Run an agency client engagement

Agency audit checklist

To conduct an agency audit:

1. Use a structured checklist covering strategy, operations, marketing, sales, finance, client relationships, and team
2. Gather data on your current agency
3. Evaluate each area against best practices and your own objectives
4. Identify gaps and opportunities
5. Prioritise findings based on impact and effort
6. Develop an action plan for the next quarter/year
7. Track progress against the plan

For checklist, run a 'light audit' quarterly — reviewing the most critical components — and a comprehensive audit annually.

Proposal funnels agency

A thorough discovery process — understand the prospect's needs, challenges, and goals. Create a tailored proposal that addresses their specific situation. Present the proposal in a compelling way — focus on outcomes and value. Follow up consistently to answer questions and address concerns. Secure commitment and onboard the client. Create a proposal template that can be customised for each prospect.

Upsells agency

Identifying opportunities to add value to existing client engagements. Look for gaps, new needs, or complementary services. Time the upsell after a success — when the client is most satisfied. Clearly articulate the value of the additional service. Package it as a natural extension of the current work. Review your current client engagements and identify one expansion opportunity for each.