Working with a marketing agency starts with two meetings: in the first, the agency studies your product and gets access to your accounts; in the second, it presents the strategy and action plan. Then come content, shooting, ad tests and regular reporting.
Many business owners picture working with an agency as "I paid, now I wait for results." In reality, results come from the client and the agency working together.
In short:
- Meeting 1: briefing, audit, access.
- Meeting 2: strategy and action plan.
- Then: content plan → shooting → editing → posting.
- Performance: testing funnels and distributing the budget.
Meeting 1: introduction and briefing
The client presents the product and vision to the team. We ask: what is the current situation, do you have a design and social media, do you need packaging from scratch, what do you want.
At this meeting we audit the project and get access to your accounts: Meta, Instagram, Facebook, YouTube, Google Ads, Google Search Console, LinkedIn, Yandex Metrica, the Telegram channel and the Telegram ad account.
Meeting 2: strategy
The full strategy and action plan are presented. If packaging or branding is needed, we show references and the first version of the branding.
In the strategy, the PM and the performance manager develop the TOFU, MOFU and BOFU funnels: what content and what ads for whom. Details: TOFU, MOFU, BOFU.
Content and shooting
- The content plan and scripts are approved in an online meeting.
- The shooting day is set, and the camera operators and locations are chosen.
- Video and photo creatives are shot on the day.
- SMM managers give editors tasks with a script, a technical brief and a deadline.
- Posting after client approval.
Performance and reporting
The performance manager tests all the funnels at the same time, identifies the most effective one and distributes the budget across funnels. Daily or weekly reports are exchanged with the client's sales team: which funnel's leads are turning into sales.
What do we need from the client?
- Fast replies and approvals: content plan, scripts, creatives.
- A sales team: the client's sales team answers comments and DMs.
- Honest feedback on leads: who bought and who didn't.
Conclusion
In short, working with an agency is a team process.
- Be open about everything in the briefing.
- Give access in the first week.
- Approve the strategy.
- Approve content quickly.
- Share sales results regularly.
We will show you what working with us looks like at a consultation — sign up.
About the author. Safarmurod Abduroziqov is the founder and CEO of AURA Digital: 6 years in marketing, 50+ IT projects, ~$1M in managed ad budget. Telegram · LinkedIn
Frequently asked questions
How does work with an agency begin?
With two meetings: the first covers the briefing, audit and access; the second covers the strategy and action plan.
What access is given to the agency?
Usually Meta, Instagram, Facebook, YouTube, Google Ads, Search Console, LinkedIn, Yandex Metrica and Telegram channels, as well as ad accounts.
Who answers comments and messages?
The client's sales team. The agency runs content and ads, while sales communication stays inside the business.
How often are reports delivered?
Daily or weekly performance reports are exchanged with the sales team.