Great questions to ask marketing agencies/departments

This article does two things, act as a reflective guide for marketeers and a source of curiosity for AdTech Sales people.

When you get the initial meeting of a potential customer it’s super important to ask the right questions. I think that it’s sometimes better to have a discussion first before having a pitch too. This way you get the context of the business climate, educational level, and if you can help.

I also think that these are great introspective questions for marketeers out there to reflect on.

How to use this guide:

Preparing for meetings: Do as much research as you can before meeting with the client, and choosing the right questions to full knowledge gaps

A gauge on how well you know the brand/client: How many of these can you answer

A path of knowledge: Arrange the questions in order of importance, and you have enough questions to maintain 10+ meetings

Reflection for marketeers: How many can you answer about your own brand/s

Qs for their goals

1. What are your business objectives, and how can AdTech help you achieve them?
2. Are there any challenges or pain points that you are currently experiencing with your AdTech solutions, and how do you think they can be addressed?
3. What does success look like?
4. What are they trying to achieve from a business level?

Qs for organisational structure:

1. Who is in charge of creative/branding/marketing/sales etc.?
2. Whats your relationship like between regionally and locally?
3. Who’s the decision maker from the client-slide?
4. What’s the org structure from the client-side?
5. Who’s the decision maker internally?
6. Who looks after they social pages? community manager?

Qs for budgets:

1. Whats the split between brand and performance budget?
2. Do you spend on FB & Google? Why? [change for platforms as needed]
3. Which months do you run most of your activity in?

Qs for marketing strategy

1. How do you measure the success of your AdTech campaigns, and what metrics do you use?
2. Is retention or acquisition more important, and how do you measure these?
3. Do you have a sales target?
4. Whats your strategy for this year/next year?
5. What are your business objectives?
6. What is your social media strategy?
7. Who is your target audience for each brand?

Qs for marketing knowledge

1. How do you stay up-to-date with the latest trends and innovations in AdTech, and what resources do you rely on?

Qs for MarTech Stack

1. What types of AdTech solutions are you currently using, and what do you like and dislike about them?
2. What are your top funnel solutions?
3. How do you measure 3rd/1st part data, and retarget them?
4. Do you measure heat maps on your website?
5. What tools do you use in totality to make your marketing strategy work?
6. How does our platform fit in the marketing strategy?

Qs for measurement

1. How do you ensure that your AdTech solutions are reaching the right audience and driving the desired results?
2. What is a lead for you?
3. What are your metrics for both performance and brand?

Other

1. Questions for campaign
2. What worked for you last year? And why?
3. Who are your competitors?
4. Who’s doing it really well in your industry?
5. Do they have creative agency?
6. Who is your Content agency?

By asking these questions, you will be able to gain a better understanding of the marketing agency’s needs and goals, and tailor your AdTech solutions accordingly. Remember, effective communication and collaboration are key to building successful partnerships with marketing agencies.

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