ways of working
Conduct
What Frustrates Clients about Agencies
I actually queried Chat GPT by asking “What are some leading reasons that Clients get frustrated by their agencies' '. For the most part, I think it nailed the response – I edited out the nonsense, so all of these apply.
Lack of Clear Communication: Poor communication regarding project updates, delays, or changes can lead to misunderstandings and frustration.
Not Meeting Deadlines: Consistently missing deadlines can damage the client's trust and question the agency's reliability.
Budget Overruns: Exceeding the agreed budget without prior approval or clear justification can cause significant client dissatisfaction.
Inadequate Understanding of Client Needs: Failing to fully grasp the client's business, goals, and target audience can result in off-mark strategies or campaigns.
Inconsistent Quality: Fluctuations in the quality of work delivered can make the client feel uncertain about the agency's ability to maintain high standards.
Overpromising and Under Delivering: Setting unrealistic expectations during pitches or meetings and then failing to deliver can lead to significant disappointment.
Delayed Responses to Communication: Slow or inconsistent responses to emails and calls can cause client frustration, as it suggests a lack of priority and responsiveness, potentially eroding trust and hindering the momentum of projects.
Lack of Proactive Ideas and Strategies: Clients expect agencies to bring fresh, innovative ideas to the table, not just execute tasks.
Not Adapting to Changes: Inability to adapt to market changes or client feedback can make an agency seem out of touch.
Inflexibility in Process or Approach: Rigid adherence to processes that don't align with the client's working style or needs can create tension.
Poor Crisis Management: Inadequate response or lack of support during a crisis can lead to loss of trust.
Adding a few:
Irresponsible Spending: Agencies are trusted with their clients’ money & we want to maintain the trust they put in us. So, spend money as if it were your own – and be accountable for it. Also, be mindful that as a manager, others look to us as an example. If we start flying First Class and dining at Michelin Star restaurants on the company dime, then we’ve suggested that’s how we all roll. I read once that Bill Gates flew economy whenever possible for the longest time, specifically for this reason. He estimated that by flying economy, the rest of his executive team would not even consider flying first, and created a culture of fiscal responsibility that is still at Microsoft today. At the end of the day, I never want to be in the position where we can’t make payroll because we spent the clients’ or the company’s money on dumb shit. All spending must be accounted for by the producer AND the business manager.
Unprofessionalism. This can span so many things - it just comes down to making sure you’re doing your best to earn trust all around & maintain the highest work standards across all points of the business.
This is a big watch out: Since we’re in the spirits business, one thing that’s bitten us in the ass several times is the issue of drinking at events or in the presence of clients. For whatever reason, it seems incomprehensible to a lot of people that it's our responsibility to stay sober at our own events. Our guidelines are “Little to no drinking at events'' for Client Service and Zero tolerance for everyone actively working the event. This should speak for itself. We’re there to oversee production, maintain standards and ensure a smooth event. We are also the first responders incase of emergency. If the client is not drinking, neither are we. And if they are, we’re drinking under the legal driving limit and only their product. Please don’t drink vodka in front of your Whiskey Client, especially if they’re picking up the tab. Recreational drugs, regardless of legality, have no place at our events and we have a zero tolerance policy.
templates & stuff
Obviously, not every call needs a formal agenda - but most scheduled calls with clients should have one. Particularly the ones with a lot of people calling in. Please forward an agenda the day before the call whenever possible - we want to let the client know what we’re trying to accomplish on the call and give them the opportunity to prepare for it. Following up after the call, please update the agenda and turn it into a call recap, with notes detailing conclusions, action points and important discussion points.
As an idea company, this is how we sometimes will present “white-paper” concepts. Its just a super-fast way to get an idea across a client’s desk without going deep on comps & such.
Generally, I like to present with a short: “Situation” paragraph & then roll into the “creative solutions”.
A scope of work (SOW) is a detailed document that outlines all aspects of a project, including its deliverables, timelines, and responsibilities, providing a clear roadmap for execution.
Key elements of a good scope of work include:
Clarity and Specificity: Clearly defines what will be done, how it will be done, and the expected outcomes, leaving no room for ambiguity.
Measurable Deliverables: Outlines specific, measurable deliverables, making it easier to track progress and completion.
Realistic Timelines: Sets achievable timelines for each stage of the project, considering all dependencies and potential challenges.
Defined Responsibilities: Specifies roles and responsibilities of all parties involved, ensuring accountability.
Defined Personnel: Lists the personnel assigned to the project, including their roles, responsibilities, and qualifications, ensuring appropriate resource allocation.
Flexibility for Changes: Includes provisions for handling scope changes, ensuring adaptability to unforeseen circumstances.
Fees and Payment Structure: Details the cost of the project, including fees for each task or milestone, and outlines the payment schedule and terms.
Experiential Brief - Google Docs
We love when clients give us an actual brief, but they rarely do. This is a template for us to use when we write the brief to ourselves based on what we understand the assignment to be. We should always get client approval before we start work on that.
Brief Information Request Form: Here’s a Google Form that you can use to prompt clients for the info we need.
Budget Template – Google Sheets
Use this for Working Budget Exercises and for Final Budgets. When you give a budget to a client, it's sensitive information so it's best to give it to them as a PDF attached to an email. – This way, if they ever have a memory gap & don’t remember seeing a budget, you can always refer back to the email with a specific attachment. If you send a live document link, there’s no proof of what is said at the time you originally sent it.
Before sharing with a client, be uber-prepared to defend it. Use the notes section to give as much context as you can.
Triple proof your spreadsheets before presenting numbers to the client. Check formulas, values & spelling.
Please be religious about NOT breaking the spreadsheet by sticking values into a box when it should be a formula. All the worst accounting errors start with a broken spreadsheet. Even if its just a quick “let me try this number on for size” exercise, don’t break the spreadsheet. And if you do, make sure to highlight the field in some sort of bright color so you can keep your eye on it.
This is an older Budget Worksheet - totally kosher to use this except, it needs a bit of a facelift graphically.
Proposal Request – Google Sheets
When we have a SCOPE that needs to be filled and we are feeling out resources, we use this form to detail out what we are looking for. This way, we can field this request out to a number of people / vendors & get an apples to apples bid going. The body of this will ultimately be used to populate their scope & contract.
When we provide a client with a full proposal including a proposed scope, budgets, and a sign-off, we use this format.
Creative / Program Presentations - Google Pages
Here are some examples of of proposals that don’t necessarily use the template, but I’m showing these to you for CONTENT:
Genuine Overkill Capabilities Deck – Google Slides
This is the most recent version - but it changes with every prospect. Haven’t found a better way!
Here’s a link to some of our work which can be shared upon request.
Our concept decks evolve & devolve all the time. I think this is a good time to put a stake in the ground. Let's use this for now, but we should build a true template & that’s on me.
more
Presentation & Procurement Departments
Regardless of whether or not our client actually has a procurement department, please work as if they do. Procurement managers are professional Negotiators.
Be prepared when meeting with clients, as these encounters can significantly influence the trajectory of our business relationships. Entering these meetings unprepared can leave us vulnerable to unfavorable negotiations, undermining our perceived value, and potentially result in contracts that are financially or operationally detrimental. Procurement people are skilled negotiators with a focus on cost-efficiency and risk management. Without a well-defined strategy, comprehensive understanding of our scopes, and readiness to articulate and defend our pricing and terms, we risk conceding more than necessary and compromising the integrity and profitability of our services. Thorough preparation is critical.
Contractors & Freelancers
Here’s a link to send all contractors & freelancers that will help them get onboarded & answer all the usual questions in one place.
Supplier Contract template.
Dealing with 3rd Parties:
Supplier Agreement – Google Sheets
Anyone we hire (Independent Contractor, Corporate Entity) must return a signed supplier agreement AND a W9 form.
FYI - please share this link with Vendors so you don’t get hit up with a ton of insane questions.
Negotiations:
It's a common and acceptable practice to negotiate with suppliers & vendors. Honestly, it's sometimes like trying to buy a fake Rolex on the street. When a vendor presents us with a costly estimate, its generally understood that there is room for negotiation. We have been able to secure Venues at ½ the proposed price, and catering for ⅓ off in the past. To NOT negotiate is simply leaving our client’s money on the table and will almost always lead to budget overages. It also makes us a target for “easy money” to these suppliers. Over time, we will need to sever our relationships with these vendors because we’ve trained them to overcharge. When we talk about treating the client’s money like it's our own, this is a critical part of the production process. Pay a fair price for services - but don’t be a target.
Contracts:
Contracts for Venues, Caterers, AV companies, or any 3rd party MUST be shared with the business manager AND Mandy for review.
Event Production Best Practices & Procedures
We do have some specific ways of working in regards to event production that you should become familiar with.
Live events come with a lot of moving parts & X-factors which means that if anything goes sideways at any point, and we find ourselves in an emergency situation, we need to be at the top of our games to deal with it in the most effective way possible. Overall, the Executive Producer on the event is responsible for anticipating such things and implementing protocols and procedures. These are BASELINE procedures & practices.
Safety:
NOTE: NONE of this is negotiable. Regardless of compliance legality, we, as event producers, are only interested in doing things at the highest level of efficacy and integrity. One injury or (God forbid) death at one of our events will be something none of us would ever live down, and I really don’t care if it costs a bit more to do things right. If something isn’t in the budget and you feel you might not be able to provide the highest level of safety to our guests, you are empowered to spend what you need to spend. Just bring it to the Executive Producer’s attention & we’ll deal with the expense. Clients will ALWAYS agree with this policy. We value people over profits.
On-site Sobriety & Preparedness: At any stage of producing on-site live events, anyone or any 3rd party that represents Overkill and our clients may not be under the influence of alcohol or any psychoactive substances. This is a zero-tolerance policy.
Security:
For an event where alcohol is being served, have a procedure in place to deal with intoxicated guests.
Intoxicated Guests:
All bartenders are, of course, required to be certified – which means that they are supposed to be trained to cut off guests who show signs of intoxication. That said, it doesn’t always happen - especially at events where alcohol is complementary and there are multiple bars present. It's important to have a plan for how to deal with intoxicated guests. It should be talked about thoroughly and discussed with the client and signed off on PRIOR to the event. Side note: Make sure to also deal with the possibility that one of the intoxicated guests might be a VIP or an employee of the client. There are NO acceptable scenarios where it would be ok to allow a guest to drive home showing any signs of intoxication. Plan accordingly. Every Member of our Staff should be well versed in what to do in case this happens.
Medical Emergencies:
All live events must have an appropriate number of licensed EMT on site, ready to deal with any medical emergency ranging from acute illness, food allergy attacks, etc. EVERY Overkill Employee should be introduced to the security officers and the EMTs on-site and we should be completely prepared to deal with any & all emergencies as a team.
Catering:
Any KNOWN allergens for passed or catered food should have a warning sign posted clearly next to the food. Work with the caterer to review the menu thoroughly.
Fire :
Work with the venue to review fire safety, fire extinguishers, exits, etc.
At any moment during ANY live marketing event, we may be visited by a fire inspector. ALL props must be fireproofed. This is NOT negotiable. Copied of Fire proofing certificates must be clearly inserted into the Production Book. Until we update this doc, use THESE guidelines as gospel.
Work with the venue to get rubber-stamp approval from all necessary parties on floor-plans, and production set-up / run of show. Make sure we are keeping fire exits clear and unobstructed. Etc.
Make sure we are compliant with all fire safety codes. It's good practice to get ahead of these things by working with the local fire department PRIOR to the event.
Run through practice scenarios for what to do incase of a fire inspection. They can be nerve rattling and absolutely lead to an event shut down if we are not prepared.
Crowd Control:
Have a plan for EVERYTHING. That’s all I’ll say for now, but plan for every scenario where Crowds might cause issues.
ON-SITE EVENT MANAGEMENT: Ok, so in the 400 years I have been working events, one constant I’ve always been frustrated by is trying to communicate our own team once doors have opened. Communication is key - and I’ve never seen it NOT broken. So, here’s how we’re going to fix it.
Each event will be assigned an Event Project Manager. This person will be stationed in the production office and should never leave. Their responsibility is to make sure they have a plan for how to deal with EVERY FORESEEABLE problem or need through efficient communication with all key team members and on-site vendors.
How that plays out is this: If you see that there’s an area that’s overflowing with dirty glassware & dishes, you just text / or radio the EPM, and they will start a ticket to deal with the problem. They will contact the head of catering & confirm that the problem has been rectified. So you don’t have to go running around asking “does anyone have eyes on catering”? Its onto the next thing… You see a drunk person that needs to be dealt with, same thing… the EPM will contact the head of security & dispatch someone to the scene. This is how fire departments, police precincts, and medical dispatch units operate because its the most efficient way to make things happen quickly.
travel
All Business Travel should be booked through our partnership with AMEX GLOBAL TRAVEL. Details for getting set up are below:
Please note: Even if you’re a travel arranger, you’ll need to validate profile information, add form of payment, and fill out all required fields in the online booking site. This way travel counselors can provide personalized service whether you book online or by phone.
TO GET STARTED:
1. To get started, click the link https://access.amexgbt.com.
2. To access the site, please utilize your work email address and then click on Next. Click on Forget Password.
3. Accept Terms of Service then Update your Profile.
4. Complete your profile:
(Important: A completed profile is necessary for travel counselors to provide you with quick, personalized assistance.)
5. Download the Amex GBT Mobile app:
a. Visit Google Play or the App Store to download.
b. Enter your corporate email address and click “Continue”.
c. Follow the on-screen instructions to complete your registration.
END USER TRAINING
Concur Open Training Sessions Every Thursday 2:00 PM ET
Join Zoom Meeting
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Meeting ID: 960 0930 6493
Passcode: 124676
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TO GET SUPPORT
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Still have questions or need help? Contact:
Traveler Care
Phone: (669) 272-1301 | 24/7
• Prompt 1 – online navigational assistance (Help using online booking tool or need to reset your password)
• Prompt 2 – to speak with a travel advisor (changes to an existing online booking)
• Prompt 3 – to speak with a travel advisor (New booking for travel within the US and Canada)
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(Tip: Please bookmark this new link to get easy access to your company’s traveler site).