30 min
Ep. 27 - The Building Blocks of a Client Meeting Marketing Agency School Podcast
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- Entrepreneurship
When you’re just starting out, none of us know what to talk about during monthly client meetings! Today, let’s go through the basic building blocks of what we cover in our client marketing meetings.
The moment you start scaling an agency and adding people, you need to start building systems like this so everyone is executing tasks the same and you’re building brand consistency. Employees will come and go, so it’s important to make sure your client experience remains the same regardless of who a client is working with at any given time.
Before we jump into the list of what to cover, let’s first mention the importance of making sure you capture and document historical knowledge (aka TAKE NOTES before, during, and after your meeting!). This is critical - if someone new is stepping in to manage a client a year later, they need to have that background info and know what’s been done, suggested, and discussed before so they don’t end up talking in circles.
Here’s what we cover in our monthly client meetings:
Highs/lows of the previous quarter or month: make sure to acknowledge the things that aren’t going well in order to build trust with clients and come with a plan of how to move forward.Take a holistic look: bring up all areas of marketing, even if you’re not the ones performing those areas - you want everything to be aligned for your clients whether or not it’s you who is executing it!Our services: these are the things within our control, so we dive in deep on how things are going and how we can continuously improve.Ask, “How else can we help you?” This question could potentially expand services depending on your capabilities and the client’s needs, but even if they can’t afford more or you’re not the right fit, this is a chance to coach clients on how to get things done to support their business.
Lastly, we also want to address the elephant in the room: having a fear of client meetings. It’s a real thing! Here’s how to get over that fear: simply focus on the client, not on yourself - think about who the client is, how they need support, and how you can help them. Putting thought behind what a client needs and having the data to support how it can serve them will most of the time also lead to more projects for you and an increase in trust from the client. Win-win! A great way to support this is by asking about the client’s personal life. When you form a relational bond, you can understand the client 10x better by knowing what’s happening in their life, leading to you providing them with better services and resulting in a lasting relationship.
Listen in for more tips and start crushing your client meetings!
Hosted on Acast. See acast.com/privacy for more information.
When you’re just starting out, none of us know what to talk about during monthly client meetings! Today, let’s go through the basic building blocks of what we cover in our client marketing meetings.
The moment you start scaling an agency and adding people, you need to start building systems like this so everyone is executing tasks the same and you’re building brand consistency. Employees will come and go, so it’s important to make sure your client experience remains the same regardless of who a client is working with at any given time.
Before we jump into the list of what to cover, let’s first mention the importance of making sure you capture and document historical knowledge (aka TAKE NOTES before, during, and after your meeting!). This is critical - if someone new is stepping in to manage a client a year later, they need to have that background info and know what’s been done, suggested, and discussed before so they don’t end up talking in circles.
Here’s what we cover in our monthly client meetings:
Highs/lows of the previous quarter or month: make sure to acknowledge the things that aren’t going well in order to build trust with clients and come with a plan of how to move forward.Take a holistic look: bring up all areas of marketing, even if you’re not the ones performing those areas - you want everything to be aligned for your clients whether or not it’s you who is executing it!Our services: these are the things within our control, so we dive in deep on how things are going and how we can continuously improve.Ask, “How else can we help you?” This question could potentially expand services depending on your capabilities and the client’s needs, but even if they can’t afford more or you’re not the right fit, this is a chance to coach clients on how to get things done to support their business.
Lastly, we also want to address the elephant in the room: having a fear of client meetings. It’s a real thing! Here’s how to get over that fear: simply focus on the client, not on yourself - think about who the client is, how they need support, and how you can help them. Putting thought behind what a client needs and having the data to support how it can serve them will most of the time also lead to more projects for you and an increase in trust from the client. Win-win! A great way to support this is by asking about the client’s personal life. When you form a relational bond, you can understand the client 10x better by knowing what’s happening in their life, leading to you providing them with better services and resulting in a lasting relationship.
Listen in for more tips and start crushing your client meetings!
Hosted on Acast. See acast.com/privacy for more information.
30 min