Getting starting off on the right foot with a new client builds a relationship set for success. This presentation offers tips to guide your first 90 days of the new agency-client relationship. By Jessica Miller (@jessica_joellen)

1. FIRST 90 DAYS
AGENCY-CLIENT ONBOARDING

2. HERE’S $$$,
MAKE MAGIC.
AKA: NICE TO MEET YOU …

3. MANY OF THE AGENCY’S MOST SUCCESSFUL RELATIONSHIPS
BEGIN WELL BEFORE A CONTRACT IS SIGNED.
Some of our best partners are network referrals, subscribe to regular agency
resources, and are aligned with our overall mission and values.

4. … SO WHAT?

5. Clients partner expecting a best-in-class experience;
it’s our responsibility to deliver.

6. YET OVER TIME,
THERE’S OFTEN A DISCONNECT …

7. “A full 80% of CEOs don’t trust their marketing teams ... Let that
sink in. Our job is to develop credible, profitable connections
with customers—and with the people that hire us.”
-Mike Kaput, PR 20/20 Blog

8. WHAT CAUSES DISTRUST? RELATIONSHIP FAILURE?
‣ Failing to establish strategic priorities (23.5%).
‣ Committing cultural gaffes / political suicide (16.4%).
‣ Waiting too long to make an impact (15.8%).
- Penn State MBA Program

9. MISSION: FIRST 90

10. YOUR OBJECTIVE FOR THE FIRST 90:
ACCELERATE OUR TRANSITION FROM
A VALUE CONSUMER TO A VALUE CONTRIBUTOR.

11. “You’re going to be defined by your first 90 days.
You’ve got to act.”
- Jack Welch, former GE CEO

12. PRE-START: MINDSET = HOMEWORK + DUE DILIGENCE.
‣ Learn the company, product (professional development).
‣ Confirm goals and expectations.
‣ Start to think about your plan.

13. FIRST WEEKS: MINDSET = LEARNER + LISTENER.
‣ Get the lay of the land: product, people, process.
‣ Listen to needs, expectations.
‣ Ask for learning opportunities.
‣ Take internal notes, and start building a plan in the background.

14. BY MONTH ONE: MINDSET = PLAN, BUY IN, GSSD.
‣ Engage existing cultures.
‣ Perform a SWOT, set SMART goals, set milestones for progress.
‣ Get metrics in place or benchmark data.
‣ Present a vision, with specific examples toward achievement.
* GSSD: Get Smart/Strategic/Sweet Shit Done

15. BY 90: MINDSET = WORK, LEVERAGE, PERFORMANCE.
‣ Reallocate spend.
‣ Put trusted partners in place.
‣ Identify source of truth (data).
‣ Implement sound performance reporting.

16. RESOURCES
TREASURE TROVE

17. ARTICLES & RESOURCES
‣ First 90 Days In Your New Job, Penn State University MBA Program Resource
‣ How to Own the First 90 Days of a New Job, The Muse
‣ How to Ace Your Job in the First 90 Days, Learn Vest / Forbes
‣ 5 Keys to Success During the First 90 Days of Your Marketing Role, The Drum
‣ CMO Tenure Hits 48 Months, And Chief Marketers' Moves Reflect Rising
Influence, Forbes
‣ Keeping Time: Why CMO Tenure Has Doubled, AdAge
‣ The Marketing Growth Hackathon , PR 20/20
DISCLAIMER: ALWAYS GROWING
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18. For more information on PR 20/20 and its Marketing Growth Hackathon ,
visit www.pr2020.com.
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