When entering a new domain, don't feign expertise. Build trust faster by openly admitting "I don't know" and explicitly leaning on stakeholders for their subject matter knowledge. This positions you as a partner who values their expertise, rather than an outsider imposing solutions.

A key "aha moment" was realizing the goal is to be seen not as an outside seller, but as a contributing member of the client's own team. This mindset shifts the relationship from transactional to a collaborative partnership focused on shared success, fundamentally changing the sales dynamic.

The goal of asking questions isn't just for you to gather information. It's a Socratic dialogue designed to help stakeholders think differently and arrive at the real need themselves. By guiding their thought process, you build deeper alignment and co-create a better solution, rather than just extracting requirements for yourself to fulfill.

It's common for a highly experienced agency leader to handle the sales process, only to pass the daily work to a junior-level employee after the contract is signed. To prevent this bait-and-switch, ask to meet the specific team members who will manage your account day-to-day before you commit.

When vetting an agency, ask how they integrate AI. The best answer isn't that they avoid it or use it to simply cut costs. Look for partners who use AI as a tool to augment human analysis, conduct deeper research, and ultimately make more informed strategic decisions.

The difference between a true partner and an employee is whether you seek their counsel on complex problems. If you consistently go to them for advice when you're unsure, they're a partner. If you only give them direction, they are not a "thought partner," which is a red flag for a C-level executive role.

Elevate yourself from a vendor to a linchpin by offering insights that reframe a client's challenges. When you provide a perspective or data they haven't considered, causing them to think differently because of you, you become an essential, irreplaceable resource they rely on for strategic guidance.

Curiosity is a long-term strategy, not a one-time tactic. By consistently asking curious questions across multiple interactions, you can identify a client's evolving business patterns and trajectory. This deep understanding allows you to anticipate needs and transform your role from a transactional vendor to a trusted strategic partner.

The most effective client-agency partnerships are not the easiest, but the most honest. They are characterized by clarity, mutual trust, and a willingness to have frank conversations. This directness, rather than constant agreement, is what leads to breakthrough creative work.