Agencies may build websites or ad accounts under their own ownership, effectively handcuffing you to their service. To maintain control and avoid starting from scratch if you part ways, ensure your business is always the legal owner of all assets, granting the agency manager-level access.

Embed a clause in client agreements requiring them to report back when they achieve a win, and have them initial it. This tactic isn't primarily for marketing, but to create a psychological contract that holds the client accountable for building on their success, reinforcing the value of the partnership.

When a buyer insists on a "termination for convenience" clause, explain that it nullifies the "length of commitment" lever. This effectively changes a multi-year agreement into a month-to-month one, which logically carries a much higher price (e.g., a 30-35% increase). This frames the clause not as a legal term, but a commercial one with a clear cost.

In today's fast-moving environment, a fixed 'long-term playbook' is unrealistic. The effective strategy is to set durable goals and objectives but build in the expectation—and budget—to constantly pivot tactics based on testing and learning.

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.

The best agency relationships are partnerships, not just vendor transactions. Asking what they will teach you reframes the engagement towards collaboration and empowerment. A good partner should aim to educate you and your team, leaving your organization more knowledgeable than when they started.

To prevent rigid plans that break, maintain consistency in your high-level strategic pillars for the year. However, build in flexibility by allowing the specific tactics used to achieve those pillars to change quarterly based on performance and new learnings.

Instead of paying a continuous high retainer for PR, brands should deploy it in focused 'sprints' around specific story-worthy moments. This includes new product launches, funding announcements, or major partnerships, maximizing impact and ROI for the brand.

Unlike law or accounting, marketing is a "fat-tailed" domain where a few big ideas generate most of the value, often for years. The shift to hourly billing is catastrophic because it rewards incremental effort, not the billion-dollar ideas that create lasting value but may have taken little time to conceive.