Subscribe
Join 40,000+ sales and marketing pros who receive our 4x a week insights, tips, and best practices.
Thank you! You have been subscribed.

Free Guide: The Ultimate Inbound Marketing Strategy Playbook 2022

Read the Guide Subscribe
Join 40,000+ sales and marketing pros who receive our 4x a week insights, tips, and best practices.
Thank you! You have been subscribed.
Learning Center
Learning Center
Close
The IMPACT Learning Center

Free resources to help you master inbound marketing and They Ask, You Answer

Access the Learning Center

Access the Learning Center

Access the Learning Center
learning_center_grey__What is They Ask, You Answer-v2-black

What is They Ask, You Answer?

What is <span>They Ask, You Answer?</span>
Articles, Podcasts, & Updates

Articles, Podcasts, & Updates

Articles, Podcasts, <span>& Updates</span>
learning_center_grey__Free Courses and Certifications.svg

Free Courses & Certifications

Free Courses & <span>Certifications</span>
On-Demand Keynotes & Sessions

On-Demand Keynotes & Sessions

On-Demand <span>Keynotes & Sessions</span>
Events
Events
Close
IMPACT+ Membership
IMPACT+ Membership
Close
Services
Services
Close
Navigation_8_2021_taya

They Ask, You Answer Coaching & Training

They Ask, You Answer Coaching & Training
They Ask, You Answer Workshop

They Ask, You Answer Workshop

They Ask, You Answer Workshop
Navigation_8_2021_workshop

Inbound Marketing Services

Inbound Marketing Services
Navigation_8_2021_website design - monitor

Website Design & Development

Website Design & Development
Navigation_8_2021_hubspot implementation

HubSpot Training & Implementation

HubSpot Training & Implementation
Navigation_8_2021_virtual selling

Virtual Sales
Training

Virtual Sales <br>Training
Navigation_8_2021_swell - paid ads

Paid Search & Social Services

Paid Search & Social Services
Become a Certified Coach
Become a Certified Coach
Close
... Inbound Marketing Marketing Strategy
Close
The Ultimate Inbound Marketing Strategy Playbook 2022

Free Guide:

The Ultimate Inbound Marketing Strategy Playbook 2022
Read the Guide
The Ultimate Inbound Marketing Strategy Playbook 2022
Free Inbound Marketing Playbook
View The Ultimate Inbound Marketing Strategy Playbook 2022
The Ultimate Inbound Marketing Strategy Playbook 2022

Free Guide:

Take your inbound strategy to the next level

  • Master the 7 principles of highly effective inbound marketing
  • Dramatically improve your inbound sales
  • Get more buy-in at your company

Dos and Don'ts for Managing Client Relationships

By Stacy Willis

Stacy Willis also recommends this free guide: The Ultimate Inbound Marketing Strategy Playbook 2022.

Dos and Don'ts for Managing Client Relationships Blog Feature

What does it mean to be a successful marketing consultant and strategist?

Being a relatively new to the team myself, that is a question I am still learning to answer on a day-to-day basis. Because, while it might seem easy for me to say I'm the one developing and executing inbound marketing strategies that help our clients win, that only scratches the surface of what we do.

At IMPACT, we place a strong emphasis on the other aspects of our role, as well. For example, cultivating and fostering relationships with our clients.

With this in mind, here a handful of dos and don’ts I've learned since I started here. I think they are important lessons for professionals who manage client relationships of any kind, and not just account managers at a marketing agency.

Free Guide: The Ultimate Inbound Marketing Strategy Playbook 2022

Understand how to rank higher in search engines and get your most common SEO question answered.

Download for Free Now!

DOs

  • Always be in the mindset of building a lasting relationship with your client. If you work hard at sustaining a healthy relationships, instead of always focusing exclusively on tactical deliverables, there will be less churn in your agency and you won’t have a hard time finding new clients. (And hopefully, the good ones will share your great work with others!)

  • Take the time to research the industry of your client, in addition to what their expectations and goals are. This way you'll have understanding and context for what they're trying to accomplish and can provide more strategic guidance.

  • Honesty is always the best policy. Fulfill your commitments in a timely manner and document them. If you're unable to meet a deadline, be proactive in communicating that. Don't erode your credibility with dishonesty.

  • Listen first. At IMPACT, we can only provide our expertise with a clear understanding of our clients interests and needs, and that can only happen if you focus on being a good listener.

  • Ask yourself regularly, "What value are you adding? How are you enabling their success?" Give them a reason to keep coming back to you. You don't want them to forget why they hired you or be unable to articulate why you add value to their business.

  • Always create and send an agenda before each meeting that outlines your meeting's purpose and objectives clearly. Then review it before the meeting – and stick to it!

  • Tough meetings can happen, so it's imperative to stay cool and be patient. Sometimes things go wrong, which can result in justifiable frustration on both sides. Check your ego, listen, be respectful and give helpful suggestions. In some cases, it can be beneficial to table the discussion to a later date to let things cool off.

  • At IMPACT, we believe very much in the "owning it" philosophy. Which means you should own your successes, but also admit when you've made a mistake. (Everyone stumbles; what matters most is how you get back up.) Own up to your mistakes and take steps to make sure they aren’t repeated.

  • We are also committed to learning and continuous education. As an account manager, I apply this to all of my clients by proactively educating myself on their business specifically, as well as changes within their industry!

  • Stay positive and don't forget to celebrate your wins. Account management can mean a lot of work and late nights, which means it can be easy to get down sometimes. When that happens, take a moment to look back on all of the hard work you've done and celebrate the wins – with your coworkers and your clients!

DON’Ts

  • Don’t over-commit yourself. When you're in a client-facing role, saying "Yes!" to everything is almost like a reflex. This can create problems down the line, however, when you say yes to something you don't have time for. Know your boundaries and learn how to address additional requests from clients. 

  • Don’t act like a know-it-all. Are you an expert in your field? Yes. Should that translate into boorish condescension? Definitely not. It wasn’t an attractive feature in grade school, and it certainly doesn’t translate well into adulthood. Again, this comes back to being a good listener. Don't assume you know the problem and the solution. Foster conversation.

  • Come clean and don’t fake answers you don't have. It’s okay to say, "I don't know, but I can definitely find out for you," when a client asks you a question. It sucks not knowing the answer to a client’s question, but you can create sticky situations by not owning up to it.

  • Don’t make your client wait on you. Clients that are left unattended seldom return. So, be punctual for meetings and be consistent and proactive with your communication.

  • Like the first "don't" I mentioned, don’t make promises you can’t keep and always keep the promises you do make.

  • Don’t be rude to your client or your team members. There are many other ways to establish your value but having a condescending attitude is not one of them.

  • Don't always rely on email to get your message across. Instead, kick it old school, and pick up the phone. Seriously. Email is efficient, but it's not always the best mode of communication. So if you see a conversation going down the wrong path, or you just have a gut feeling that something isn't quite right, pick up the phone to have a direct conversation. That personalized interaction can go a long way, especially with those clients who prefer speaking directly, rather than over email.

Final Thought

I’m sure there will be more added to this list as I continue my work with IMPACT and grow in my position. But for now, I think this is a good starting point.

But remember, as strategists and consultants, we are responsible for so much more than just the services we deliver. So always be on the look out for opportunities to grow the relationships you have with your clients into partnerships. That way you're both on the same side, working toward the same goals.

That's how you really win.

The Ultimate Inbound Marketing Strategy Playbook 2022
The Ultimate Inbound Marketing Strategy Playbook 2022

Free Guide:

The Ultimate Inbound Marketing Strategy Playbook 2022

Take your inbound strategy to the next level

  • Master the 7 principles of highly effective inbound marketing
  • Dramatically improve your inbound sales
  • Get more buy-in at your company

Topics:

Marketing Strategy
Published on January 23, 2015

Recent Articles

Video Marketing: What Your 2022 Business Video Strategy Must Include
January 17, 2022 • 10 min read
8 Crucial Elements Every Homepage Should Have [+Video]
January 15, 2022 • 6 min read
5 Organizational ‘Cleanses’ To Start Your Year Off On the Right Foot
January 1, 2022 • 6 min read
What Should a 2022 Content Marketing Strategy Include?
December 30, 2021 • 9 min read
17 Business Blog Topics Your Audience Wants You To Write
December 24, 2021 • 11 min read
Brutally Honest Pros and Cons of They Ask, You Answer for Digital Marketing
December 7, 2021 • 10 min read
The Step-by-Step, 12-Month, DIY They Ask, You Answer Implementation Plan
December 2, 2021 • 16 min read
‘The Big 5’ Best Business Blog Topics That Drive Traffic, Leads, and Sales (+ Video)
November 26, 2021 • 9 min read
Why Trust Is the True Currency for Any Business
November 16, 2021 • 5 min read
How To Get Started With They Ask, You Answer: Your First 6 Months
November 11, 2021 • 11 min read
How a Lack of Sales and Leadership Buy-in Is Killing Marketing Morale Worldwide
November 9, 2021 • 6 min read
Free Inbound Marketing Courses and Training
November 5, 2021 • 5 min read
What is the Value of a Digital Marketing Consultant?
November 4, 2021 • 6 min read
Benefits of Online, Peer-to-Peer Learning for Digital Marketers
October 30, 2021 • 8 min read
How is IMPACT Different From Other Agencies?
October 27, 2021 • 5 min read
Why You Might Want to Hire a Marketing Coach Instead of an Agency for Your Business
October 26, 2021 • 7 min read
How To Become a Better Coach (for Business Consultants, Sales Coaches, and Marketing Strategists)
October 20, 2021 • 8 min read
How to Get Your Whole Team to Buy in to They Ask, You Answer
October 19, 2021 • 4 min read
Get Clients To Seek Your Approval, Not the Other Way Around (Podcast)
October 13, 2021 • 1 min read
Why Your Business Always Needs to Invest in Marketing — in Bad Times and Good (+ Video)
October 7, 2021 • 8 min read
How to Grow a Digital Marketing Agency (with Coaching Services)
October 6, 2021 • 6 min read
36 Eye-Opening Inclusive Marketing Statistics That Prove Its Power for 2022
October 6, 2021 • 6 min read
Hire Freelance Writers with Caution (Read this First)
September 27, 2021 • 10 min read
5 Key Elements of a Winning Inbound Marketing Strategy
September 14, 2021 • 14 min read
How to Get the Most Out of Your 2-Week HubSpot Free Trial
September 13, 2021 • 5 min read