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Four foundations for strong client-agency relationships.

We share four practical foundations for clearer client-agency relationships, from shared goals to candid communication.

Colleagues discussing plans around a table in a bright meeting room.

Relationships take a lot of work to get right and strengthen, whether that’s relationships with your friends or the relationship between a marketing agency and their client. It doesn’t always come easily.

Fortunately, you can keep that client-agency relationship going strong by keeping a few simple but important considerations at the forefront from the get-go.

Have you ever found yourself in a relationship riddled with problems that probably could have been prevented from the start? Here’s how to establish a stronger working relationship from the start.

Before work begins, agree the decision-makers, measures of progress and ways of working. Our team and meeting process are designed to make those early conversations concrete.

1. Set expectations and deliverables from the start.

Every relationship is a compromise, but you can only compromise if you understand what each party wants and what’s expected from everyone.

Sometimes issues arise from a failure to clarify and manage expectations. So rather than expending time and resources on damage control, focus on making everything crystal clear from the start so there’s no room for confusion.

“Treat the client-agency relationship like you would any relationship.”

This starts with the very first point of contact. Don’t assume you understand what the other party wants from you or vice versa. Confirm it with them. Be clear on what you’ll be delivering and what they’ll be receiving.

Make sure the objectives are clear and mutually agreed upon. This way your agency has no grounds to suggest in the future that goals were unreasonable or unlikely.

Afterwards, send a recap email to confirm every deliverable and detail. This has the added benefit of creating a tangible record to reflect on in case of any future confusion.

Diagram: agreed client-agency objectives, deliverables and records.

2. Treat the relationship as two-way.

Every relationship takes work, and the client-agency relationship is no exception. Both parties must show up and put in consistent effort to keep everything flowing smoothly.

Here’s a tip suited for a blog post riddled with romantic analogies: Treat the client-agency relationship like you would any relationship.

“Never leave the client in the dark.”

Here’s what won’t strengthen that relationship: Ignoring emails. Being condescending. Criticising rather than critiquing.

Here’s what will strengthen the relationship: Having regular check-ins. Using constructive language when talking about problems. Focusing on great communication.

It’s not hard, but it does require a little work from everyone involved.

3. Communicate candidly and early.

A little mystery can be exciting, except when you’re paying for a marketing service.

When a client puts their trust (and money) in your agency, they want to be kept in the loop.

Yes, there’s a degree of trust that needs to go both ways. But they also want to be reassured that you’re doing good by them.

Results speak for themselves, but before then, be sure to keep clients in the loop. This means being transparent. One way we do this is through a live reporting dashboard that our clients can access 24/7. This accountability provides the comfort that every client wants.

Diagram: two-way communication between a client and agency team.

Some other ways you can remain transparent include minimising confusing jargon, keeping the client informed of any changes to their campaigns or overall strategy, and giving a heads-up whenever any issues may arise.

Remember the golden rule: Never leave the client in the dark.

4. Keep a shared growth mindset.

No, this isn’t the part where we start preaching about “manifesting” success. “Growth mindset” may have become a bit of a buzzword, but it’s essential to growing your client-agency relationship and tackling all future challenges the right way.

This ethos can be boiled down to this simple token of advice: Focus on solutions, not problems.

Flagged an issue with a client’s account? Rather than just giving them a heads-up, inform them of the situation while also presenting the actions you’re taking to remedy it. Putting together the monthly report? Add in some suggestions for how you plan to grow those positive results even more.

About the author

Boyd Roberts

Director, Emote Digital

Boyd Roberts is a Director of Emote Digital. With more than 20 years in websites, eCommerce and digital marketing, he leads the first conversation with a client, qualifies what is worth doing and sets the direction, then a team of twenty-five specialists carries the work. He works from Hawthorn, Melbourne.

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