Hello, my friends in PR. Some of you have seen that I'm looking for a new agency, and a few of you have submitted responses to the RFI we sent out. I even met with some of you these past few weeks. I am excited to hear of your continued success, cheered to see that you continue to employ creative, passionate people, and heartened that in this challenging economy, you continue to be able to pay the rent on your trendy office locations, with hardwood floors and cute dogs running around and exotic bottled water.
So it is with the utmost respect and appreciation that I offer you these five tips for pitching marketers in the future:
1. Cut the bullshit.
While many marketing executives are guilty of hyper-inflating the NASCAR slide, you know, the one with all your customer logos on it, how many of you really did work for Apple? Or Sun? Or Google? Be aware that the community of marketing execs is small, and people talk, and if you feel confident enough to list a company as a client in your logo slide, be sure that we'll ring up our friends at the company and check on the work you did. Especially if you don't list them on your reference sheet.
Also, if you are claiming fantastic results year-over-year, congratulations! But please don't compare your work in a year when the company didn't have ANY PR representation, to the work you did getting ramped up.
If the only time I'm going to meet the fantastic founders who drove strategy for Edelman/Fleishman/Porter/etc. is at the pitch meeting, tell me. I'm going to ask anyway and you may as well come clean. Tell me if my retainer is too small to get the big brains on the account.
and speaking of retainers,
2. Knock it off with the retainers.
I do want to be able to predict my marketing budget, so paying you variable rates based on project work isn't the best option. But neither is writing regular checks to you every month, whether I have a big product launch you are working on, or it's December and not much pitching is happening. I believe you should get paid a fair rate for the work you do, but exactly what you're doing is so opaque to me, and so painful to get from you, that I constantly feel like I'm getting ripped off. I know you feel you're not, so let's come up with a system of billing that is transparent.
and transparency leads me to,
3. Invest in a way to track the work that your people perform.
In speaking with a lot of PR friends "unofficially," it's pretty clear that most agencies have a pretty lousy system for tracking exactly what their staffers are doing day-to-day. While I'm all for mid-day breaks for Guitar Hero, I also think you should be running your business like any professional services firm, and tracking your people's billable hours. And by the way, once you get that system set up, let me, your client, have access to the same data, so I can see who is working on my account, how long they are spending, and what they are doing with all that time.
and time reminds me of
4. The time you spend managing the account is at least as important as the time you spend servicing the account.
I don't like threats and I loathe intimidation tactics. Still, if your attention to my account spikes to feverish levels once I tell you I'm putting the account up for review, I'm going to view the delta between the number of phone calls I got before I gave you the news, and the number after, as evidence that I'm not getting the kind of attention I need. We should be having regular chats, not just about progress on the account, but about my industry, your industry, and long-term strategy. If the only time you head out for a power lunch is when our annual contract is up for renewal, that's an indication of how you manage relationships. And through the transitive property of PR, I'm going to suspect that your relationships with the press and the media are run in a similarly opportunistic way. I'll never argue your account management tactics with you, but I challenge you to develop a long term view of the agency/client relationship.
and by the way, you should remember to always
5. Challenge me.
I'm hiring you for your expertise, your accumulated time in the industry, your learnings from failures as well as successes. If I'm asking you to do something that you KNOW won't work because you've done it before, tell me. And stick to your guns. If I question your decision, hold fast. Don't do it because I tell you to do it, but explain to me all the reasons why your way is better. Or different. Or will generate better results.
In the end, it's all about results. That's how I'm measured and ultimately, it's how I will measure you. Be an honest, trustworthy, thoughtful adviser to me, and you'll be my agency for life, not just as this firm, but everywhere I'll go in the future.
And thanks for all the bottled water.

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Thanks, Roger. The nice update is that in the process of looking at agencies, we've found some real gems, folks who deeply understand the needs of marketers to measure and track their investments in all areas of marketing these days.
Will update you all on our final choice once we've signed.
Posted by: Steve | March 2009 at 08:40 AM
Hi Steve-
Thanks. You should check out 5W PR -- they are a really great agency with a super smart, classy CEO named Ron Torrosian. He's a real gem.
Posted by: Roger Simitzky | March 2009 at 06:12 PM
Steve,
I wanted to comment on the blogfader post (comments closed) but this will do. BTW, you explained in that post in 3 sentences what TOA does better than I could decipher from being on the actual site for 10 minutes.
It also looks like a "branding" site. I'm sure your main goal is to find sales opportunities, correct? Check out Why Most B2B Websites Don't Work.
Related to that is converting qualified inbound traffic. Check out
5 Must Haves For A Strong Call To Action.
Congratulations on the new gig and good luck...
Dale
Posted by: Dale Underwood | March 2009 at 08:19 PM
Valuable insights!
There are certainly any number of things that folks can do to answer your concerns:
1. Consider asking firms to operate under an annual budget that is drawn down by project. At our firm, we monitor time on a weekly basis and can tell you how your "spend" is evolving.
2. Tracking staff billable hours is also important. One way to do that is to set up a system whereby employees must predict (perhaps on a weekly basis) the hours they expect to invest for each client. Management can then adjust those hours according to client need and emerging news. They can also pull in more resources if necessary.
3. Finally, pick a firm that enjoys challenging you on strategy, but also sticks around for the "tough part" of the conversation -- developing a nuts and bolts (possibly, dare I say it, even boring!)set of tactics that will help you deliver on your brand's potential.
I really enjoyed your perspective and good luck on your agency search...
Elizabeth Sosnow
Managing Director
BlissPR
Posted by: Elizabeth Sosnow | March 2009 at 07:16 PM
Thanks for all the comments so far, guys.
James, I would be all for the puppy and bottled water if that resulted in creativity. Unfortunately, in many agencies I've spoken with, it merely equates to overhead, not results. And yes, we're working on a new web site, too. Thanks for the feedback!
Roger, we may not need a new agency, but we've had some challenges with the one we have now, and the responsible thing to do is look at other options when it comes up.
And DB, glad to see you comment. And I completely agree that great account management makes the relationship long lasting. And Clear Ink had great account management when I worked with you guys! Too bad you don't have a PR practice.
A final note: One PR agency, once they saw that we had spun up on Facebook, Twitter and LinkedIn, and having had some talks about a corporate blog, came back to us with a suggestion we post on Slide Share and Flickr. Without a cohesive strategy (specifically, what posting on those sites earn a B2B company), the company's social media expertise pitch rings hollow.
Posted by: Steve | March 2009 at 11:34 AM