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What Makes a Great Client-Agency Relationship (From an Account Manager's POV)

Lex MeolaFriday, July 18, 2025
What Makes a Great Client-Agency Relationship (From an Account Manager's POV)

Building Exceptional Client-Agency Relationships

Some client relationships feel like creative magic. Others feel like death by Slack thread. After managing dozens of partnerships, I’ve learned the difference isn’t luck—it’s intentionality.

Great client-agency relationships lead to better outcomes: faster timelines, smoother launches, and partnerships that extend beyond single projects. After managing dozens of relationships, I've identified three pillars that separate good partnerships from exceptional ones.

Trust Is Earned Early

First impressions aren't just important—they're everything. Trust isn't built through perfection; it's built through honesty.

The most powerful phrase in my arsenal? "We don't know yet, but here's how we'll find out." Clients don't expect you to have all the answers on day one—they expect transparency about what you do and don't know.

I once worked with a startup founder who had aggressive launch deadlines tied to a major conference. Instead of nodding along, I walked him through our discovery process and explained why rushing would cost more time and money later. "I'd rather disappoint you now with realistic expectations than surprise you later with delays," I told him. That conversation set the foundation for one of our strongest relationships, and we launched two weeks ahead of schedule because we'd planned properly.

Transparency in estimates and timelines isn't just about managing expectations—it's about respecting your client's business.

Alignment Isn't a One-Time Event

Projects drift. Priorities shift, market conditions change, new opportunities emerge. The difference between successful partnerships and frustrating ones isn't whether these changes happen—it's how you handle them.

Alignment is an ongoing practice, not a checkbox. I build regular check-ins into every project, not just to report status but to confirm we're still solving the right problems in the right ways. Sometimes it's a quick Slack message: "Is this still the priority, or should we pivot based on that customer call?"

Documentation becomes your lifeline. Meeting notes, decision logs, and project updates aren't just for accountability—they're your shared source of truth when memories get fuzzy or new stakeholders join.

As an account manager, you're constantly translating between business needs and technical execution. Your client might say, "We need this to be more engaging," while your development team needs specifics: animation, interactivity, or content strategy? Your job is bridging that gap.

I worked with a client whose priorities seemed to shift weekly. Instead of getting frustrated, I instituted five-minute "priority check-ins" every Monday morning. Sometimes we nailed the choreography, sometimes we stepped on each other’s toes. But we stayed in sync.

Communication Is Everything

If trust is the foundation and alignment is the framework, communication is the electricity that powers everything else. But it's not just about frequency—it's about intentionality.

The best client relationships have rhythm: standing meetings for strategic discussions, async updates for progress reports, and clear escalation paths for urgent issues. Your clients shouldn't have to guess when they'll hear from you next.

Tone matters more than most realize. In status updates, clarity beats cleverness. In tough conversations, empathy beats defensiveness. When delivering bad news: lead with the problem, follow with your plan to address it, end with next steps.

The biggest communication sin? Going dark. Nothing kills trust faster than "black box syndrome"—when clients feel like their project disappeared into your agency. Even when there's nothing dramatic to report, a simple "Here's where we are, here's what's next" keeps the relationship warm and anxiety low.

I once had a technical discovery take twice as long as expected, revealing complexities that would impact timeline and budget. Instead of waiting for all the answers, I called immediately: "Here's what we've learned, here's what it means, and here's how I recommend we adjust." That conversation could have been tense, but because I led with transparency and came prepared with solutions, it strengthened our relationship.

Advocate, Not Order-Taker

The best account managers wear two hats: fierce advocates for their clients internally, and trusted advisors externally. This dual role is where real value gets created.

Internally, you're your client's voice in every design review and development session. When the creative team debates approaches, you can say, "Based on what I know about their customers, option B aligns better with their goals."

Externally, you're guiding clients toward what's realistic, strategic, and valuable. Being consultative means occasionally saying no to requests that don't serve their best interests—even when they think they want them.

I remember a client who wanted to add a complex feature late in development because a competitor launched something similar. Instead of just estimating the work, I dug deeper: "Help me understand the business impact you're hoping for." We realized the feature wouldn't serve their core users and would delay launch by six weeks. Instead, we identified a simpler solution that achieved the same business goal in half the time.

Being valuable means being consultative. Your clients have plenty of vendors who will do exactly what they ask for. What they need is a partner who will help them figure out what they should be asking for in the first place.

Conclusion

Strong client-agency relationships don't happen by accident—they're built through intention, consistency, and mutual respect. When trust, alignment, and communication are in place, projects stop feeling like negotiations and start feeling like collaborations. Problems become puzzles to solve together rather than blame to assign.

The businesses that thrive long-term aren't just those with the best products—they're the ones that build the best relationships. As an account manager, you have the privilege and responsibility of being the architect of those relationships.

If you're looking for a partner who approaches client relationships with this level of intentionality, I'd love to hear about what you're working on. The best projects aren't just about what gets built—they're about who you build them with.

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