Can We Dance? The Experience of Finding a New Client

Forrester has an excellent report out this week on how to find an interactive agency. “How To Hire The Right Interactive Agency” was penned by Kerry Bodine. It’s a telling summary of the key challenges the interactive industry faces when prospective clients approach agencies on new business opportunities. Kerry discusses the challenges, key areas where RFP and RFI processes go wrong, and the reality of what it really takes to find a great match between client and agency - whether for a project or a long-term relationship. She goes on to suggest areas where clients need to focus their efforts to find the right agency.

After reading this article, I started to think about our client relationships and the process of finding and cultivating those clients. Something we have learned after 12 years in the business… the selection process is often a reflection of the client experience. And that is often a reflection of the customer experience. Our best client experiences have the best selection experiences. Is it coincidence? I’m beginning to think not. Clients get the agency, and the experience they deserve.

Just last week, we declined an RFP from a major client. It was an assignment where we could have excelled, if the experience were better… It included: rethink their Internet strategy and presence, answer over 200 questions, upload each answer into a procurement system, develop spec creative and a strategic framework for how we would approach the work. The process immediately went south with an archaic procurement system and requirements like allowing the client to interview the team, and nix those they did not want to work with. The proposal also required we be willing to pay performance penalties if the proposal we deliver does not deliver what the client expects. And the kicker - deliver it all in ten days time.

Needless to say, we said no. The “RFP experience” said to us, they don’t care about the customer experience, because they don’t care about the agency selection experience. What was also telling was that their current site experiences were less than stellar. We started to connect the dots.

If you’re a Forrester subscriber, we encourage you click over to Kerry’s article. Full disclosure, because we were one of the agencies that they talked with in formulating the report. But our experiences were echoed by so many others in the Interactive space. Bob Greenberg with R/GA recently wrote an AdWeek article suggesting the RFP process for interactive is broken. His suggestion - just hire an agency for a project and see how they perform. While I’m not quite sure that’s the only answer, it’s an interesting alternative to fast-turnaround requests that don’t truly test the potential experience of working with a client.

What’s your experience in the agency selection process? Kerry’s report suggests it’s a challenge in need of more strategic focus. I know we have trouble doing the two-step when the music suggests it’s a mosh pit we’re being thrown into.

3 Responses to “Can We Dance? The Experience of Finding a New Client”


  1. 1 Valeria Maltoni

    We used a broker. She was recommended to me by a marketer I met through blogging and respect a great deal. We did a full brief of what we were looking for with the broker and then she in turn went and looked for agencies that met our criteria — setting expectations, and doing the briefing each time. We met two of the three agencies presented and selected one of them.

    This process shaved months off the recruiting and allowed up to hit the ground running. It also injected some objectivity into the selection as each member of our team knew several agencies we might have wanted to present to our colleagues…

    I agree with you, Neil, the RFP process is broken. And I am seeing brokers or intermediaries (a connector, or maybe a conversation agent;-) as part of the answer. There is too much information to sort out. Having someone who has the pulse on skills and capabilities and can do the match making might be quite valuable for all.

  2. 2 John

    Neil:
    Excellent post. As someone who for years helped brands initiate and manage their relationship with their agencies, I believed strongly in the motto…

    “Clients get the results that they EARN”. Earning great work from an agency comes from 1) Relationship Building 2) Super strong briefs 3) Effective, Consistent Cogent Feedback and 4) Consistent adherence to the golden rule. And of course, a relationship poorly started is likely to be a short lived relationship.

    Great stuff!

  3. 3 Doug Davila

    The blame is also on us for pursuing opportunities without some key questions answered–budget, competitors, objectives, senior management buy-in. Perhaps if more agencies declined pitches when basic information is not revealed (no, the temperature in hades will not be dropping any time soon), then some clients may start to get religion and appreciate the time and effort that can go into responding to one of these.

    But why buy the cow when the milk’s free?

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