
- Aligning marketing programs and incentives with desired company results
- Linkage across internal departments (Marketing, Finance, Procurement, Legal)
- Sustaining and building upon an environment of trust and mutual respect
Produce Tangible Results
- Identified cost benefit demonstrates stewardship of limited marketing investment
- Agency compensation directly tied to value derived from meeting agreed goals
- Repetitive and iterative processes clearly reveal whether progress is being made
- Fact-based, analytical approach yields a definitive marketing ROI calculation



