Strategies and tactics for strengthening relationships with an agency partner

Published about 2 months ago

The strategy "Strengthening relationships with an agency partner" focuses on three main areas: enhancing communication protocols, understanding client needs deeply, and ensuring satisfactory service delivery. To enhance communication, it emphasizes establishing regular meetings, creating shared platforms like Slack, and setting clear response guidelines. For instance, weekly meetings and monthly video conferences help ensure transparent interaction and project updates.

Understanding client needs involves thorough initial assessments and ongoing engagement through quarterly meetings and satisfaction surveys. This helps align agency activities with client goals. For example, personalized client roadmaps and advisory boards ensure continuous feedback and adaptation to evolving needs.

Ensuring satisfactory service delivery requires setting clear performance metrics and conducting regular reviews. This includes weekly check-ins with Client Account Managers and quarterly brainstorming sessions to improve service quality. Tools like project management software and structured onboarding processes help track deliverables and enhance client experience.

The strategies

⛳️ Strategy 1: Enhance communication protocols

  • Establish regular weekly meetings with agency partner
  • Create a shared communication platform like Slack for transparent interactions
  • Set clear guidelines for email and message responses within 24 hours
  • Organise monthly video conferences for detailed project updates
  • Implement a feedback loop to address concerns in real-time
  • Schedule quarterly review sessions to evaluate communication effectiveness
  • Create a newsletter summarizing key updates and highlights
  • Develop a crisis communication plan for urgent matters
  • Set up regular touchpoints to verify alignment with agency objectives
  • Conduct annual training sessions on effective communication for teams

⛳️ Strategy 2: Understand client needs deeply

  • Conduct a thorough initial needs assessment with the client
  • Hold quarterly meetings to review and update client needs and goals
  • Develop a client satisfaction survey and distribute it quarterly
  • Set up a dedicated client feedback portal
  • Implement bi-monthly check-ins focused on client-specific issues
  • Create personalised client roadmaps based on their business objectives
  • Introduce a client advisory board for continuous feedback
  • Review and analyse client feedback to identify patterns
  • Incorporate client needs into strategic planning sessions
  • Hold annual workshops with clients to co-create solutions

⛳️ Strategy 3: Ensure satisfactory service delivery

  • Establish clear performance metrics and KPIs for service delivery
  • Align quarterly goals with client expectations and agency capabilities
  • Conduct regular internal reviews to monitor service performance
  • Hold weekly check-in meetings with Client Account Managers
  • Implement a structured onboarding process for new clients
  • Utilise project management tools for tracking deliverables
  • Develop a service escalation plan for resolving issues promptly
  • Conduct bi-annual audits to assess service quality
  • Set up an internal reward system for employees meeting service standards
  • Host quarterly brainstorming sessions with team members for service improvement ideas

Bringing accountability to your strategy

It's one thing to have a plan, it's another to stick to it. We hope that the examples above will help you get started with your own strategy, but we also know that it's easy to get lost in the day-to-day effort.

That's why we built Tability: to help you track your progress, keep your team aligned, and make sure you're always moving in the right direction.

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