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Marketing Directors: Build Success Through Quarterly Meetings with Your Account Manager

Regular check-ins with your Digital Agency's Account Manager ensure progress, reveal new opportunities, and build a stronger partnership for better results.

As a Marketing Leader, you’re constantly navigating the balance between strategy, execution, and ROI. But are you making the most of your relationship with your digital marketing agency? One of the most effective ways to ensure your agency delivers real value is to schedule quarterly meetings with your assigned Account Manager. Here’s why these check-ins are critical for your success.

Align on Goals and Strategy

Your Account Manager is your agency’s strategic partner. They’re not just there to report on performance; they’re there to help you succeed. Quarterly meetings provide a structured opportunity to revisit your business goals, analyze progress, and ensure your marketing initiatives align with broader company objectives. This alignment is key to driving meaningful results that go beyond vanity metrics.

Proactively Identify Opportunities

Things are always changing and opportunities can quickly come and go. Your Account Manager has their finger on the pulse of industry trends and emerging technologies. Quarterly reviews allow you to tap into this expertise. Whether it’s leveraging a new ad format, experimenting with an untapped channel, or capitalizing on seasonal trends, these conversations can uncover ideas that position your brand for growth.

Strengthen Your Marketing Team’s Impact

Your agency is an extension of your marketing team, and your Account Manager plays a pivotal role in bridging the gap. During quarterly meetings, you can discuss where the agency’s support is most needed. This might include campaign execution, website design initiatives, or even providing resources to upskill your internal team. The goal is to empower your marketing department to achieve more with the resources available.

Foster a Strong Partnership

A great agency-client relationship is built on trust and collaboration. Regular meetings with your Account Manager deepen this connection, making it easier to navigate challenges and celebrate wins together. When your Account Manager understands your business, your priorities, and your pain points, they’re better equipped to act as an extension of your team, rather than just a vendor.

Make Quarterly Meetings a Priority

If quarterly meetings with your Account Manager aren’t part of your routine, now is the time to change that. These conversations are an investment in your marketing strategy and your partnership with your agency. By making them a priority, you’ll not only improve your ROI from your agency partnership but also create a stronger, more effective collaboration that drives long-term success.

Make it a habit to connect with your Account Manager every quarter. When they reach out, say “YES”, or better yet, get it on your calendar now and start the year strong.

My favorite part of my job (and the part that comes most naturally to me) is building strong relationships with my clients. Being an account manager allows me to focus all of my energy on solving problems, strategizing, and learning everything there is to know about my clients.
Olivia Young
Account Manager, Solid Digital
Effective website experiences & digital marketing strategies.