How to Set Client Goals & Expectations

Working Backwards: How to Set Client Goals & Expectations

Jessica Miller and Sandie Young, both long-tenured members of PR 20/20, share insights on setting goals, exceeding client expectations, and building a great marketing agency.

John Bonini on May 18, 2018 • 1 minute read

Between the two of them, Jessica Miller and Sandie Young have 12 years of collective experience in working with and growing PR 20/20 into one of the premier digital marketing agencies.

That’s not hyperbole.

PR 20/20 has written the blueprint–both literately and figuratively–as Paul Roetzer, founder of PR 20/20, has published two books on the work they’ve done, experiences they’ve encountered, and lessons learned in building and sustaining a great agency.

Pricing and packaging, profitability, goal setting, employee and client retention–as someone with a background in the agency space, PR 20/20 was an agency I looked at as one that had it all figured out.

So what is it exactly that they’ve figured out?

Pete recently spent some time with both Miller and Young to hear first hand the lessons learned in delivering great client experiences, and ultimately, growing a successful agency.

Subscribe to Ground Up on iTunes and hear honest portrayals of the hard stuff, breakthroughs, and lessons learned from starting or growing a business.

Content and tools mentioned in the podcast:

Working Backwards: How to Set Client Goals & Expectations

The 4 Principles G2’s CMO Used to Grow Monthly Organic Visitors from 500k to 5 Million

Rapid growth is hard—consistent rapid growth at scale is even more of a challenge. Here, Ryan Bonnici explains the 4 principles that helped G2 10X organic visitors.

The 3-Step Approach HubSpot’s VP of Marketing Uses to Set Goals for Continuous Growth

HubSpot’s VP of Marketing, Kieran Flanagan, recently shared the key learnings that helped HubSpot instill a culture of growth throughout the entire company.

Vimeo’s Journey to Full-Service SaaS & One Million Paying Subscribers

On this episode of Ground Up, Vimeo’s Melissa Matlins dives deep into Vimeo’s journey to become a full-service video platform and how they’re repositioning the brand to support that.