The document outlines 5 things a marketing agency learned from making a mistake with a client relationship. The lessons are: 1) Over-deliver on work beyond the scope, 2) Act as a leader the client can rely on, 3) Educate clients on processes, 4) Maintain open communication, and 5) Regularly share progress and results with clients. The agency emphasizes the importance of client relationships and learning from mistakes to improve services and build trust.

1. 5 THINGS WE LEARNED
FROM OUR
BIGGEST MISTAKE
B Y
T E C H A D V O C A T E G R O U P

2. THERE'S
A LOT
YOU CAN
LEARN
FROM A
MISTAKE.
But a mistake should
always be an opportunity
for growth. As people, we
strive to be better than we
were the day before.
As a small agency in Baton
Rouge, Louisiana, we are
working to be better than
we were an hour ago.

3. WELL, GUESS WHAT?
WE MADE A MISTAKE.
NOTHING CRAZY.
BUT ENOUGH TO DAMAGE AN
IMPORTANT RELATIONSHIP.

4. CLIENT RELATIONSHIPS
ARE ONE OF THE
BIGGEST, MOST
IMPACTFUL ASPECTS OF
OPERATING AN AGENCY.

5. A S W E S A I D E A R L I E R ,
W E M A D E A M I S T A K E ,
A N D L E A R N E D F I V E
T H I N G S F R O M I T :
SO HOW DO
YOU BUILD
TRUST?

6. NUMBER 1:
OVER PRODUCE

7. TO
INFINITY&
BEYOND
THE
SCOPE OF
WORK. Be realistic about what
you can do, but always be
on the lookout for ways to
help the client that's not in
your proposal.

8. IT'S IMPORTANT TO LET THEM KNOW YOU
NOTICE THESE THINGS AND YOU KNOW IT
COULD BE BETTER. YOU BROUGHT IT TO THEIR
ATTENTION, AND THAT BUILDS TRUST.

9. NUMBER 2:
BE A
LEADER

10. YOU
CAN DO
WHAT
THEY
CAN’T.
The client considers you an
expert in the field. Prove
them right and give them
confidence in your ability
to take charge and lead.
Too often do we lean on
the client for help. While
it’s important to get their
direction, it’s also
important to make sure
they aren’t pulling all the
weight.

11. THINK ABOUT IT LIKE YOU’RE IN THE WOODS
WITH A GUIDE YOU HIRED BECAUSE THEY SAID
THEY KNOW THE AREA LIKE THE BACK OF THEIR
HAND.
HALFWAY THROUGH THEY LOOK AT YOU AND
SAY, “I THINK WE ARE LOST.”
DON'T DO THAT.

12. NUMBER 3:
SHARE KNOWLEDGETECH ADVOCATE GROUP

13. EXPLAIN
YOUR
PROCESS &
EVERYTHING
ELSE.
There’s an old saying that,
“Everyone likes to eat
sausage, but nobody wants
to see how it’s made.”
Well, with clients, they
want to see how it’s made.
Make sure there are touch
points throughout every
project that brings the
client in and explains to
them what is going on.

14. IT’S IMPORTANT THEY UNDERSTAND WHAT
YOU’RE DOING.
ALWAYS EDUCATE CLIENTS ON WHAT'S GOING
ON, BECAUSE YOU CANNOT EXPLAIN TO
SOMEONE HOW THE BOUDIN IS MADE IF THEY
DON’T EVEN KNOW WHAT IT IS.

15. NUMBER 4:
COMMUNICATE

16. THE
MOST
IMPORTANT
PART OF
ANY
RELATIONSHIP
Marriages, raising
children, owning pets -
communication is
essential. Check in on
clients, talk to them, ask
about their lives outside of
work. Treat it like a
relationship with a close
friend or family member.

17. BE A HUMAN.
THESE ARE PEOPLE YOU’RE GOING TO BE
INTERACTING WITH VERY CLOSELY FOR MONTHS
AT A TIME. THERE ARE PEOPLE BEHIND ALL THE
BUSINESS, AND PEOPLE VALUE GOOD
COMMUNICATION.

18. NUMBER 5:
SHOW & TELL
TECH ADVOCATE GROUP

19. SOMETHING
IS
BETTER
THAN
NOTHING.
Communicate, lead and
show the client progress
and results. “150 people
opened the newsletter we
sent out, 50 clicked the
link and went to the
website.” This is good, but
not groundbreaking.
However, it is showing
progress that's producing
results.

20. 50 CLICKS ISN’T A LARGE NUMBER, BUT IT’S
MORE THAN ZERO.
BY COMMUNICATING SMALL WINS LIKE THIS TO
THE CLIENT, YOU PROVIDE A TOUCHPOINT THAT
BUILDS ON THE RELATIONSHIP AND SHOWS
THEM THAT WHAT YOU’RE DOING IS WORKING.

21. WHEN IT COMES TO INTERACTING
WITH CLIENTS, THERE ARE MANY
OPPORTUNITIES FOR THINGS TO
GO RIGHT OR WRONG.

22. SOMEONE HAS TO LEAD;
SOMEONE HAS TO BE AN EXPERT,
AND SOMEONE HAS TO BE THE
MORE OBSERVANT.

23. SOMETIMES,
THIS
FALLS ON
AN AGENCY
For agency and client alike,
it’s important to remember
that while you both work
in different places, you’re
working on the same thing.
You’re part of the same
team, and you both want
to do a good job.

24. MOST IMPORTANTLY, YOU’RE
GOING TO MAKE MISTAKES.
LEARN FROM THEM.
GROW.
MAKE SURE THEY DON'T
HAPPEN AGAIN.

25. BECAUSE, IF YOU WALK AWAY
FROM A MISTAKE WITHOUT
EVOLVING...
IT’S NO LONGER A MISTAKE.

26. IT'S A FAILURE.

27. W E A R E
T E C H A D V O C A T E G R O U P
2 2 5 - 4 4 2 - 3 1 5 8
I N F O @ T E C H A D V O C A T E G R O U P . C O M
THANKS FOR
READING.