by Garrett Gillin | Feb 21, 2024 | Client Service
Principles and Best Practices Regular Proposal Delivery: Aim to deliver at least one proposal to each client every month. These proposals do not always need to be high-cost or high-effort, but they should demonstrate a proactive approach to identifying and addressing...
by Garrett Gillin | Feb 21, 2024 | Client Service
Types of Proposals There are multiple ways to present proposals, and the format you choose depends on several factors, including the client’s familiarity with the objectives, the number of stakeholders involved, and the complexity of the work. Here are some...
by Garrett Gillin | Feb 21, 2024 | Client Service
Types of Reports and When to Use Them: Simple Email Update: Suitable for clients with less complex projects and not a lot going on. It can be a brief update on the status of the project, any challenges faced, and next steps. Presentation Format: Suitable for clients...
by Garrett Gillin | Feb 21, 2024 | Client Service
The Importance of Reporting Demonstrating ROI Clients invest a significant amount of money in marketing services and they want to see a return on their investment (ROI). Effective reporting demonstrates the ROI by showing the results achieved against the objectives...
by Garrett Gillin | Feb 21, 2024 | Client Service
Principles and Best Practices Demonstrate Expertise: Consistently exhibit the agency’s expertise by providing strategic, data-driven recommendations. Proactively identify potential challenges and suggest solutions. Exude Confidence: Convey recommendations and...