When a client decides to part ways with an agency, many challenges arise. Momentum can wane. Work and communication can become inefficient and unproductive. But it’s in an agency’s (and client’s) best interest to make the move as seamless as possible.
Pile and Company’s Agency Onboarding assists clients with the smooth transition of business from one agency to the next. Our disciplined approach to agency onboarding can include:
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A detailed transition plan agreed upon by the client, incumbent and new agencies
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Incentives to new agency, built into the contract, when transition goals and timelines are met
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Delivery and milestone dates agreed upon by all parties
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A data request document with clear guidelines on data sets and delivery
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Management of agencies during the process
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A final transition report with action plan and detail of new agency’s achievement of transition goals to inform any incentives
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Contact us or call Meghan McDonnell at 617.587.3937 to learn more.