Behind the Curtain: Mapping Client Success

Behind the Curtain: Mapping Client Success

If there are two things that I am perhaps most obsessed with both professionally and personally, they are authenticity and transparency. To that end, I don't believe in hiding the "secret sauce."

So, here's a look behind the curtain at the early days of Izell Marketing Group business development!

As our client list was rapidly growing a few years ago, I took the time to analyze what is it that defines our success. I wanted to know:

  1. How do we define a client that needs an agency with the exact specializations we offer?
  2. How do we anticipate that our companies will be able to collaborate constructively?

What came out of my strategizing sessions is shown in the slides below, which I've taken from a larger deck. Historically, I've only shown these in-house to employees and to my business consultant so that we all know our purpose and process.

Though parts are oversimplified for the sake of brevity, our process distills into these components:

1. Qualifying clients with a list of questions

2. Defining the core components of each client strategy

3. Having 3 months to show proof of concept

4. Planning out 9-12 months of expectations

5. Knowing when to pivot strategy

6. Knowing how to pivot strategy

A list of client qualification questions
The components of a client's digital strategy
We need 3 months to show proof of concept with a client strategy
A mapping of service milestones based on the calendar year
When to pivot strategy?
Outlining how to pivot strategy

Would you like me to go deeper into exploring any of these components? Comment to let me know!

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