At Ramey, we believe that building strong client relationships begins with exceptional onboarding processes and client service. As the Business Development Director, I’ve seen firsthand how a well-structured, thoughtful approach to building relationships with new clients can set the stage for long-term success. It’s not just about starting a project; it’s about creating a partnership built on trust, transparency, and results. Over the years, our approach to onboarding has been refined to ensure that every client feels supported, understood, and set up for success from day one.
Here are some of the steps we take to laying a great foundation for a successful client / agency relationship:
Deep Discovery and Alignment
The foundation of any successful client relationship is understanding. Before we start any work, our team at Ramey dedicates time to truly immerse ourselves in the client’s business, values, and overall goals. This “deep discovery” phase is about more than just gathering information; it’s about aligning with the client’s goals, challenges, and market realities.
We sit down with your team and ensure that your goals are now our goals. This alignment paves the way for a more collaborative and efficient relationship, where both sides are on the same page from the outset. We like to think of ourselves as an extension of your marketing team, which leads us to the next important aspect of our relationship.
Clear Communication Channels
Once we’ve completed onboarding, clear and open communication becomes our top priority. At Ramey, we know that transparent communication is essential for fostering trust and maintaining alignment throughout the project.
To facilitate this, we establish well-defined communication protocols. Whether it’s weekly or bi-weekly check-ins, creating dedicated points of contact, or setting up detailed reporting structures, we ensure that clients always know what’s happening and where the project stands. These steps help to prevent any misunderstandings and keep both parties working toward the same goals.
Ongoing Collaboration and Continuous Feedback
The onboarding process doesn’t end after the first deliverable. At Ramey, we believe in continuous collaboration and feedback. We regularly check in with clients to assess progress, identify any new challenges, and ensure we’re on track to meet goals.
We’re proactive about seeking feedback, making adjustments, and improving the process. This ongoing dialogue not only strengthens our relationship with the client but also allows us to be more agile in responding to changes in their business or the market. It’s this constant communication that helps maintain a strong, collaborative partnership well beyond the initial onboarding phase.
At the end of the day, our approach to a good client / agency relationship is designed to build long-term, successful partnerships. From deep discovery and clear communication to early wins and ongoing collaboration, each step is focused on creating trust and transparency—ensuring that we deliver results from the very start.
At Ramey, we’re not just focused on launching campaigns; we’re focused on building relationships that last. All of these steps are part of the journey that’s about driving meaningful, measurable success for our clients.
Written by
