You’re considering an agency for a key assignment. You may be well into a competitive agency review or simply are exploring agencies for near term or future efforts.
You’ve done your homework. You’ve found an agency that looks promising!
But any agency decision is an important decision. You’ve decided to visit the agency (good idea!) to see and experience firsthand what the team is like and hear them talk about their offerings and what working with them is like.
How do you plan and manage an agency visit that sets up your team and the agency to be able to put your best feet forward?
A site visit can be an important step in evaluating an agency. To make the most of your visit, we recommend that you approach the visit with a limited number of objectives in mind and keep the visit focused on those topics.
Some clients attempt to cover too much ground and too many minor issues – which in our experience can lead to missed opportunities and even less clarity in the process.
Agency Visit Guide
Co-Plan the Agenda
The key for agencies is to remember that this IS business and at the same time you’re the host.