6 Things You Can Do to Prepare to Work With a Marketing Agency for The First Time

Working with a marketing agency can be a game-changer for businesses looking to improve their digital marketing efforts and grow their brand. However, before joining a marketing agency partnership, it’s important to do your due diligence and prepare your team for the collaboration. 

This blog post will discuss tips on assessing your budget, researching potential agencies, and preparing your team to work with a marketing agency for the first time. We’ll also cover what expectations you should set before starting a partnership with a marketing agency to ensure a successful collaboration. 

6 Things You Can Do to Prepare

By following these tips, you can set your business up for success and achieve your marketing goals with the help of a marketing agency.

1. Define Your Goals. Defining goals is an important step in preparing to work with a marketing agency for the first time.

• Start with the big picture: Consider your overall business goals and how marketing can support them. For example, if your goal is to increase revenue, consider how marketing can help drive sales.
• Be specific: Goals should be specific and measurable. For example, instead of setting a goal to “increase website traffic,” set a goal to “increase website traffic by 20% in the next six months.”
• Use the SMART framework: SMART stands for Specific, Measurable, Achievable, Relevant, and Time-bound. Using this framework can help ensure that your goals are well-defined and achievable.
• Consider your target audience: Your goals should be aligned with the needs and interests of your target audience. For example, if your target audience is primarily millennials, your goals may need to focus on social media and mobile marketing.
• Collaborate with your team: Involve your team in the goal-setting process to ensure everyone is aligned and working towards the same objectives.

2. Understand Your Target Audience. Understanding your target audience is crucial for effective marketing; knowing who that is will help your agency help you. You can follow simple steps like conducting market research, analyzing customer data, creating buyer personas, etc., to understand your target audience.

• Conduct market research: Market research can help you understand your target audience’s needs, interests, and behaviors. This can be done through surveys, focus groups, or online research.
• Analyze customer data: Analyzing customer data can help you identify patterns and trends in your target audience’s behavior. This can be done through tools like Google Analytics or customer relationship management (CRM) software.
• Create buyer personas: A buyer persona is a fictional representation of your ideal customer. Creating buyer personas can help you understand your target audience’s needs, wants, and pain points, and can be used to guide your marketing strategy.
• Analyze your competition: Analyzing your competition can help you understand how they target your shared audience and identify gaps in the market that you can fill.
• Use social media: Social media is a great way to engage with your target audience and gain insights into their interests and behaviors. By monitoring conversations and engagement on social media, you can gain valuable insights into your target audience.

3. Assess Your Budget. Of course, working with a digital marketing agency isn’t free, so you need to determine your budget. How much can you spend? How much are you willing to spend? The following factors will help you determine that:

• Determine your overall marketing budget: Before working with a marketing agency, you should clearly understand your overall marketing budget. This can include both internal marketing costs (e.g., salaries, software) and external marketing costs (e.g., advertising, agency fees).
• Research industry standards: Researching industry standards can help you understand what other businesses in your industry spend on marketing. This can give you a benchmark to compare your own budget to.
• Consider your goals: Your marketing budget should align with your goals. Consider how much you are willing to spend to achieve your desired outcomes.
• Determine your ROI: Consider your marketing efforts’ potential return on investment (ROI). How much revenue do you expect to generate from your marketing efforts, and how does that compare to your marketing budget?
• Get quotes from marketing agencies: Research and get quotes from multiple marketing agencies to understand the cost of their services. This can help you compare prices and find an agency that fits within your budget.

4. Research Potential Agencies. Researching potential marketing agencies is crucial to finding the right one to work with. Here are some reasons why:

• Understand their expertise: Researching potential marketing agencies can help you understand their areas of expertise and whether they align with your marketing goals. For example, if you’re looking to launch a social media campaign, you’ll want to find an agency with experience in social media marketing.
• Evaluate their portfolio: Reviewing an agency’s portfolio can give you a sense of their past work and the results they’ve achieved for other clients. This can help you determine whether they fit your business well.
• Check their reputation: Researching an agency’s reputation can help you understand how they are perceived in the industry. Look for reviews, testimonials, and case studies to understand their track record.
• Compare pricing: Researching multiple agencies can help you compare pricing and find an agency that fits within your budget.
• Determine their communication style: Researching potential agencies can also give you a sense of their communication style. Look for agencies that are responsive, transparent, and easy to work with.

5. Prepare Your Team. Preparing your team to work with a digital marketing agency is important to ensure a successful partnership. Here are some tips on preparing your team:

• Define roles and responsibilities: Clearly define who will be working with the marketing agency, their roles and responsibilities, and how they will be involved in the process.
• Set expectations: Set clear expectations for what you want to achieve with the marketing agency and its role in achieving those goals.
• Communicate regularly: Establish regular communication channels between your team and the marketing agency, such as weekly or bi-weekly check-ins. This will help ensure everyone is aligned and working towards the same objectives.
• Provide access to resources: Provide the marketing agency with access to the resources they need to do their job effectively, such as customer data, branding guidelines, and marketing materials.
• Establish guidelines and processes: Establish guidelines and processes for working with the marketing agency, such as providing feedback and escalating issues.
• Foster a collaborative environment: Encourage collaboration between your team and the marketing agency, as this can lead to better results and a more positive working relationship.

6. Set Expectations. Before working with a marketing agency for the first time, a business should set clear expectations to ensure a successful partnership.

• Goals and objectives: Clearly define your marketing goals and objectives, and communicate them to the marketing agency. This will help ensure that everyone is working towards the same objectives.
• Timeline and deadlines: Set a realistic timeline for your marketing initiatives, and establish deadlines for deliverables. This will help ensure the marketing agency meets your expectations and keeps the project on track.
• Communication: Establish clear communication channels and expectations for how often you will communicate with the marketing agency and how you will provide feedback.
• Metrics and reporting: Establish metrics and reporting expectations for measuring the success of your marketing initiatives. This will help you track progress and make data-driven decisions.
• Roles and responsibilities: Clearly define the roles and responsibilities of your team and the marketing agency to help ensure everyone understands their responsibilities and expectations.

REVITY Is Ready to Work With You!

Working with a marketing agency can be a great investment for businesses looking to grow their marketing efforts and achieve their goals. At Revity, we specialize in helping businesses grow their brand and achieve their goals through our comprehensive marketing services. 

Call us today at 801.935.8687, email us at info@gorevity.com, or schedule an appointment with us to learn more about how we can help your business succeed through effective marketing strategies. Let’s work together to take your business to the next level!