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Planable is the best client-facing social media tool we’ve ever used and we’ve used a lot.
Email marketing is one of the oldest and best tricks in the communication playbook, and newsletters are an excellent tool for brand awareness, audience engagement, and lead nurturing. But newsletter planning is challenging. Coming up with and delivering fresh ideas...
Jun 5, 2024
Welcome to an insightful webinar featuring Corrie Jones, Head of Social Media at StrategiQ, and Miruna Dragomir, CMO at Planable. Corrie shares insider knowledge on the processes that set successful agencies apart and highlight common pitfalls clients encounter when switching agencies. Miruna deep dives into the essentials of effective communication and collaboration between clients and agencies, offering practical principles and real-life use cases from Planable’s customers.
In addition, we’ll discuss real-life scenarios, where Corrie will provide live commentary and advice. Finally, we’ll wrap up with a Q&A session to address your pressing questions. Whether you’re an agency or a client, this webinar will equip you with valuable insights to enhance your social media strategy and agency relationships.
Corrie Jones
Corrie leads the savvy social media team at StrategiQ to create powerful and data-driven strategies for clients, leaning on her decade of experience in the fast-paced world of social. In that time, she’s worked on projects with big brands like NatWest, Virgin StartUp, and Cancer Research UK, as well as spoken at SEMRush’s Global Marketing Day in New York and on the BrightonSEO main stage.
Miruna has been leading growth efforts at Planable for the past five years, taking the company from 50 to 6.5K active customers. With experience at Uber’s Marketing Team and Oracle’s Social Media Team, she’s a Forbes 30 Under 30 alumni who’s spoken at How to Web and CMO Alliance Fellowship.
1. More Than Just Content Posting: Look for a Strategic Partner
A quality social media agency should offer much more than simply posting content. Effective agencies build a full strategy that includes audience research, competitor analysis, trend monitoring, and brand alignment. When hiring an agency, ask about the steps they take to get to know your industry and goals. A good agency will treat posting as the final step in a larger, strategic process—ensuring every piece of content serves your broader objectives.
2. Establish Clear Communication Expectations
Many clients are uncertain about how often their agency should check in. The speakers highlighted that communication should be regular and multi-level: from weekly updates to monthly and quarterly business reviews. Regular updates aren’t just to report wins; they are opportunities to analyze what’s working and to pivot based on new insights. Consistent communication builds trust and ensures that strategies remain aligned with your evolving needs.
3. Onboarding Sets the Tone for Success
Effective onboarding helps agencies fully understand a client’s brand voice, objectives, and any specific do’s and don’ts. The experts emphasized the importance of a thorough onboarding to minimize misalignment. Clients should expect agencies to ask detailed questions and request access to brand materials, competitor information, and other resources. Thoughtful onboarding not only ensures the agency hits the ground running but also enables them to create content that genuinely represents the client’s brand.
4. Ensure a Good “Chemistry” Match
Clients and agencies should align on values, goals, and workflow expectations. The relationship should feel like a true partnership, with open channels for feedback and discussion. For example, if your company values flexibility and speed, partnering with a more rigid agency may create friction. As one expert noted, you’re likely to work closely with your agency team weekly, so look for people who energize and support you rather than add stress to your workload.
5. Look for Consistency in Team Members
High turnover within an agency can signal underlying issues and disrupt service quality. A revolving door of account managers makes it challenging for the agency to maintain the consistency needed for brand success. Agencies with a stable, well-trained team are better positioned to understand your brand on a deep level and drive lasting results.
6. Transparency Builds Long-Term Trust
Clients sometimes hesitate to share details about company revenue goals, target audiences, or marketing insights. However, the experts stressed that agencies can’t deliver top results without a complete picture. Being transparent with your agency about business targets helps them align their strategy with your success. When both sides bring honesty and openness to the relationship, it creates a partnership built on trust and shared objectives.
Ready to Set Clear Expectations with Your Social Media Agency?
These principles can guide you to a more collaborative, results-driven relationship with your social media agency. For a deeper dive, including real-life examples and actionable tips, leave your email below to access the full recording of this insightful fireside chat.
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