Question

Topic: Advertising/PR

New Agency Dilema

Posted by Anonymous on 250 Points
Colleague B has been introduced to Client X by Agency A for consulting.

Client X has asked Colleague B to submit a proposal to handle the account in its entirety.

Colleague B is now pitching in competition with agency A.

What should Colleague B do?
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RESPONSES

  • Posted by Jay Hamilton-Roth on Member
    It all depends on the relationship (either written or oral) between Colleague B and Agency A. Did the agency already benefit from the referral of Colleague B? Does the Colleague wish to continue to have a positive relationship with Agency A? Is there a possibility that Client X will choose both the Colleague and the Agency to work together? There are too many details left unsaid in your simple question. Ultimately, the question involves both legal and professional agreements.
  • Posted by Gary Bloomer on Accepted
    Dear Eddie,

    One of the best pieces of advice my Dad ever gave me was as follows: "You've got to look out for number one!".

    So, is this Colleague B a free agent or an employee of Agency A?

    And honestly, even if Colleague B IS an employee, if the client prefers his or her way of doing things OVER the way of doing things of the agency, the client wins, and Colleague B, if they're as bright as they're supposed to be either gets hired, or winds up out in the cold.

    But either way, it's probably a blessing in disguise because any agency that CANNOT meet the needs of a client probably deserves to lose the account.

    I'm serious.

    Too often, the client gets screwed over because of some twisted notion of the agency feeling (often wrongly) that they have to produce something edgy, catchy, creative, or in some way clever—when what the client really needs is something that bloody well WORKS.

    Bit of a crap shoot either way really, isn't it?

    Either way, this Colleague B (which I'm presuming is you), if they're approached by the client to do something better—something that's in the client's best interests, well, then they have a choice and really, only one they can make.

    Gary Bloomer
    Wilmington, DE, USA
  • Posted on Author
    JHR -

    The Agency has not received benefit from the referral.

    Colleague B does wish to have a positive relationship with Agency A.

    Agency A has a lot of influence in the market.

    Client X asked for the second proposal....

    Colleague B and Agency A do not have a non-compete.

    Any advice or thoughts from experience?
  • Posted on Author
    GB -

    The Colleague is a free agent and not being paid for consulting by the Agency, but directly from the client. However, my Colleague (not me) is new to the market and reluctant to "step on toes" of the Agency who has been in the market for some time and has influence.

    I agree that the client should come first and you are correct the Agency cannot meet the needs of Client X on multiple levels.

    Great words.
  • Posted by SteveByrneMarketing on Accepted
    so, if I'm following this correctly, you are a colleague of Colleague B?

    And your question is "What should Colleague B do?"

    My input is "win the business". If Agency A is not able to provide completely satisfying service, The Client will go elsewhere anyway, why not to Colleague B?


    Steve



  • Posted by CarolBlaha on Accepted
    If client B pursues X, they need to realize the possibility of not being on a good relationship with A is a very real possibiliity. Accept and move forward.

    Be straight forward and upfront about it. B should have gone to A like yesterday and told them about the potential conflict. These are difficult business decisions (which is the exact words I use when these kind of conflicts rise). As Steve points out, they apparently are looking to change. Tell A it's your feeling he's out the door. You landing the account will allow you to bring A in, in a minor role (a reversal of how this whole thing started). Stress you want to continue to work together. The fur may fly at first, but handled correctly, things will eventually calm down. A will balk, but you will be giving them part of the pie vs none of the pie.

    Also note, that X may be asking C, D, and E to submit proposals also. So B may not land the account. And A will be out. I'd land this to gain your biz and keep A in the loop. And tell A that. On those kind of sales, failure is not an option.

    Also realize, these conflicts are a part of doing business. They are very common and it's happened to A before. If it hasn't happened to you-- it will. I've had to deliver that kind of news many times-- the best advice is be upfront and deal with it before A finds out 3rd hand. They may not like it, but they will appreciate your honesty. And you will bring intergrity to a somewhat sticky situation.
  • Posted by telemoxie on Member
    if it were me, I would walk away from the business.

    Or, I would fight tooth and nail for agency A; I would demonstrate that I'm a team player.

    Business associates, whether they are clients or agencies, value loyalty.

    Loyalty to agency a may result in more business down the road. If you are worried that the client will be upset that you do not submit a proposal, you can let them believe you had a noncompete agreement in place. If agency a loses the business, your colleague will have a green light to pursue this account down the road.
  • Posted by CarolBlaha on Member
    Telemoxie brings up a point I thought about after I posted. You are a new agency. Evaluate yourself. Do you think you have a chance at winning this account? Be honest. Meet with X and ask some probing questions. And decide your sides.

    You may win one account and burn your bridge for 100 others. Make a smart educated business decision.

    The comment "the client will be offended" is not valid. Lots of people decline offers to submit proposal. For reasons less complex than this. That should not enter into this moral dilema.
  • Posted by michael on Member
    Aside from any ethical issues, colleague B has notified agency A. That's was far from necessary and well within standards you'd expect from a professional.

    So, Agency A...what's your plan? Does this indicate dissatisfaction?

    Michael
  • Posted by Gary Bloomer on Member
    Dear Eddie,

    Further to the additional input above, I'm of the mind that the
    best thing for this person is to find another shop with other clients.

    Why? Because the view simply isn't worth the climb: not if this person is new; not if this person wants to be remembered for all the right reasons, and not if this person wants to carry on working in this field.

    There will be other clients, other pitches, and other shops.

    But you only have one reputation and sadly, things like this, if they're left unchecked, tend to follow people around like a bad smell.

    "Ah, that's the guy/gal who did XYX at ABC" followed by silence isn't what one really needs. Far better to be thought of as "You're the guy/gal who did ABC at XYZ? Wow! Cool"

    Just my humble two cents' worth.

    Gary Bloomer
    Wilmington, DE, USA

  • Posted on Author
    Thank you everyone. A discussion was had between Colleague and Agency.

    My Colleague agreed to keep the Agency for special events (Grand Opening, Community Involvement, etc.) IF the Client DOES decide to go with the Colleagues proposal.

    It is possible there are multiple proposals coming in and X factor beats everyone.

    The relationship between Colleague and Agency is similar to which we begin with, but roles reversed.

    Being upfront, going after the business, and taking care of relationships WINS!

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