Elaborate pitch theatrics carry significant risk and must align with the client's brand. An agency was rejected for using plastic balloons by a sustainability-focused client. Theatrics must demonstrate deep research into a client's values, not just generic creativity.

The number one mistake in annual planning is creating a marketing strategy in a vacuum. A plan disconnected from company-wide goals, such as a major product launch, results in resource misalignment, budget shortfalls, and missed growth opportunities.

Effective demand generation is a barbell, requiring strong top-of-funnel brand investment to create awareness and great bottom-of-funnel product marketing to convert interest. Viewing performance marketing as a standalone function and funding it in isolation is like "throwing money at a problem but not solving it."

When a product team is busy but their impact is minimal or hard to quantify, the root cause is often not poor execution but a lack of clarity in the overarching company strategy. Fixing the high-level strategy provides the focus necessary for product work to create meaningful value.

Upfront investments in creative, development, and logistics create immense internal pressure to launch a campaign, even when fatal flaws appear late in the process. This "gravitational force" of sunk costs must be actively resisted to prevent a minor issue from becoming a public failure.

In siloed government environments, pushing for change fails. The effective strategy is to involve agency leaders directly in the process. By presenting data, establishing a common goal (serving the citizen), and giving them a voice in what gets built, they transition from roadblocks to champions.

To sell large transformation projects, present the ambitious "North Star" goal but break it into sequential stages. Critically, Stage 1 must deliver tangible business value on its own. This approach wins over skeptics by providing an early return on investment, securing the momentum and buy-in needed for subsequent stages.

The number one reason design-led product visions fail is the exclusion of product management. Since design doesn't typically own the roadmap, involving product partners from the very beginning is critical for buy-in and ensuring the vision doesn't become a useless artifact.

Forward-thinking agencies can lose business by pitching complex, integrated solutions when a client has a specific, immediate need and budget (e.g., traditional SEO). It's crucial to meet the client where they are and deliver value on their stated problem, rather than being "too proud or innovative" to do fundamental work.