Is your agency easy to work with?
Most agency owners think their clients have it easy. But the gap between how you believe your agency operates and how clients and prospects actually experience it is often wider than you’d expect, and it’s usually the small, everyday frictions that do the most damage. In this episode, Chip and Gini ask if you were on the receiving end of your own agency’s processes, would you be happy? The answer, for a lot of agencies, is probably not. Their point isn’t that agencies should cave to every demand, but if you market yourself as a partner, act like one. The friction can start before someone even becomes a client. Contact forms loaded with qualifying questions scare people away. And back-and-forth emails to find a meeting time have no excuse in 2026. Use a scheduling tool, have a link ready, and make it especially easy for prospects. Once someone is ready to talk, the goal is to respond fast and remove every obstacle. When it comes to the handoff from prospect to client, agencies should have a standard proposal template so they can turn paperwork around in 24 hours, not days. Make invoicing and payments as easy on the client as you would want it to be if you were in their shoes. And when it comes to project management tools, if the client already has one they’re using, just use it. The tool matters less than having one. Key takeaways Chip Griffin: “When someone is at a low point, that is not the time to try to extract stuff from them. It’s a time where if you believe half of your marketing BS that you put out there about they’re our partners, they’re not our clients, well, then act like one.” Gini Dietrich: “We have to think about scope creep, and we have to think about margins, and all of those are very real things. But let’s not cut our nose off to spite our face.” Chip Griffin: “Being easy to work with starts before they’re even a client. I am often befuddled by how difficult agencies make it to get in touch with them for a prospect.” Gini Dietrich: “There are some organizations that have a process that they put clients through, and it’s so rigid that it doesn’t meet the client where they are. And it’s impossible to work with them because of that.” Related How to onboard new agency clients How to do client collections right and get paid faster View Transcript The following is a computer-generated transcript. Please listen to the audio to confirm accuracy. Chip Griffin: Hello and welcome to the Agency Leadership Podcast. I’m Chip Griffin. Gini Dietrich: And I’m Gini Dietrich. Chip Griffin: And Gini, I, I’m, I’m easy to work with, right? I mean, you know, I’m not too- Gini Dietrich: You’re super easy to work with. Chip Griffin: Well. Gini Dietrich: I mean, you’re a little cranky, but that’s why I love you. Chip Griffin: I, I, I think listeners know I’m, I’m cranky. They just… If you’ve listened to more than two or three episodes, you’ve probably heard me be cranky about something at someone. Gini Dietrich: Great. I love it. Chip Griffin: Yeah. Yeah. But we are gonna talk about whether or not you are actually easy to work with as an agency for your clients, and frankly for your prospects as well, because I think a lot of agencies believe that they are easy to work with, but their thoughts or their words maybe aren’t matched up with their actual actions. Gini Dietrich: Yes. And, you know, I will say that I learned this lesson when I started hiring agencies and solopreneurs. It’s not easy to work with other agencies. And you’re like, “Oh, that’s not… I thought that that was a good practice.” And then you realize when another agency puts you through it, not a good practice. Like for instance, making them, making you use their project management system when you have your own, bad idea. Sending emails with invoices that go into the void, bad idea. Like there are some practices that I’m like, “Nope, this does not work.” It’s not, you’re not making it easy on me. Chip Griffin: Yeah, and I, I think part of the problem comes from, I think part of the blame goes to people, people like us who are always preaching to agency owners the importance of protecting their time and their margins and- Gini Dietrich: Sure Chip Griffin: and all of that. Yep. And, and I think that, you know, some people listen to that, but they don’t think through, “Okay, well how does that look on the other end?” Gini Dietrich: Right. Chip Griffin: Yep. And, and so yes, you absolutely need to, to make sure that you don’t have scope creep, and you need to make sure that you are protecting your time so you can get work done, and you’re not just getting eaten alive by meetings and calls and all of that. At the same time, you should think, “What does the other person on the other end think? How would I feel if I received this communication or if someone I hired acted in this way? How, would I be happy about it?” And I think if you start to do that, you’ll realize that some of your practices may not be as easy to work with as you think. Gini Dietrich: Yeah, I think you’re right. You know, I think about a couple of years ago, probably two or three years ago, it was a Saturday night and a client’s website went down, and the client called me, and the reason I remember this is Saturday night is ’cause I probably already had a glass of wine. And he called me and he’s like, “Hey, our website just went down and I can’t reach anybody.” And I was like, “What do you mean you can’t reach anybody?” He’s like, “I can’t reach anybody at the web firm. Can you help?” And I was like, “Of course.” So I called the web firm, and I finally got ahold of somebody, but I had to go through… I had to email three different email addresses, not a personal email address, and I had to go through their quote-unquote process. And I finally got somebody to call me and they said, “Well, keeping the website up and restoring a backup is not part of our scope of work, and so it’ll cost $2,000 an hour.” And I was like, “I’m sorry, what? But that’s not, that’s not a thing.” And they had taken this client’s… You know, they had… The client didn’t know, the client didn’t know what they were signing, and they did sign a scope of work that, that wasn’t included, and it was $2,000 an hour for emergency type stuff. And I was like, “No, absolutely not.” So their marketing manager and I got on with GoDaddy and we restored it ourselves, which it was not a fun process, but it worked, and that, that forced us to… I think they actually ended up firing the web firm, but which they should have. But, like, that kind of stuff I think is exactly to your point. They had put in a process. They had a contract. They did all the things, but they didn’t think through, like… restoring somebody’s website on a Saturday night is literally a click of a button. It’s not a $2,000 an hour emergency kind of thing. So, you know, yes, you should have a process. Yes, you should have a contract. Yes, you should protect your time, but also don’t do it at the risk of losing a client over something stupid like that. Chip Griffin: Right, and obviously there are some clients, as we know, who will abuse some of these things. So- Of course … there, there are certain times- Gini Dietrich: Of course, yes … Chip Griffin: where you have to be okay appearing to not be as easy as the client would want you to be. So this is not, this is not us preaching, “Say yes to everything that you’re asked to do.” It’s simply make some, make some good judgments here. Now, if this is, this is, the website disappears over the weekend, and it, you know, it’s not something that happens regularly, it’s not the, this client doesn’t generally abuse you, I mean, just get it done, and you can have a conversation after the fact and say, “Hey, that really wasn’t part of the scope of work. You, you know, we helped you as a show of good faith, but we need to, you know, we need to work this into the agreement going forward-” Right … or something like that. Gini Dietrich: Right, right. Chip Griffin: It, you know, when, when someone is, when someone is at a low point, that is not the time to try to extract stuff from them. It’s a time where if you truly want, you know, if you believe half of your marketing BS that you put out there about we’re our, they’re our partners, they’re not our clients, well, then, then act like one. Gini Dietrich: Yeah. Yeah. And I think the, I think, you know, we think, we have to think about scope creep, and we have to think about margins, and all of those are very real things. But to your point, let’s not cut our nose off to spite our face. Like, there are some times where you’re just like, “Okay, yeah, sure.” I mean, I didn’t charge the client extra for them calling me instead of somebody on their account team because it was a Saturday night and they knew they could get me. I didn’t charge them extra for that. We just fixed it, right? Like, and that, that creates more goodwill in your relationship and trust in your relationship than being like, “Well, let’s deal with this on Monday.” No. No. Chip Griffin: Yep. And I mean, and a lot of it, a lot of being easy to work with is really the small things. It’s not the, it’s not the big giant stuff. It’s the little bits of friction that just become annoying. So think about how easy is it for clients to book time with you or your team, right? Again, and we don’t want this to be abused, but at the same time, I’ve worked with a lot of agencies where they’re like, “Well, you know, I, I’ve got a half hour two weeks from now for you.” Gini Dietrich: Right. Chip Griffin: Come on. I mean- … you know, if, if this is a client who’s constantly asking for time, okay, you know, maybe. But in general, you should be trying to find ways to make yourself available. Gini Dietrich: Yes. Chip Griffin: You should be doing things like making sure that your team is at least acknowledging emails within the business day. Gini Dietrich: Yes. Chip Griffin: Even if they can’t solve it, at least acknowledging it makes you easier to work with. Little things like how you handle billing. You alluded to that earlier, but make it easy to handle billing. Make sure you’re finding out early on who should these invoices go to? Do they need to be copied to multiple people? Don’t say, “Well, I’ve got this process and it only goes to one person or whatever.” Make the payment process easy. Make it so that people can pay online, make recurring payments. If they want to be able to change a credit card, let them do that. Gini Dietrich: Yes. Chip Griffin: I had a recent experience with someone- You did. … that I worked with for a long time and, and I wanted to change my, my business credit card number that was used for it, and I was told I had to call an operator to do that. I’m like, “That is total BS in 2026. I should be able to do that online. I should not have to get on a phone and read out my card number to a human.” That makes no sense whatsoever. Make it easy for people. Gini Dietrich: Yes. Crazy easy. Like you should make it easy. It’s, it’s funny you say that because about invoices, because we worked with an accounting firm who would mail their invoice, and we use a PO box because I don’t want mail coming to my home and sometimes we got it, sometimes we didn’t. Like I, and they would go, “Your invoice hasn’t been paid for 120 days.” And I’m like, “Dude, I don’t have an invoice from you.” And so I finally got them to email them. Like, this is ridiculous. Don’t mail me the invoice. It’s 2022, for heaven sakes. Chip Griffin: Well, if you want to talk about not easy to work with, the PO box is a perfect example. I had a PO box for almost 30 years that I used for business, and I finally ended up giving it up recently because the post office was becoming extraordinarily belligerent about wanting various bits of documentation. I’m like, I’ve, I’ve had this- Gini Dietrich: Yes … Chip Griffin: post office box for 30 years. Like well you have to show up in person to do this, and so I would show up in person. They’re like, “Oh, no, you don’t have the right stuff.” Gini Dietrich: Yep. Chip Griffin: And we don’t have the right people here today, so we’re gonna have to do it again.” No. Gini Dietrich: Yep, yep. Chip Griffin: No. Gini Dietrich: Yep, yes. Chip Griffin: Like- Gini Dietrich: Mm-hmm … Chip Griffin: That’s, that is nonsense. There are so many ways to verify my identity, the identity of the business, what- like come on. Uh-huh. Also- Yeah … 30 years I had this box. Right. Like, and now you’ve just decided- Gini Dietrich: Mm-hmm, uh-huh … Chip Griffin: that now is the time that you need to do this? Give me a break. Gini Dietrich: Yeah. Yeah, I think you’re right. Like the, it’s, I think exactly what you said at the beginning, which is you listen to people like us who say you have to protect your margins, you have to protect your time, you can’t have scope creep, you have to have a process, like all of those things, and those are important. But you also have to be willing to be flexible and nimble to the client’s need within that, right? Like, there are some organizations, agencies I will say, that have a process that they put clients through, and it’s so rigid that it doesn’t meet the client where they are. And it’s impossible to work with them because of that. And I’ve had that experience too as a business owner. Like, you have to be able to be flexible enough to meet the client where they are and still deliver in ways that you know are going to deliver the results you’ve, that they expect. Chip Griffin: Yeah. And being easy to work with starts before they’re even a client. I am often befuddled by how difficult agencies make it to get in touch with them for a prospect. I see these, these web forms that have like a gazillion questions on them. Like, do you have a problem that you have a wild number of contacts that you can’t handle screening them if you just get name, company, and email? I mean, do, do you really need to ask them a detailed set of questions in a form? Gini Dietrich: Yeah. Yeah. Chip Griffin: I don’t, I really, that’s one I just do not understand, and I’ve talked with a few owners. I’m like, “Well, why do you do it?” “Well, just to make sure that we’re only getting qualified leads.” I’m like, “Do you, do you have a problem with this right now, though? Do you have… Are you flooded with so many that you can’t even just hit delete on the ones- Gini Dietrich: You can’t keep up, right, right … Chip Griffin: that don’t work out?” Google to find out if this is someone legit or not? I, I just- Yeah … And the vast majority “No, no, no, no, we just wanna make sure that they’re qualified.” I’m like, “You understand you’re scaring people away.” Every single extra form, item that you put in there reduces your, the completion rate. Gini Dietrich: Yes, Chip Griffin: Don’t do that. Make it easy. Yeah. Make it easy to schedule that first conversation with you. Strike while the iron is hot. If someone reaches out and they wanna talk to you, bend over backwards. I have a different Calendly scheduling link for people who want to reach out to potentially work with me that opens up more blocks on my schedule. Because why not try to reach those people as quickly as you can? Gini Dietrich: Right. Chip Griffin: And by the way, use a service like Calendly to book time. Stop it with these back-and-forth emails. I can meet between here and here, and this and that. That is, like, 10 years ago. We don’t need to do that anymore. Have a nice little Calendly link that someone can use, or whatever service you wanna use, that just makes it easy for someone to book time. You can always say to them as a polite thing, “If you’d rather just give me a range of times, you can.” But you know what? I’ve been doing this for years, and I have yet to have a single person say, “I’m not gonna click on that link” and instead say, “Well, I just wanna give you some windows.” Right. ‘Cause it’s harder for them. Gini Dietrich: Yeah, right. Chip Griffin: Make it easy. Gini Dietrich: Yes. Yeah, I totally agree. I think really understanding, like, think about it too from the, from your client or prospect’s perspective. If I were receiving this, how would I take it? And look at it through that lens to help you understand how you might improve things to make it easier for them. Chip Griffin: Yeah, and when you’ve got someone on the hook and they’re interested, make it easy for yourself to produce the statement of work and the contract, and get them out the door. Have a standard template. Gini Dietrich: Yep. Chip Griffin: Don’t spend- I mean- Yep … a lot of agencies take a long time between when someone says, “Yeah, I wanna do this,” and when they actually start sending the paperwork. You should be able to get that over within 24 hours. Gini Dietrich: You absolutely should, and I think the problem with that is that people wanna write proposals that are, like, in-depth and strategic, and have tactics, and they’re really a plan. Don’t do that. That’s giving away stuff that you shouldn’t be giving away for free. You should absolutely have a standardized template. And truth be told, I put ours into AI, and I said, “Here are all the things that need to stay the same,” and it will pump that out, and then it will customize based on the conversation I had, and that’s it. And I always tell prospects, “You’ll get something from us in 48 hours,” and they get it within 24, and then they’re ecstatic, and they’re happy, and all the things. Chip Griffin: Yeah. And make it easy to complete. Make sure you’re sending it so they can get an electronic signature, so all they have to do is click, click. It’s done in five seconds. Yep. If you send it to them, and then they’ve gotta actually sign something, and figure out how to take a photo of it with their phone and email it to you, why are you doing that in 2026? E-signatures are a wonderful thing. You should be using those. And then once they’ve done that, make sure you have a templated process for onboarding so that you don’t say, “Oh, we’ve signed the agreement. You know, let me get the team together. We’ll, we’ll, we’ll get back to you in, you know-” Right, right. “… a couple of weeks when we’ve had the chance to figure this all out.” You should have an onboarding process so you hit the ground running. You don’t have to have every answer, but you have to be able to show them that you know what you’re doing. So it’s not just about being easy, it’s building their confidence in those early stages. Gini Dietrich: Yeah, for sure. And you know, one of the things that we find, too, is that, of course, because we have the PESO model, it, it is a very standardized process, right? But we find that clients, prospects come to us a lot with a problem. They think it’s a problem. And they all say things like, “We have a measurement problem. We don’t know how to measure.” And that, truth be told, like, that’s most comms teams, right? Most comms teams do have a measurement problem. They don’t know how to measure. And so we have a list of questions that we ask because that’s a symptom, and we’ve, we’ve discovered through all of our work that that’s a symptom. What’s really the problem? And we ask, you know, we start to dig in, and all of a sudden they go, “Oh, now it makes sense that we can’t measure,” right? So you can have a list of questions based on what the prospect tells you. It used to be that I, I haven’t gotten, had this conversation in a long time just because of the way we’ve shifted the business, but I used to hear all the time, “We’ve had four PR agencies, and they don’t do anything. They pitch a bunch of stuff, and nothing ever happens.” And so I had a list of questions based on that, and I– one of the questions was, “What other– Who, who else have you worked with?” Because I wanna know if you’re the problem or if they’re the problem, right? Have a list of questions that will help you understand so that then you can take all of that and throw it into your AI and say, “This is what I’ve diagnosed. These are what the problems are. Please fill out the template that you have,” and it helps you build a structure for your proposal really fast. Like, in two minutes versus two days. Chip Griffin: I mean, the great thing is being easy to work with tends to make your life easier, too. Gini Dietrich: So much easier. Chip Griffin: Most of these things will actually improve your existence. So, you know, rather than fighting it, rather than feeling like I have to just kind of, you know, push in my direction to get people to align with me, if you can find that middle ground, it will likely make things easier. And you opened by talking about project management, and so I think it’s a good place to, to wind down here as well. Project management tools are something that it certainly makes sense for you to recommend to a client if they don’t have something that they’re already using actively. Yes. You should definitely have one that you’re using and, and that is your default that you would like them to use. But if they say, “Hey, I’m already using something else, we need you to be part of that,” then go along with that, because ultimately it’s not which tool you’re using, it’s that you’ve got some way of keeping it all organized. Gini Dietrich: Yes. Chip Griffin: And if you can do that, you will make your life easier, you’ll make the client’s life easier, and you’ll produce better results. So, so don’t fight on that. Have it, so that if they don’t have anything, you’ve got a solution. Gini Dietrich: Right. Chip Griffin: You’re not like, “Well, you know, we need to think about it. Let’s try to figure out which one do you like? Should we try this? Do you want, do you want vanilla or chocolate?” Like, who cares? Gini Dietrich: Yeah. Chip Griffin: Just pick one, use it, and move on. Gini Dietrich: Yep. Yeah, totally. Yes. Chip Griffin: There I am being cranky just like you said. You’re welcome, everybody. You’re welcome, Gini. Gini Dietrich: Thanks. Chip Griffin: So with that, I think we will wrap up this episode, but, uh, hopefully we were easy to listen to at least. There we go. On that note, I’m Chip Griffin. Gini Dietrich: I’m Gini Dietrich. Chip Griffin: And it depends.




