How Your Agency Can Use Social Data To Win New Clients

Your agency received an RFP which is great but you don’t have a lot to time to conduct the market research needed and learn everything about the client, products, customers, and competition.

What are you to do?

Using social media to conduct your market research is vital. You’ll be able to access data faster, in a more cost-effective and flexible way that produces an overall better pitch. So stop the surveys, step away from the focus groups and see why using social is the best use of your time and recourses to produce consistent and in-depth market research. Continue reading “How Your Agency Can Use Social Data To Win New Clients”

Pursuing Clients Using Analytics

Data has changed the way agencies pitch to new clients!

Potential clients are now able to share data easily with agencies which means agencies are able to incorporate so much more information in their new business presentations. This has enabled the pitch to become all about the client rather than agencies making it all about them by rattling off the services they provide and showcasing past client work.

Depending on your agency and the client you are going after you will look at different data points and metrics to determine opportunities and solutions. There is no need to guess anymore, you can identify the problem and provide the solution before you’re even hired!

Below we’ve broken down a few ways you can use data to learn about your next client and WOW them during the pitch. Continue reading “Pursuing Clients Using Analytics”

How To Solve Problems & Keep Your Clients Happy

Have you ever had to deal with a distressed client? It’s a sinking feeling and certainly not something you want to bring to your boss. Or worse yet having to have your boss tell you. But don’t worry, you aren’t the only one, and that probably won’t be the only time it happens, after all, you are dealing with people.

Below we evaluate three ways you can help repair a client relationship before it’s too late. Continue reading “How To Solve Problems & Keep Your Clients Happy”

What Is Hurting Your Marketing Agency The Most?

The truth is, it takes more than creativity and innovation to run a successful agency. No matter how good your ideas are, they won’t mean much if you don’t have any clients to pitch them to or time to invoice. If you feel like you just can’t catch up then it’s crucial you avoid these common agency mistakes listed below.  Continue reading “What Is Hurting Your Marketing Agency The Most?”

An Agency Perspective On Measurement

When working at an agency you have the opportunity to work with lots of different people, all at different points in their marketing journey. Someone might just be starting out and establishing their social presence while someone else might be requesting your help to refine their paid digital ad strategy that already exists. You have to be able to wear multiple hats while not forgetting to build and nurture the relationship- which is too important to neglect!

In an agency role, you are going to rely heavily on data! It helps explain the past, measure the present and predict the future. Your ability to set goals, adjust efforts to meet them and present results all relies on the data you are gathering, analyzing and reporting on. Once you have a platform in place that allows you to collect data what should you be tracking and how can you optimize it? Continue reading “An Agency Perspective On Measurement”

How Agencies Can Help Brands Rethink Customer Loyalty

As an agency you are probably used to brands bringing you in and asking you to direct a lot of effort into a campaign and strategy focused on a new consumer market or target audience but what would you do if they told you to figure out why their current customers aren’t sticking around? And then build a campaign around that?

Would you know where to start?

Would you be up for the challenge? Continue reading “How Agencies Can Help Brands Rethink Customer Loyalty”

What Your PR Team Can Learn From Sales

After digging into the sales funnel to identify marketings KPIs that are worth measuring last week we deiced to take this another step forward and think about if sales pros and PR pros could have something in common too.

When you take a high-level look at the sales funnel,

  • Awareness: something seems wrong
  • Consideration: what are my options to fix it
  • Decision: X will fix my problem

This actually doesn’t look that different from what the PR team does,

  • Awareness: identify opportunities
  • Consideration: build up value
  • Decision: secure placement

It’s really not all that different at all. The PR pitch is very much a sales pitch as both are in the business of using a story to build relationships and solve problems. The sales team might use a story to pitch product or services while the PR team is using their story to pitch to influencers and publications to work with.

So after thinking about PR this way, what are some qualities that make up a successful sales team that PR pros could leverage for their next media pitch? Continue reading “What Your PR Team Can Learn From Sales”

4 Questions Agencies Should Ask Clients

Think of your last nightmare client…

What went wrong?

And could it have been fixed during your pitch or at least the very first meeting if you had just known what questions to ask?

We aren’t saying your client is going to be honest with everything listed below but even noting who answers the questions and how they answer them could tell you a lot about what you are in for throughout the campaign you have agreed to work on together.

Brand success isn’t just about the numbers, especially if everyone ends up hating each other. Agencies need to understand the importance of customer experience and communication when it comes to client relationships. And you can set that tone for the very first interaction if the relationship is a priority for you. 

These four questions below could make or break a potential client relationship, and that’s why you want to ask them as soon as possible! This will help you understand what to expect and how you are expected to do it. Continue reading “4 Questions Agencies Should Ask Clients”

What Does It Take To See What’s Coming Next?

How important is it for you as a PR pro and to your role at an agency to be able to spot up-and-coming trends?

If you are one of those people who have the magic touch, then it’s  a part of the client relationship you thrive on, and if not, you probably aren’t even sure that you want to learn how.

But in the age of social media it’s not enough to just keep up and be part of a conversation you need to be the one starting them! This is a skill you will see leading PR agencies and individuals owning because bing able to spot emerging trends and viral opportunities is needed in order to stay ahead of the game and differentiate yourself. Continue reading “What Does It Take To See What’s Coming Next?”

2 Simple Reasons You Need To Automate Client Reporting

Before we got into the client reporting space, I thought it was a pretty straightforward process. Log into your marketing dashboard, screenshot the needed data, copy it into a powerpoint and email it off to your client and then repeat that process x times till every client is served.

Nothing hard about that? 

But now I see it involves much more. Many agencies are using multiple tools, to pull all sorts of data and logging into each tool for each client isn’t all that simple.

For Example:

  • Google Adwords
  • Facebook
  • LeadPages
  • WordPress
  • MailChimp
  • CallRail

Once inside the tool, you probably have to look at several reports to figure out what data to pull from there. Then having to remember which clients use what platform, what type of data they need and how they like it formatted. And that’s if your client wants standard reporting. Some may also request high overview reports for their CMO or other Executives to take a look at and that is just the beginning of the inconsistencies and time-consuming process of client reporting. 

Most of the time finding a report within one tool for one client wouldn’t be that hard. But it’s when you add multiple tools, are left considering multiple reports from each tool and then having to repeat that for each client and their specific needs. 

Are you living with this pain every month?

Is reporting kicking your butt right now?

The good news is it doesn’t have to be that way!

But before you say “Well yes, but that takes money…” Yes, it may involve a contract and monthly invoices but it also means you can gain insights, analyze, focus on creative, get your time back and maybe even some of your sanity.

Here are two simple but significant reasons why it’s time for you to start automating client reporting. 

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1. Bringing In More Business

Some agency account managers report spending up to two weeks into the NEXT month on monthly reporting responsibilities for clients. That is shocking! There is so much more you could be doing with your time than logging in and out of marketing channels, collecting data, and creating reports. And one of those things is tracking down and closing on new business.

Think about, if you are constantly behind because of the already unpredictable workload you have, on top of reporting, how are you supposed to be putting all your energy into current clients let alone adding more business?  If you are a part of the reporting nightmare, then the thought of new business sounds like bad news.

New clients + new reporting responsibilities = more workload

Recruiting new clients is pretty important and should make you excited about the work you are doing. Once you have an automated system in place that produces brandable, relatable, reports for clients you can start thinking about new business in a positive way and maybe even get excited!

And don’t forget how you can use these reports as a recruiting tool. Imagine meeting a potential client and being able to log into a single dashboard, that shows visualized data, in graphs and charts they can easily understand, all in one place! This will demonstrate how you don’t only create killer campaigns but have the advantage of monitoring and improving performance in real time. I know I would feel pretty confident about an agency who has created a process that is so detailed, streamlined and easy to understand.

2.  Keep Current Business

Creating the best campaign means nothing if you can’t communicate results to clients. If you are not able to connect the tasks you are performing, and the results you are achieving that is a huge problem. And for many agencies that is where and why reporting practices came into play.

These reports are supposed to offer an opportunity for you have regular communication with your clients. A chance to touch base, review results as well as go into detail about the work you are doing. But if it is currently taking you a long time to deliver regular reports, that are filled with old data and even worse if they are being delivered in an Excel format (if you hated copy and pasting all that data into those rows your clients are going to hate reading it there too) then you aren’t creating that type of relationship with your clients. 

When you have a single platform, that displays all your data visually and clearly showcases campaign results it invites clients into the process and holds your team accountable to those results. And this goes for poor performing campaigns too. As much as you want to show off the good things that are happening the not-so-great things need to be shared as well. Having a dashboard that displays the good and the bad makes those harder conversations easier to have. Clients can see exactly what you are doing to improve performance and won’t have to assume anything because it’s all right there for everyone to see. 

Reporting gets your clients involved. When you are proactive in showing your performance throughout the campaign’s life (through these reports), you won’t leave any surprises for your client, which can be a lot harder to rebound from. If they are a part of the process all the way through you can explain campaigns and results as they are happening. So if an area isn’t doing what you expect they will be part of that conversation from the beginning, which will help avoid those so why is this happening questions that always come later.

Your transparency is what’s most important to your client, and an automated reporting process helps you do that. A minor shortcoming in what is otherwise an impressive marketing strategy isn’t going to change your relationship with your client so don’t be afraid of sharing that when using an all-in-one platform. Fully disclosing their performance helps establish transparency and trust which is the foundation for any good relationship.

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Wrap It Up

Seemingly simple tasks can easily be made more complicated, and that is exactly what has happened to client reporting.

Client reporting doesn’t need to take all this time and effort, and you don’t need to be manually completing these tasks every month.

By automating the process and investing in one tool that does it all you will save time, create consistency in your reporting practices and impress your clients (and improve performance) by using a dashboard that integrates all your marketing channels. 

Are you looking for a tool like the one mentioned above? Check out our website here and see if Converge is the right fit for you and your team.

Converge connects to your client’s marketing tools, pulls those disparate data sources and automatically (and accurately) uploads them into one place. This allows agencies to stop gathering data and start generating insights. This allows you to access the data you need to communicate with your client faster, easier and in real time- letting you easily manage client reporting once more. 

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