Do You Need a Client “Code of Conduct”?

by | Dec 18, 2020

Could setting out clear “rules of engagement” really make a difference to your relationships with clients?

When Teresa Allan of The Magnus Club set up a roundtable of agency leaders last year, everybody kept talking about their tortured relationships with clients.

Teresa started to wonder: “Could we as an industry work WITH clients on HOW we can work better together?”

She launched the B2B Code of Conduct – a free document that agencies and clients can use to agree ‘terms of engagement’. It lists recommended behaviours around pitching, onboarding, and communication.

It makes sure that both sides knows what’s expected.

“It’s by everybody, for everybody, and takes everybody’s point of view into account,” says Teresa. “If we work better together, we will do better work, have more fun doing it, achieve better results, and accelerate the industry as a whole.”

The B2B Code of Conduct helps you measure your existing relationships, too.
“You can use it to get off on the right foot with a new client” says Teresa. “But it acts as an ongoing reminder when things are going slightly awry with existing clients.”

In our discussion with Teresa, we’ll cover the key points of the code of conduct, how to use it in your agency, how it can positively affect working relationships, and how it can help to accelerate your agency and the industry as a whole.

Zoom registration link: https://us02web.zoom.us/meeting/register/tZYpcu2spz8qHNw8NmWieNLIhyikr3qhbc4P
Meeting password: CziFbd