Professional Development & Education | Change Management | best practices | association
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In any new relationship, both parties must be adaptable with open lines of communication to ensure trust and transparency. The same goes for a new relationship between an agency and as association. While many factors play into a successful agency and association relationship, I will discuss delivering client success and proactive management.
Delivering Client Success
According to Hubspot Academy, delivering client success with transparent metrics is key in establishing a trustworthy relationship. In order to deliver client success, Hubspot suggests these three main steps:
- Goal set and assess
- Create a strategy plan
- Prepare your internal agency to deliver services in a timely manner
Proactive Management
After the initial relationship is established, it is important for both parties to communicate openly and proactively with one another. Proactive management is important for a number of reasons.
- When a client is happy and growing, an agency is likely happy and growing as both parties can flourish through shared effort.
- Proactive management leads to more retainer work which leads to increased profit margins. This can also lead to referral business and attracting new talent to an agency.
- Proactive management opens up further opportunities for upsell and retention increases.
*Information courtesy of Hubspot Academy
