Setting Achievable Goals Leads to Better Client Management
Everyone has tried to set a goal for themselves at some point. Whether these goals are big or small, everyone has tried to work toward achieving something they desire. Setting goals are especially important for marketing agencies and their clients. Think about your agency, what goals are currently in place for your team? Do your goals match up with the goals of your clients? These are vital questions to ask and answer, to successfully begin developing a goal setting template for your agency and clients.
Set Shared Goals with Your Clients
When meeting and managing clients, your agency should discuss what exactly the client is looking for. Why did the client decide their business needed to consult a marketing agency? What kind of marketing do they want for their business? Once these questions are answered, it’s time set a date to finish the project, right? Wrong, this is only one step in a proper goal setting template. Your agency must understand what goals the client wishes to achieve with your marketing aid, and furthermore, why the client wants to achieve those specific goals.
Your agency and your client must work together to develop specific goals to achieve. These are called shared goals. Shared goals are vital to the overall goal setting template your agency should develop. By establishing shared goals, your agency and your clients will fully understand what the other wants. These shared goals will make communication between your agency and your clients more efficient. With better communication, your agency and clients can develop strategies for completing each task within the overall project.
How to Develop a Goal Setting Template
Goal setting may seem like an easy, straightforward task, but it can be far more complex than you might think. For goals to be properly developed and set, your agency and your clients must
work for hand in hand right from the beginning of the working relationship. Your agency will want to start by defining the different goals your client wants to set. These can be marketing or general business goals. Your agency should question the client’s employees from as many departments as possible, so your agency can get a full spectrum of ideas for goals to set. Once you’ve gathered enough information from the client, begin to evaluate any historical data the client can provide. Evaluating data such as leads, sales, and site traffic will lead to a detailed understanding of why the client wants to set certain goals.
It is important that the client know what goals they want to set and what information lead them to develop those goals.
Every agency and client has year-end goals they wish to reach. However, only having a year-end goal is a common mistake most agencies make. Make sure your agency and client set smaller goals, that are easier to achieve when compared to the larger year-end goal. These smaller goals should all be parts that lead up to achieving the year-end goal.
For example, if one of your clients wishes to increase sales by $1,000,000 by year’s end, smaller smart goals would be to increase sales by specific increments every few months or so, leading up
to an increase of $1,000,000 by the end of the year. Setting smaller goals will make the overall project seem less daunting for your agency and your clients.
Review Each Goal
After your agency and client set shared goals, your agency and client must agree to a time to review each goal. Your agency should attempt to provide each client with a comprehensive progress report each month. Doing so will continue to build the client’s faith in your agency. It also allows the client a chance to see what progress you’ve made on the overall project. Reviewing and reporting on goals also provides your agency and clients a chance to revise some of the goals, if they no longer fit the overall goal.
Properly setting up goals will help your agency and clients stay focused on the project. It is important to set incremental goals that lead to the main goal the client wishes to achieve. Be sure to review and report on each goal with the client every month or so. By following these guidelines, your agency will develop an effective goal setting template.