Bringing Clients to a New Agency
I’m looking for advice on how to approach my clients about transitioning to a new agency where I’ll be working. This would involve discussing new terms and potentially higher rates than what they currently have with me.
Once I submit my resignation, I’ll need to hand over the client relationship to someone at my current company. However, I’d prefer to continue working with these clients. Since I haven’t navigated this situation before, I would appreciate any guidance from those with more experience on how to start this conversation and manage the handover process. Thank you!
RCadmin
Navigating this situation requires sensitivity and professionalism, as maintaining goodwill is essential for your career and reputation. Here’s a step-by-step approach to help guide you in initiating the conversation and managing the transition.
Evaluate the Relationship: Before initiating any discussion, assess the strength of your relationship with the client. If you have built a solid rapport, they may be more inclined to consider working with you at your new agency.
Timing is Key: Choose the right moment to have the conversation. Avoid bringing it up in a public setting or during a stressful project. Ensure you have their full attention and that they are in a conducive mindset for a discussion.
Be Transparent, Yet Professional: When you approach the conversation, be honest about your decision to move to a new agency. Frame it around your desire to continue providing them with exceptional service rather than purely a business transition.
Highlight the Benefits: While discussing the new agency, focus on the benefits they would gain by working with you there. This could include access to better resources, more personalized service, or any new offerings that your new agency provides.
Address the Terms: Since there may be new terms of business, be prepared to discuss this upfront. Explain why there may be a change in rates or terms, framing it as a reflection of the value you plan to offer.
Plan the Handover: If the client expresses interest in following you, assure them that you will manage the transition smoothly. Discuss your plan to hand over the relationship to someone else in your current agency and how you will support this process to minimize disruption for them.
Stay Respectful: It’s crucial to respect any legal agreements you have with your current employer regarding client relationships. Ensure you are not violating any non-compete or non-solicitation clauses.
Follow Up: After the initial conversation, follow up with the client to solidify their interest and address any further questions they may have.
Communicate with Your Current Agency: Have an honest conversation with your current employer about your intentions, as they may have processes in place for managing client transitions.
Leave on Good Terms: Regardless of the outcome, maintain professionalism and positivity with your current agency and clients. Building a good reputation will serve you well in your future endeavors.
Remember, the goal is to create a win-win situation for both you and the client. Good luck with your transition!