
WHAT is
YOUR AGENCY
TOO AFRAID TO TELL YOU?
Client teams are experts in knowing what success should look like, but can unintentionally waste money because of how they work with their agencies. In my experience, it's not unusual for ~30% of a final budget to be spent on scope changes, specifications and preferences that have little impact on outcomes but load up costs (and frustrations) for clients.
SCOPE OPTIMIZATION

Do small matters become the focus of attention and budget at the expense of what will really affect the outcome?
RESOURCE FOCUS

Are requests weighed against their potential impact on project time and cost, or could they mean paying for extra hours without a clear benefit?
IMPACT-DRIVEN OBJECTIVES

Are agency briefs linked to outcomes that really matter, or standard deliverables and metrics that sound good but don't reflect what success really needs to look like?
STRATEGIC FEEDBACK
Is feedback designed to advance project goals, or does it come with the risk of costly revisions and unnecessary delays?

Enabling client teams to work more effectively with their agencies can provide a huge ROI – potentially transforming a brand team's performance and offering six-figure savings over a long-term assignment. Even on smaller accounts, efficiencies can free up resources for additional initiatives, faster delivery or deeper strategic focus.
My experience includes two decades of partnering with procurement teams in pharmaceuticals and healthcare – industries where compliance and governance are non-negotiable. I help to ensure that agency relationships are not only cost-effective but also aligned with the rigorous standards that sectors like these demand. My support frameworks are designed to work for clients across industries, ensuring that the value negotiated when procuring an agency is fully realized in delivery. Why does this problem exist? Clients are busy. They are experts in what they do, be it marketing, advertising, technology or healthcare. They are under pressure to deliver and need to think and act fast. Working with their agency in a way that makes the most of their budget can be far down the list of priorities. Good agencies hate clients wasting their money. It makes them look expensive and is bad for their business. A good agency wants its client to spend their money well and feel they are getting a great deal, not a raw one. But the desire for good working relationships means inefficient client practices are hard for agencies to address head-on. This is where outside expertise, steeped in the working practices of both sides but without any vested interest, can help. How do you know when you’ve got a problem? It often comes down to money. Your agency budget continually goes up, but you don’t feel like you get any more for the extra you spend. Sometimes it might be time. Delivery deadlines get pushed back even though you feel the output remains the same. Reputations suffer, and opportunities get missed. It adds up to frustration and not feeling in control of agency budgets and timelines. Ultimately, business performance can start to suffer too, and it’s tempting to change agency and hope that fixes the problem. Changing agencies isn’t easy. It can impact timelines and costs, and without optimizing both sides of the client-agency equation, changing can be more in hope than expectation. I can help save you time and money by making existing agency relationships work better and setting you up for success when you do decide to change.

Getting the most for your money
Interactive workshops designed to increase clients' confidence and practical understanding of how to manage their agencies, make better informed decisions and lead successful projects.
Enhance understanding of agency engagement best practices
Improve ability to effectively brief and provide actionable feedback
Gain strategies for maintaining project and budget control and maximizing ROI
Practical tools, techniques and AI use for optimizing collaboration and improving outcomes
Best for clients new to choosing agencies

Setting the Stage for Success
Focusing on the critical early stages of agency engagement, learn how to navigate the selection process, review proposals effectively, and set clear expectations from the start. Gain the confidence to make informed decisions and establish a strong foundation for a successful partnership.
Perfect for those choosing agencies for the first time.
☑ Know what you really
want and need
☑ What makes a good
or a bad brief
☑ Agency capabilities
that matter
☑ Red flags to
look out for
☑ Questions to ask
☑ Choosing for success
☑ Essential onboarding expectations and communications
☑ Roles, responsibilities and performance metrics
☑ Common client mistakes
☑ Live problem-solving on current agency engagement challenges
2.5 hours workshop,
online or in-house.
Maximum 8 participants.
Best for clients needing to optimize agency partnerships

Optimizing for Efficiency and Impact
Essential practices for making work with agencies easier and more effective through creating better briefs, making informed decisions and providing actionable feedback. Maintain clarity on desired outcomes and foster honest communication to enhance collaboration and project outcomes.
Designed for clients working with agencies for the first time or who are struggling to optimize their agency assignments.
☑ What matters most
in making work easier
☑ Briefs that avoid ambiguity
and drive results
☑ Useful vs. useless feedback
☑ Balancing risk and reward
☑ Meeting milestones and avoidable delays in delivery
☑ Roles, responsibilities
and expectations
☑ Fostering long-term collaborations
☑ Avoiding repitches
☑ Live problem-solving on current agency relationship challenges
2.5 hours workshop,
online or in-house.
Maximum 8 participants.
Best for clients managing agency budgets

Smart Spending to Maximize Value
Focusing on financial management, what makes a good agency budget and how to avoid major causes of waste. Learn how to identify cost drivers and avoid common pitfalls to optimize spend and maximize ROI.
Aimed at clients wanting to enhance their agency financial management skills and get the most from their agency budgets.
☑ Agency budgets, cost drivers and what to pay attention to
☑ What matters and
what doesn't
☑ Questions to ask
☑ Knowing what you
really value
☑ Major avoidable causes
of wasted budget
☑ Time & materials
vs. fixed price
☑ Strategies for staying
within budget
☑ Making your money
go furthest while
maintaining impact
☑ Live problem-solving on current agency financial challenges
2.5 hours session,
online or in-house.
Maximum 8 participants.
Workshops focus on the principles and practices of how to achieve the most with least effort when working with agencies, and are most suitable for:

Clients new to working with agencies, who want to get the most value from the engagement and avoid making mistakes

Client leaders whose teams are struggling to optimize their agency assignments

Procurement leads looking to add additional value beyond agency selection and management
A partner as well as a trainer

Agency review and selection
Guidance and support on finding, reviewing and selecting the right agency including RFP development, proposal and pitch review and agency onboarding. Accelerate successful outcomes and avoid making the wrong decision.

Client-agency issues management
Troubleshoot specific challenges within business-critical client-agency relationships. Get agency assignments back on track and avoid losing time and money.

The potential return is a fraction of the investment
Optimizing how your teams work with their agencies means increasing the impact for brands and ROI for business partners. For a 100k, 6-month project that runs over by 20% in both cost and time, with no appreciable gain in outcome, simply reducing the overrun to 10% will produce: •10k cost savings – more than covering the investment cost. Multiply this saving over many projects, or a single big project, and the gains quickly add up to many multiples of the initial investment •18 days gained on time to project delivery •Extra opportunities from using saved budget, and client time and headspace freed up for other things



Realize the Potential of Your Agency Relationships
