ON DEMAND The 11 Agency/Client Warning Signs 

Originally delivered 4/6/22 with 20 mins of Q&A

Stephanie Schulman

Identify the top warning signs of a client/agency relationship in need of extra attention and implement proactive tools to raise retention, growth & agency morale

About the Speaker:

Stephanie Schulman is a 20-year vet of top NYC agencies with experience across a wide range of categories from traditional CPG and Beauty to high-science Healthcare. She thrives on delivering disruptive solutions for complex business scenarios – where healthy relationships are a-must. As the president of WildType, for the last 7 years Stephanie has worked in partnership with her clients to build KEYTRUDA, the most successful oncology brand in history.

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Losing clients not only impedes growth, it’s bad for agency morale. Yet agencies frequently miss the warning signs of a client relationship in distress. 

After a series of client losses, TBWA\WorldHealth took a radical approach by setting the goal of 100% client retention. The agency identified 11 early warning signs of a troubled relationship, as well as a unique approach to proactive performance management called Client Success Plans. 

The result? Dramatically reduced client churn and achieving 100% retention! 

Key Takeaways

  • Learn the warning signs of a distressed agency/client relationship
  • Why agencies often overlook a pressing need for extra attention
  • Prevent client loss and put proactive measures in place

Who should attend:

Anyone who regularly interfaces with clients: account, creative, strategy, and project management.

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