This is a deck we share with all new hires. It's about the front line of the service relationship. Thought we'd share it out there and see what people think.

1. Reconciling our service ethic and our passion for great work
THEARTOFCOMPROMISE

2. (Comments welcome)
THISISANINTERNALDOCUMENTFORVELOCITYPEOPLE.
WETHOUGHTWE’DSHAREITMOREWIDELYTO
CONTRIBUTETOTHEONGOINGCONVERSATION
ABOUTAGENCY/CLIENTRELATIONSHIPS.
HOPEYOULIKEIT.

3. THISIS
BIG

4. THISISABOUTHOWWEWORK
WITHCLIENTS.ABOUTHOW
WECANKEEPTHEMDELIGHTED
EVENASWEFIGHTHARDFOR
WHATWEBELIEVEIN.

5. THISIS
OBVIOUSYou’d think most of it would go without saying.
That it’s standard practice not only in Velocity, but in every agency.
But it isn’t.

6. Our lives are out of our hands. We have less fun.
Clients have less fun. And our work suffers.
WRONG
IFWEGETIT

7. BUT IF WE GET IT
There’s nothing we can’t do. Literally nothing.
RIGHT

8. &THE
REWARDS
MUST
FOLLOW
Glory. Attention. Job satisfaction.
Money. Pride… & Bling

9. WEWINSOME
WELOSESOME
It’s about persuasion, respect and compromise.
About knowing when to accept, when to question, when to fight… and how.
We bring ideas to our clients. They like some and don’t like others.
The ones they like, they do. The ones they do, they change.
How we handle getting good ideas rejected or changed, is what this is all about.

10. 1ST
PRINCIPLES
There are no stupid clients
And let’s face it, marketing isn’t
rocket science anyway.
A lot of our clients are not
experienced marketers
And may not be instinctive ones either.
That’s not their fault.
If a client makes the wrong decision,
there’s only one cause:
We’ve failed to convince them of the
right option*.
*If we keep failing over and
over again, it’s probably the
wrong client for us.

11. OPPOSINGIMPERATIVES
This is a service business:
We make money by giving
clients what they want
(and getting them to want
the right things).
This is a consulting business:
Our authority is our product.
If we’re not respected as
experts, we become hacks
who deserve what we get.

12. OURCLIENTSUNDERSTANDTHEIRBUSINESSES
ANDTHEIRMARKETSBETTERTHANWEDO.
WEUNDERSTANDCOMMUNICATIONSBETTERTHANTHEYDO.
Together, these make for powerful marketing.

13. *It’s a human thing.
Even if they don’t show it, clients often feel
uncomfortable criticising our work. It’s stressful.
They don’t want to appear unreasonable, picky, pedantic, ignorant or weak.
THEYWANTTOBELIKED*
For some clients, just being a client makes them feel insecure.

14. GOLDENOPPORTUNITIES
So when a client sticks their neck out and gives criticism,
it’s the perfect opportunity to:
Diffuse tension.
Surprise them with how open we are.
(and how passionate, when we fight our corner)
Help them relax so they can listen to us too.
Which will earn their gratitude and bank some
points that can be spent on future projects.

15. IFWECREATEANATMOSPHERE
THATREMOVESTHESEFEARS…
Our client will be grateful, will like us more,
and will be much more likely to:
Relax, be reasonable, listen to us, fight for us,
let us win a few, and give us more work.
VELOCITY
SAYS
RELAX

16. HOWTO
When they’re right, admit it.
When they’re wrong, point it out while showing you’re
not being defensive or taking things personally.
Have a sense of humour about it.
Respect their their ability to be open, listen and change their mind.
Don’t assume they’ll be closed-minded.
Show that we know this is part of our job and we don’t resent it.
Show we don’t feel smarter than them.

17. GIVINGIN(SOMETIMES)
ISIMPORTANT
It shows:
We’re open and professional.
We understand it’s their right to change things.
We respect their opinion and understand their agenda.
We’re realists. We know that politics and egos can lead to unwanted outcomes.
We have perspective: knowing when and when not to push.
So we should actively look for places where giving in gracefully
is easy and doesn’t hurt the project.

18. RESISTING(SOMETIMES)
ISJUSTASIMPORTANT
It shows that we:
Care about quality and effectiveness.
Care about their business not just our portfolio.
Made choices based on solid reasoning.
Evaluate options rationally (by holding them up against
goals and taking the target audience’s point of view).
So actively looking for times to resist the wrong changes is important too.
it justifies our fees.

19. EVERYONELIKESTOBE
LIKEDANDRESPECTED.*
*Duh.
We all want colleagues to say behind our backs:
“SHE’SGREATTOWORKWITH.SMART,FAIR,OPEN&FRIENDLY.”
And the best way to encourage a client to be these things is to exhibit them ourselves.
If clients feel we’re saying this (and they can tell), they’ll love working with us.
If they feel the opposite, they’ll loathe it.

20. The best way to make a client do
this about us is to do it about them.
No one wants to
think we’re hanging
up the phone, calling
them a wanker, and
rolling our eyes -(

21. BOTHEXTREMESARELIKELYTOBEUNPROFESSIONAL.
Suggest
alternative
Make a caseProbeAccept
un-challenged
Fine if it’s correct or
inconsequential
Disagree Fight hardQuestionDefer
Reject without
consideration
Insulting and
counter-productive
ASPECTRUM
OFRESPONSES

22. THINGSACLIENT
WHENWERESIST
ASUGGESTION:
They're lazy • In a rush • Embarrassed • Being prima donnas •
Have their own agenda • Are scared of their own creatives •
Aren't listening • Don't value my opinion
THINKS

23. THINGS
ACLIENTTOTHINKWHEN
WERESISTASUGGESTION:
They’ve listened but don’t agree, they’re professionals,
they have my interests at heart, they have pride in what they do,
they don’t take losing personally.
WEWANT

24. TOSHOWWE’REOPEN,TOSHOWWEKNOWWHAT
WE’RETALKINGABOUT,TOSHOWWEGIVEASHIT.
An interaction that doesn’t show one or all of these things is a wasted opportunity.
EVERYFEEDBACK
INTERACTIONISAN
OPPORTUNITY

25. BOTTOMLINE
This is a service business.
We have to give the client what they want –
but it’s our job to get them to want the right things.
If we resist their input too much, they’ll think we’re arrogant
and they’ll take their work to an agency that will listen.
If we resist too little, they lose confidence in our
expertise and we lose control of the relationship.
PUSHINGBACKCONSTRUCTIVELYISESSENTIALTOOURSUCCESS.

26. SOMEUSEFULPHRASES
“Of course we can do that, but what about…”
“If we came up with a way to solve that issue without damaging XYZ,
would you be open to it?”
“I completely see where you’re coming from,
but it physically hurts me to change ‘sell’ to
‘generate incremental revenue opportunities’.”
“Okay, I lost this one but you can’t say I didn’t give it my best shot.”
“I understand what you’re up against. What if we…”

27. CALLINGINREINFORCEMENTS
You don’t have to manage the client relationship on your own.
If you’re losing a big one, bringing in reinforcements and escalating the
discussion can help. It can also blow up spectaculary, covering everyone in
the thick slime that is, after all, the essence of this zany marketing game.

28. If the relationship sours, it's usually our
fault and it makes everything harder.
If the relationship is open, trusting and postiive,
there's nothing we can't do together.
WE’REL CKYTO
HAVEOURCLIENTS
GOODLUCKOUTTHERE.
ANDTHEY’RELUCKYTOHAVEUS

29. VELOCITYPARTNERS.COM
Velocity