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Your Client Isn’t Always Right: A Guide Better Client Engagements

This post originally appeared on HubSpot's Agency Post blog

It was right in front of your nose for so long...

It should have been as clear as day. After all, you could feel this moment coming. There was something in your bones that told you everything was wrong.

Why didn't you do something about it?

You didn't want to rock the boat. They're the ones paying the bills, after all. We can't do anything to upset the client! They may take their business to someone else.

But now they're firing you... 

For months you've felt the urge to fire them. How did they suddenly wind up with all the hand in this relationship? 

It wasn't something that happened overnight. It was a slow drip. A steady and predictable series of events that culminated in the client canceling the business, taking the ball, and going home.

How could such promising opportunities end in bitter disappointment for both parties? 

That is the question we're going to explore in this post, but first let's do a little soul searching...

Ponder these questions for a moment before you read on:

  • Why do clients hire you in the first place?
  • What got them excited early in the process? 
  • What made you excited about their situation?  

Possibilities.

For the client, they're excited by the possibilities of getting more leads into their sales funnel, creating a stream of revenue that didn't exist before, investing the profits back into their capabilities, and hiring more sales people.

The possibility of a brighter future. 

For you as the agency, you're excited by the possibilities of proving your inbound capabilities, delivering the results that have a meaningful impact on their business, and moving your agency forward into a more stable position. You're excited about hiring a new account associate to help in delivery and creating the killer case study your sales team needs to go and close more business.

The possibility of a brighter future. 

At the end of the day, both the agency and the client are dependent on each other. To realize your goals, you must place your hope in their ability to follow through and deliver on their promises. They do the same with you. 

But somewhere along the way something goes wrong...

At the beginning, this relationship was full of optimism and hope. Slowly, over time, this momentum loses steam. Like an engine winding it's way through a long mountain pass, the momentum stalls. Eventually, things can stop moving forward all together and start backsliding. 

At some point in the relationship, you took the wrong path. It could be that the relationship was never on the proper path from the start. 

Think about why a client hires you in the first place. They need help doing something they can't do by themselves. 

You would think this need would instinctually create a student-to-teacher posture. They need help, you know how to give it to them. They should perk up and pay attention.

Wax on, wax off, young grasshopper.

But this posture is rarely taken by clients right out of the gate. Instead they come with a list of requests and demands. They're paying the bills, remember, how can they be wrong?

But is the client always right?

So the fat guy created a meal plan...

It's very rare for an organization who needs help reaching a goal to know exactly what they need to do to achieve that goal. If they knew how to get there, why aren't they there already? 

The fat guy doesn't show up at the gym and hand the fitness instructor a list of workouts he wants. He doesn't prepare his own meal plan and share it with the instructor.

The new home buyer doesn't walk into the contractor's office with specifications and blueprints they've created in their free time. The homeowner doesn't tell the contractor what hammer to use or that they should shingle the roof before pouring the cement for the foundation.

The patient doesn't walk in the surgery room, wash up, and start instructing the nurses to hand them the instruments for the procedure.

Seeing any of these situations in real life would cause us to laugh out loud. They're just absurd.

Buy why in the agency setting do we allow clients to do the exact same thing?

If we want to see a change in our future as an agency, change needs to start today. It is a long process to recovery, but that journey starts with several important steps. 

Resetting on the right track...

Let's try another exercise. Think back across all the clients you've worked with in the past.

  • What are the common attributes in your "good"clients?
  • What are the common attributes in your "bad" clients?
  • What was different about the mindset and behavior of each group?

Make a list as things come to you. This process will help you determine the type of client you want to attract. 

Life is too short for crappy clients. If you're going to start attracting a different class of client, you need to know what they look like. You should be able to spot them in the wild. When you have a phone call with a prospect, you should be able to qualify or unqualify on fit fairly quickly. 

The faster you get at this, the more profitable you'll become. Clearly identifying your ideal client means less wasted time in the sales process and a more rewarding client engagement.

Just because a client is willing to pay you doesn't make them a good fit for your agency.

It could be that there are certain personalities that you should avoid. It could be certain industries or companies with a certain employee size or revenue target. What's important is that you have clarity on your best-fit prospect and learn to identify them quickly. 

Who is on your client draft board?

In this first step, you're prepping your draft board. Think of yourself like the General Manger of your favorite sports team. Come draft time each year, you've reviewed countless hours of tape, interviewed tons of players, and consulted with your coaching staff. When it's your time on the clock, you need to make the right decision. The future of your franchise hangs in the balance. 

If you bring on a player with off-the-field issues, they could cause distractions to the team. This can erode your team chemistry. If you decide on a player with a past injury, they may never fully develop into the franchise player you need. If you decide on a player from a small school, they may not have the skills and resources needed to compete at the next level. 

With each client you sign, you're building your team. These are the partners that move your business forward. When you're looking at the sales process, are you evaluating prospects based on how they will impact your future? Or are you only focusing on how they will impact your present cash flow?

If you're going to become a dominant franchise, you need to identify the right clients to have on the bus and who needs to get the boot.

Looking for warning signs in the sales process

For both you and your potential client to achieve your goals, they need to be willing to share and to be vulnerable.

Speaking with a client's customers is a key step in the process of understanding their buyer's journey. 

John McTigue, co-founder of Kuno Creative, shares a how important this process has become to their agency. 

For John and the Kuno team, recognizing a willing spirit is a key component to their ideal client fit. They've learned that if they sign on a client that is unwilling to share their customers for interviews, the partnership isn't going in a healthy direction. 

To screen for these bad fit clients, the Kuno sales team now asks prospects if they're willing to share customer contact information should the partnership move forward. If the client objects, that's a sign that this client isn't a good fit.

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When a client comes on-board, Kuno doesn't leave things to chance. The focus of their new client on-boarding is around training that new client. 

For a customer to hit their goals, they need to follow a structured path. This is the Kuno Creative Way. If that path isn't followed, the end results include missed goals and unhappy campers.

It is only when the agency is in the lead, that the client will be successful. The Kuno team knows this and they've embedded this truth into their agency processes.

Are your clients comfortable with being wrong?

Helping a client achieve their goals often requires a fresh set of eyes on their brand. It is so easy for companies to slip into a group-think mentality. They've often been stale for so long that they actually believe all their own marketing messages. 

They forget that customers have other things going on in their life. They forget that their goal is to help make the customer's life easier. They forget that it isn't the customer's job to always keep their products top of mind. 

Tiffany Sauder is the President of Element Three, an Indianapolis-based marketing agency with over 40 people on staff.

Tiffany has taken this principle to heart. 

Part of the Element Three new client on-boarding process is getting a fresh perspective on the client's product and brand in the marketplace. 

In the sales process, they ask their prospects if the leadership team is comfortable with being wrong. 

Questions like this turn the tables on prospective clients. It's tough questions like this that start to create that student-to-teacher posture.

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When they're asking the prospect if they're comfortable being wrong, they're uncovering motive. They only want to work with clients where they can offer real impact.

If a client isn't willing to have their worldview challenged or their past strategies challenged, how can we help effect change in their organization?

Will your clients embrace a culture change?

There is perhaps no greater indicator of success of an inbound partnership than executive buy-in. 

There needs to be a commitment at a cultural level to inbound marketing if the seeds are going to take root and produce the desired results.

Marcus Sheridan is the founder of the Sales Lion and he is someone who understands the importance of top-down inbound buy-in.

Before he became an inbound agency and coach, he was a successful practitioner of inbound marketing. He has seen first-hand the impact that sustainable inbound marketing can have on an organization. 

He also knows that inbound is far more than a collection of deliverables published out somewhere on the interwebs. 

Successful inbound is a deep understanding that you're here to make the consumer's life as easy as possible. 

Marcus is a pretty popular guy. He runs a popular blog, hosts two popular podcasts, and regularly speaks at conferences around the world. He gets a lot of requests for his time and he is strict about the type of client he will accept.

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When kicking off a new client, Marcus requires the executive team and the sales team to be present. He says he doesn't worry about making the meetings required for the marketing team. They're usually excited to be there. 

The focus of this time is to train the executive team and sales team on how to think. To bring inbound into their DNA. 

To help make this settle in faster, Marcus has honed his new client on-boarding process. Now the first type of content that gets created with a new client are the frequently asked questions that sales people hear. 

He does this for two reasons:

  1. You're training the sales team to start using content in the sales process. 
  2. By starting at the bottom of the funnel, they're able to make a faster connection between inbound and profit. 

If a client's leadership and sales teams don't engage, neither does Marcus and his Sales Lion team. 

To get their time, you need to display that you view inbound as a priority and that you're willing to follow instructions. 

Giving Your Clients the Structure They Crave

With these great examples and this new found inspiration, you can begin the process of changing your agency future today.

Start with this simple question:

  • How do you help your clients?

Start at the beginning. If you were to sign on a brand new client tomorrow who fit your ideal prospect profile, what would their journey look like?

Remember, the client is hiring you to help them solve a problem that they can't solve on their own. 

They're relying on you to provide the structured leadership they need to achieve their goals. 

You're like their trusted sherpa guiding them to the top of the mountain. 

Creating a visualized Client Journey can help you better understand how you're going to help your clients. It can also be used in the sales process to help clients visualize where you're going to take them in the future. 

You want to start with a picture of where you're taking them. Like Stephen Covey says, "begin with the end in mind." Show the client the system that you're going to help them build. Show how their prospects will be attracted through Awareness Stage content, educated through the Buyer's Journey, and engaged in a consultative sales process driven by helpful content. 

With this shining example of the possibilities ahead, show the client how you're going to get them there by showcasing your Client Journey. 

 

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By laying out a clear framework to follow, you're setting the client's expectations from the start. 

You're showing them by your advanced planning and thought that you're the expert in this space. 

Before the issues even come up, you're showing them that their ideas and plans aren't going to help them achieve their goals. 

As their trusted partner, you have a proven path and a detailed plan created for them. This is the journey that will help them leverage the power of inbound to achieve their goals. 

This is not a journey they should walk alone. 

By becoming an opinionated agency that isn't afraid to offend prospects, you change the trajectory of your agency. 

Feeling Overwhelmed?

If the thought of creating this agency framework overwhelms you, take heart. There is no need to reinvent the wheel. 

There are other agencies that have walked this path before you. You're in a position to learn from their mistakes and innovations.  

The DoInbound Agency Framework is a concept that has been proven by agencies around the world. We've put together a combination of agency methodology and a software platform to help you shortcut the implementation process. 

There is still work that needs to be done. Changing behavior is never easy. But following this framework can help you and your team realize the change you want to see in yourselves. 

It helps you capitalize on all these possibilities and build the agency you love. 

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Andrew Dymski

Andrew Dymski

I'm a Founder at ZenPilot where I help marketing agencies buy back time by developing the processes and systems they need to scale without reinventing the wheel for every client. I'm co-host of the Agency Journey podcast where each week we interview an agency owner, consultant, or author. I'm also a founder at GuavaBox, an inbound marketing agency.