{"id":4972,"date":"2023-07-19T13:35:37","date_gmt":"2023-07-19T13:35:37","guid":{"rendered":"https:\/\/resourceguruapp.com\/blog\/?p=4972"},"modified":"2024-08-29T10:32:59","modified_gmt":"2024-08-29T10:32:59","slug":"advertising-agency-workflow","status":"publish","type":"post","link":"https:\/\/resourceguruapp.com\/blog\/agencies\/advertising-agency-workflow","title":{"rendered":"Advertising agency workflows: 11 steps to building better processes"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">Any thriving creative team is supported by a solid <\/span><span style=\"font-weight: 400;\">advertising agency workflow.<\/span><span style=\"font-weight: 400;\"> This holds them accountable and helps them deliver results for clients. Yes, creativity needs freedom to flow, but it also requires workflows<\/span> <span style=\"font-weight: 400;\">to stay the course.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Traditionally, marketing and media channels have been print (i.e., billboards and magazines) and broadcast (i.e., television or radio). But the advertising landscape has evolved and now includes digital channels like social media, digital advertising, and search engines among others.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">That means even within traditional creative services, there are many campaign options, and that means a multitude of workflows.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">So where do you start? And how do you optimize your <\/span><span style=\"font-weight: 400;\">ad agency workflow<\/span><span style=\"font-weight: 400;\">? We\u2019re here to help you figure it out.<\/span><\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_82_2 counter-hierarchy ez-toc-counter ez-toc-custom ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">In this article \ud83d\udcd6<\/p>\n<span class=\"ez-toc-title-toggle\"><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/resourceguruapp.com\/blog\/agencies\/advertising-agency-workflow\/#Our-expert-roll-call\" >Our expert roll call<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/resourceguruapp.com\/blog\/agencies\/advertising-agency-workflow\/#What-is-a-workflow\" >What is a workflow?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/resourceguruapp.com\/blog\/agencies\/advertising-agency-workflow\/#What-is-an-advertising-ad-agency-workflow-specifically\" >What is an advertising (ad) agency workflow specifically?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/resourceguruapp.com\/blog\/agencies\/advertising-agency-workflow\/#8-benefits-of-an-advertising-agency-workflow\" >8 benefits of an advertising agency workflow\u00a0<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/resourceguruapp.com\/blog\/agencies\/advertising-agency-workflow\/#Your-11-step-advertising-agency-workflow-process\" >Your 11-step advertising agency workflow process\u00a0<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/resourceguruapp.com\/blog\/agencies\/advertising-agency-workflow\/#Ad-agency-workflows-Examples-and-use-cases\" >Ad agency workflows: Examples and use cases<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/resourceguruapp.com\/blog\/agencies\/advertising-agency-workflow\/#5-tips-to-optimize-your-advertising-agency-workflow\" >5 tips to optimize your advertising agency workflow\u00a0<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/resourceguruapp.com\/blog\/agencies\/advertising-agency-workflow\/#Ad-agency-workflow-software-ditch-those-spreadsheets-for-good\" >Ad agency workflow software (ditch those spreadsheets for good)<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/resourceguruapp.com\/blog\/agencies\/advertising-agency-workflow\/#Advertising-agency-workflow-your-secret-to-growth\" >Advertising agency workflow: your secret to growth\u00a0<\/a><\/li><\/ul><\/nav><\/div>\n<h2><span class=\"ez-toc-section\" id=\"Our-expert-roll-call\"><\/span><span style=\"font-weight: 400;\">Our expert roll call<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Expect actionable insights from the following agency veterans:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a href=\"https:\/\/www.linkedin.com\/in\/shantalgonzalez\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Shantal Gonzalez<\/span><\/a><span style=\"font-weight: 400;\">, experienced <\/span><a href=\"https:\/\/resourceguruapp.com\/blog\/agency-interview-mrm\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Director of Project Management<\/span><\/a><span style=\"font-weight: 400;\"> for leading agencies like <\/span><a href=\"https:\/\/www.mrm.com\/en\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">MRM<\/span><\/a><span style=\"font-weight: 400;\">.\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a href=\"https:\/\/www.linkedin.com\/in\/leighbuttrey\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Leigh Buttrey<\/span><\/a><span style=\"font-weight: 400;\">, Head of Client Accounts &amp; Paid Media Specialist at Adriana Stein Marketing, and Co-founder of <\/span><a href=\"https:\/\/www.forank.com\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Forank<\/span><\/a><span style=\"font-weight: 400;\">.\u00a0<\/span><\/li>\n<\/ul>\n<p>You&#8217;ll see their advice and tips throughout the article as we attempt to create more context and give you practical tips.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"What-is-a-workflow\"><\/span><span style=\"font-weight: 400;\">What is a workflow?<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">\u201cA workflow is a system that allows you to identify each step&#8217;s input and output and the correct order to get from one point to another.\u201d &#8211; Agency veteran Shantal Gonzalez.<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"What-is-an-advertising-ad-agency-workflow-specifically\"><\/span><span style=\"font-weight: 400;\">What is an advertising <\/span><span style=\"font-weight: 400;\">(ad) agency workflow<\/span><span style=\"font-weight: 400;\"> specifically?<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Advertising agency workflows<\/span><span style=\"font-weight: 400;\"> come under the umbrella of general <\/span><a href=\"https:\/\/resourceguruapp.com\/blog\/agency-workflow\"><span style=\"font-weight: 400;\">agency workflows<\/span><\/a><span style=\"font-weight: 400;\">.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">It refers to the systematic process and sequence of activities that an advertising agency follows to execute advertising campaigns and deliver services to clients. It outlines the steps, tasks, and interactions involved in creating, planning, and implementing campaigns from start to finish.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">But there\u2019s a catch. (Isn\u2019t there always?)<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Not only do <\/span><span style=\"font-weight: 400;\">advertising agency workflows<\/span><span style=\"font-weight: 400;\"> differ from workflows for other agency types\u2014say recruitment or software development. They\u2019ll change depending on the specific type of advertising or creative work your agency offers.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">And last but not least, even if it\u2019s the same type of agency, they may still vary depending on the <\/span><span style=\"font-weight: 400;\">agency&#8217;s strategy<\/span><span style=\"font-weight: 400;\">.<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"8-benefits-of-an-advertising-agency-workflow\"><\/span><span style=\"font-weight: 400;\">8 benefits of an <\/span><span style=\"font-weight: 400;\">advertising agency workflow<\/span><span style=\"font-weight: 400;\">\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">From agency scalability to team collaboration and accountability, discover eight benefits of creating workflows for your ad agency.\u00a0<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Better resource utilization (<\/span><i><span style=\"font-weight: 400;\">across <\/span><\/i><span style=\"font-weight: 400;\">projects)<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">An <\/span><span style=\"font-weight: 400;\">ad agency workflow<\/span><span style=\"font-weight: 400;\"> that provides a clear direction of travel helps your project manager(s) to optimize <\/span><a href=\"https:\/\/resourceguruapp.com\/blog\/resource-allocation-guide\"><span style=\"font-weight: 400;\">resource allocation<\/span><\/a><span style=\"font-weight: 400;\">. Because you have a roadmap, you can match the right skills and people against not just one but <\/span><i><span style=\"font-weight: 400;\">all<\/span><\/i><span style=\"font-weight: 400;\"> agency projects.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">That creates more <\/span><a href=\"https:\/\/resourceguruapp.com\/blog\/project-managers-resource-utilization\"><span style=\"font-weight: 400;\">efficient resource utilization<\/span><\/a><span style=\"font-weight: 400;\"> across your agency. Meaning you can respond to bottlenecks and project changes <\/span><i><span style=\"font-weight: 400;\">without <\/span><\/i><a href=\"https:\/\/resourceguruapp.com\/blog\/solve-resource-overallocation\"><span style=\"font-weight: 400;\">over-allocating your team<\/span><\/a><span style=\"font-weight: 400;\">.\u00a0<\/span><\/p>\n<div id=\"attachment_4353\" style=\"width: 790px\" class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" aria-describedby=\"caption-attachment-4353\" class=\"size-full wp-image-4353\" src=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/04\/examples-of-indivdual-utilization-rates-in-Resource-Guru.jpg\" alt=\"An example of individual utilization rates in resource management software Resource Guru.\" width=\"780\" height=\"438\" \/><p id=\"caption-attachment-4353\" class=\"wp-caption-text\">An example of how individual utilization rates appear in Resource Guru\u2019s software.<\/p><\/div>\n<h3><span style=\"font-weight: 400;\">2. Team collaboration (key to agency survival)<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">\u201cHaving workflows allows each discipline to understand its contribution to successful outputs as an agency,\u201d says Shantal.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">But workflows don\u2019t just create a greater understanding of how <\/span><i><span style=\"font-weight: 400;\">you<\/span><\/i><span style=\"font-weight: 400;\"> fit into the broader project picture. You\u2019ll also see how <\/span><i><span style=\"font-weight: 400;\">others<\/span><\/i><span style=\"font-weight: 400;\"> fit into the picture, which enables better <\/span><a href=\"https:\/\/resourceguruapp.com\/blog\/whats-my-role\"><span style=\"font-weight: 400;\">team collaboration<\/span><\/a><span style=\"font-weight: 400;\">.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">And it\u2019s no secret: Compared to other organizations, agencies need high degrees of team collaboration <\/span><i><span style=\"font-weight: 400;\">across projects<\/span><\/i><span style=\"font-weight: 400;\"> to survive.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Team accountability\u00a0<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Having workflows that suit your ad agency \u201cholds everyone on the project accountable,\u201d says Leigh. Because everyone knows \u201ceach step needs to be done in order for the campaign to be a success.\u201d\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Not only will the right people work on the right tasks. But your resources will know who\u2019s accountable for deliverables throughout the <\/span><a href=\"https:\/\/resourceguruapp.com\/blog\/project-life-cycle\"><span style=\"font-weight: 400;\">project life cycle<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">4. Team well-being (through better resource planning)\u00a0<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">\u201cWhen we don&#8217;t follow the proper workflow, we sacrifice our talent and ability to deliver fantastic work,\u201d warns Shantal.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In short, workflows give you an overview of who\u2019s responsible for what, from <\/span><a href=\"https:\/\/resourceguruapp.com\/blog\/project-initiation\"><span style=\"font-weight: 400;\">project initiation<\/span><\/a><span style=\"font-weight: 400;\"> to <\/span><a href=\"https:\/\/resourceguruapp.com\/blog\/project-closure\"><span style=\"font-weight: 400;\">closure<\/span><\/a><span style=\"font-weight: 400;\">.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">That insight makes for masterful <\/span><a href=\"https:\/\/resourceguruapp.com\/blog\/workload-planning-guide\"><span style=\"font-weight: 400;\">workload planning<\/span><\/a><span style=\"font-weight: 400;\">. You know, the kind that keeps projects rolling along on time and on budget. <\/span><i><span style=\"font-weight: 400;\">Without <\/span><\/i><span style=\"font-weight: 400;\">sacrificing your team\u2019s health and risking <\/span><a href=\"https:\/\/resourceguruapp.com\/blog\/agency-burnout#10-reasons-why-agency-burnout-can-happen\"><span style=\"font-weight: 400;\">agency burnout<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/p>\n<p><a href=\"https:\/\/resourceguruapp.com\/blog\/agency-interview-havas-cx-canada?utm_source=block&amp;utm_medium=banner&amp;utm_campaign=agency_blogs&amp;utm_term=agency+interview+series&amp;utm_content=organic\"><img loading=\"lazy\" decoding=\"async\" class=\"size-medium wp-image-4962 aligncenter\" src=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/07\/in-blog-CTA-interview-series-943x242.jpg\" alt=\"Amirreza Farhadi creates for-life balance for employees at Havas CX Canada.\" width=\"943\" height=\"242\" srcset=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/07\/in-blog-CTA-interview-series-943x242.jpg.webp 943w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/07\/in-blog-CTA-interview-series-1042x268.jpg.webp 1042w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/07\/in-blog-CTA-interview-series-1536x395.jpg 1536w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/07\/in-blog-CTA-interview-series.jpg 1836w\" sizes=\"auto, (max-width: 943px) 100vw, 943px\" \/><\/a><\/p>\n<h3><span style=\"font-weight: 400;\">5. Mitigating human error<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">\u201cWithout workflows and processes, things are easily missed, especially if you&#8217;re setting a client up from scratch,\u201d says Leigh.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In the case of digital advertising, for example, \u201cit would be a disaster to run ads without conversion tracking.\u201d So it\u2019s crucial to implement workflows that stop \u201chuman error\u201d and these key tasks from \u201cbeing missed,\u201d Leigh warns.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">6. Reducing project delays<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Deadlines are harder to meet when there\u2019s a workflow gap. You might suffer from lost assets or deliverables (because storing them hasn\u2019t been built into your workflow).\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Then, you could get struck by bottlenecks because of inefficient processes\u2014or a lack of them. That\u2019s a lot of avoidable bumps in the road that can cause late completion or project failure.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">7. Client satisfaction and retention<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Clients don\u2019t need to know the inner workings of your agency. But, if your internal processes aren\u2019t fit for purpose, causing human error, poor deliverables, and project delays, they\u2019ll <\/span><i><span style=\"font-weight: 400;\">feel <\/span><\/i><span style=\"font-weight: 400;\">the gaps. Ultimately, poor workflows will affect your <\/span><a href=\"https:\/\/resourceguruapp.com\/blog\/client-agency-relationship\"><span style=\"font-weight: 400;\">client-agency relationship<\/span><\/a><span style=\"font-weight: 400;\">.\u00a0<\/span><\/p>\n<p><b>Long story short:<\/b><span style=\"font-weight: 400;\"> Robust workflows improve service delivery, which can help you keep client satisfaction levels high. And that means clients are more likely to stick around year after year. You may even get some bonus business from client referrals too.\u00a0<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">8. Agency scalability<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Scalability is a hot topic these days, and every leadership team wants to understand <\/span><a href=\"https:\/\/resourceguruapp.com\/blog\/how-to-scale-an-agency\"><span style=\"font-weight: 400;\">what it takes to scale an agency<\/span><\/a><span style=\"font-weight: 400;\">. Unsurprisingly, that starts with your processes.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Standardized but flexible workflows make it much easier for your <\/span><a href=\"https:\/\/resourceguruapp.com\/blog\/agency-operations\"><span style=\"font-weight: 400;\">agency to scale operations<\/span><\/a><span style=\"font-weight: 400;\">. Scaling with minimal friction helps you grow your client roster and take on more projects without impacting existing clients.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Then, with each iteration, you can improve your workflows or identify opportunities for improvement. Creating these <\/span><a href=\"https:\/\/resourceguruapp.com\/blog\/agency-efficiency\"><span style=\"font-weight: 400;\">agency efficiencies<\/span><\/a><span style=\"font-weight: 400;\"> over time will help you scale <\/span><i><span style=\"font-weight: 400;\">even more<\/span><\/i><span style=\"font-weight: 400;\">.<\/span><\/p>\n<p><a href=\"https:\/\/bit.ly\/3X6lT4Q\"><img loading=\"lazy\" decoding=\"async\" class=\"size-medium wp-image-6582 aligncenter\" src=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/10\/Blog-banner-1-943x242.jpg\" alt=\"A rectangle shaped banner in purple featuring a 3D book cover with a prompt to download an eBook about resource planning for agencies.\" width=\"943\" height=\"242\" srcset=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/10\/Blog-banner-1-943x242.jpg.webp 943w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/10\/Blog-banner-1-1042x268.jpg.webp 1042w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/10\/Blog-banner-1-1536x395.jpg.webp 1536w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/10\/Blog-banner-1-310x80.jpg.webp 310w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/10\/Blog-banner-1.jpg 1836w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/10\/Blog-banner-1-310x80@2x.jpg.webp 620w\" sizes=\"auto, (max-width: 943px) 100vw, 943px\" \/><\/a><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Your-11-step-advertising-agency-workflow-process\"><\/span><span style=\"font-weight: 400;\">Your 11-step <\/span><span style=\"font-weight: 400;\">advertising agency workflow process<\/span><span style=\"font-weight: 400;\">\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Now you know the benefits of an <\/span><span style=\"font-weight: 400;\">advertising agency workflow process<\/span><span style=\"font-weight: 400;\">, here\u2019s how to build your own.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Step 1. Client discovery and proposal\u00a0<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Before getting into the nitty gritty of<\/span><span style=\"font-weight: 400;\"> client onboarding <\/span><span style=\"font-weight: 400;\">(or project kick-off), let\u2019s look at client discovery and proposal. Hopefully, this already forms part of your <\/span><a href=\"https:\/\/resourceguruapp.com\/blog\/agency-project-management-process\"><span style=\"font-weight: 400;\">agency project management process<\/span><\/a><span style=\"font-weight: 400;\">. But if not, here\u2019s a brief overview of these stages.\u00a0<\/span><\/p>\n<p><b>During client discovery, you\u2019ll tick off a few things, including:\u00a0<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Establishing a <\/span><a href=\"https:\/\/resourceguruapp.com\/blog\/how-to-create-the-ultimate-project-budget-template-free-excel-template\"><span style=\"font-weight: 400;\">budget<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Identifying your client\u2019s goals (including their marketing goals)<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Finding out the initial <\/span><a href=\"https:\/\/resourceguruapp.com\/blog\/what-is-project-scope\"><span style=\"font-weight: 400;\">project scope<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Resource estimation (do you have the right talent for the initial project scope, and are they available?)\u00a0<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">First, you\u2019ll use all that info to work out if you\u2019re an agency-client match. If not, signpost client projects to your network. If yes, create a winning client proposal.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Then, if all goes well with your proposal, your client will put ink on paper, and your project can start.\u00a0<\/span><\/p>\n<h4><strong>Expert insights from digital advertising use case\u00a0<\/strong><\/h4>\n<p><span style=\"font-weight: 400;\">Every step of your <\/span><span style=\"font-weight: 400;\">ad agency workflow<\/span><span style=\"font-weight: 400;\"> \u201cis really important,\u201d says Leigh, Co-founder of\u00a0<a href=\"https:\/\/www.forank.com\/\" target=\"_blank\" rel=\"noopener\">Forank<\/a>. \u201cBut the <\/span><i><span style=\"font-weight: 400;\">most<\/span><\/i><span style=\"font-weight: 400;\"> important one is understanding the client&#8217;s marketing goal.\u201d\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In the context of digital advertising, and PPC in particular, Leigh emphasizes this needs to be done \u201cbefore looking at setting up ads,\u201d ideally during client discovery.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">That\u2019s so you avoid running ads \u201cfor the sake of running ads.\u201d Aka \u201cwithout any thought behind what the goal of the campaign is\u201d and whether it resonates \u201con the platform or with the audience targeted,\u201d says Leigh.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Once you\u2019ve understood what your client is trying to achieve and \u201cthe best platform and ad strategy\u201d to achieve that, \u201ceverything else comes along afterward.\u201d<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Step 2. Client onboarding (project kick-off)\u00a0<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Client onboarding<\/span><span style=\"font-weight: 400;\"> is all about getting everyone on the same page. That includes your in-house team, the client, and, if relevant, other external stakeholders.\u00a0<\/span><\/p>\n<p><b>You\u2019ll want to clarify:\u00a0<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Your client\u2019s goals (ensuring you<\/span><i><span style=\"font-weight: 400;\"> really<\/span><\/i><span style=\"font-weight: 400;\"> understand them)<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">The project requirements<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Deliverables<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Project stakeholders<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Internal and external communication expectations (<\/span><b>Hint: <\/b><span style=\"font-weight: 400;\">setting these early can build agency-client trust. It may also prevent those long client response times that hinder project progress.)\u00a0<\/span><\/li>\n<\/ul>\n<p><b>Pro tip:<\/b><span style=\"font-weight: 400;\"> You\u2019ll also want to outline a flexible <\/span><a href=\"https:\/\/resourceguruapp.com\/blog\/project-scheduling-101\"><span style=\"font-weight: 400;\">project schedule<\/span><\/a><span style=\"font-weight: 400;\"> with milestones and key deadlines. But ensure they align with the budget, preferred timeframe for <\/span><a href=\"https:\/\/resourceguruapp.com\/blog\/project-closure\"><span style=\"font-weight: 400;\">project closure<\/span><\/a><span style=\"font-weight: 400;\">, and resource availability.\u00a0<\/span><\/p>\n<h4><strong>Expert insights and ad agency use case\u00a0<\/strong><\/h4>\n<p><span style=\"font-weight: 400;\">Having client onboarding as part of your workflow means \u201cthere is a process to go through,\u201d says Leigh.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">For example, when it comes to digital ads, that process typically includes \u201cgaining access to their tech stack, setting up ad accounts, setting up conversion tracking.\u201d All of which ensure smooth project initiation.\u00a0<\/span><\/p>\n<p><b>Pro tip: <\/b><span style=\"font-weight: 400;\">Get anything you need from the client to start work on the project upfront. Consider tangible things like getting the right tech permissions, brand guidelines, visual assets, FAQ documents, or subject matter expert interviews.\u00a0<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Step 3. Finalize your project team structure and responsibilities<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Internally, you\u2019ll want to <\/span><a href=\"https:\/\/resourceguruapp.com\/blog\/project-team-roles-and-responsibilities\"><span style=\"font-weight: 400;\">define your project team\u2019s roles<\/span><\/a><span style=\"font-weight: 400;\"> and responsibilities and, if relevant, set flexible key performance indicators (KPIs).\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The sooner you establish how your team members fit into the bigger picture, the easier it is to <\/span><a href=\"https:\/\/resourceguruapp.com\/blog\/5-tips-for-resource-forecasting-in-project-management\"><span style=\"font-weight: 400;\">forecast resources<\/span><\/a><span style=\"font-weight: 400;\"> needed.\u00a0<\/span><\/p>\n<p><b>Then you can better estimate:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">The project workload<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">The people you need to achieve project success<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">How much you\u2019ll need them<\/span><\/li>\n<\/ul>\n<p><b>Pro tip: <\/b><span style=\"font-weight: 400;\">Host an internal<\/span> <span style=\"font-weight: 400;\">kick-off meeting to outline the project. It\u2019ll give your team a chance to feedback on the <\/span><a href=\"https:\/\/resourceguruapp.com\/blog\/effort-vs-scope\"><span style=\"font-weight: 400;\">effort vs. scope<\/span><\/a><span style=\"font-weight: 400;\"> and whether project goals are realistic.\u00a0<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">H3: Step 4. Resource planning and management\u00a0<\/span><\/h3>\n<p><a href=\"https:\/\/resourceguruapp.com\/blog\/agency-resource-planning-management-guide\"><span style=\"font-weight: 400;\">Agency resource planning<\/span><\/a><span style=\"font-weight: 400;\"> and management is something you\u2019ll do <\/span><i><span style=\"font-weight: 400;\">throughout <\/span><\/i><span style=\"font-weight: 400;\">the entire <\/span><span style=\"font-weight: 400;\">ad agency workflow<\/span><span style=\"font-weight: 400;\">.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Whether that\u2019s estimating resources after your client discovery meeting. Or finalizing your <\/span><a href=\"https:\/\/resourceguruapp.com\/blog\/agency-team-structure\"><span style=\"font-weight: 400;\">agency project team structure<\/span><\/a><span style=\"font-weight: 400;\"> before kickoff. You\u2019ll also ensure you match the right skills against tasks throughout the project.\u00a0<\/span><\/p>\n<p><b>For the rest of your <\/b><b>ad agency workflow<\/b><b>, you\u2019ll likely revisit:\u00a0<\/b><b><\/b><\/p>\n<ul>\n<li aria-level=\"1\"><b>Resource allocation. <\/b><span style=\"font-weight: 400;\">How you manage your team\u2019s time and workload against project needs and availability.<\/span><\/li>\n<\/ul>\n<ul>\n<li aria-level=\"1\"><b>Resource scheduling. <\/b><span style=\"font-weight: 400;\">How you schedule your team based on project needs, task needs, and <\/span><a href=\"https:\/\/resourceguruapp.com\/blog\/resource-capacity-planning-guide\"><span style=\"font-weight: 400;\">resource capacity<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/li>\n<\/ul>\n<ul>\n<li aria-level=\"1\"><b>Resource optimization. <\/b><span style=\"font-weight: 400;\">How you <\/span><a href=\"https:\/\/resourceguruapp.com\/blog\/workload-planning-guide\"><span style=\"font-weight: 400;\">plan team workload<\/span><\/a><span style=\"font-weight: 400;\"> or reallocate tasks balancing <\/span><a href=\"https:\/\/resourceguruapp.com\/blog\/project-managers-resource-utilization\"><span style=\"font-weight: 400;\">resource utilization<\/span><\/a><span style=\"font-weight: 400;\"> against project needs.\u00a0<\/span><\/li>\n<\/ul>\n<ul>\n<li aria-level=\"1\"><b>Resource monitoring and control. <\/b><span style=\"font-weight: 400;\">As part of <\/span><a href=\"https:\/\/resourceguruapp.com\/blog\/project-monitoring-and-control\"><span style=\"font-weight: 400;\">project monitoring and control<\/span><\/a><span style=\"font-weight: 400;\">, you\u2019ll also want to track the use of resources.\u00a0<\/span><\/li>\n<\/ul>\n<div id=\"attachment_2510\" style=\"width: 953px\" class=\"wp-caption alignnone\"><img loading=\"lazy\" decoding=\"async\" aria-describedby=\"caption-attachment-2510\" class=\"wp-image-2510 size-medium\" src=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2017\/05\/Bookings-with-context-Resource-Guru-943x468.jpg\" alt=\"Schedule view in Resource Guru. \" width=\"943\" height=\"468\" srcset=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2017\/05\/Bookings-with-context-Resource-Guru-943x468.jpg.webp 943w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2017\/05\/Bookings-with-context-Resource-Guru-1042x518.jpg.webp 1042w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2017\/05\/Bookings-with-context-Resource-Guru.jpg 1520w\" sizes=\"auto, (max-width: 943px) 100vw, 943px\" \/><p id=\"caption-attachment-2510\" class=\"wp-caption-text\"><em>Schedule view in Resource Guru, scheduling the initial meeting about the brief.<\/em><\/p><\/div>\n<div class=\"mceTemp\">\n<h3>Step 5. Planning and strategy<\/h3>\n<\/div>\n<p><span style=\"font-weight: 400;\">The planning and strategy stage of your <\/span><span style=\"font-weight: 400;\">ad agency workflow<\/span><span style=\"font-weight: 400;\"> involves diving into research. The insights you glean here will help you get specific about your client\u2019s advertising and marketing strategy.\u00a0<\/span><\/p>\n<p><b>You can then create a clear project roadmap, including:<\/b><span style=\"font-weight: 400;\">\u00a0<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">The outline of your approach<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Any specific messaging and communication needs<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Distribution methods and ideal marketing channels <\/span><span style=\"font-weight: 400;\">(i.e., TV, radio, digital, social media, print, out-of-home)<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Ideal tactics\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Clearly defined goals and objectives (i.e., project goals, objectives, and KPIs)<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Some research methods include market research, existing performance analytics, and competitor analysis. Market research helps you understand the target audience. Performance analytics show what\u2019s already working and what isn\u2019t. Competitor analysis highlights market trends and competitor gaps.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Step 6. Creative brief development<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Before assigning creative tasks to the team, you must create clear project briefs based on your strategy.\u00a0<\/span><\/p>\n<p><b>A clear brief details:\u00a0<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Specific task instructions<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Critical information (i.e., the target audience and purpose of the work)<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Deadlines<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">That way, your team will know what you expect from their time on the project. Plus, giving a clear outline of creative tasks should reduce revisions while creating accountability for any amendments (preventing bottlenecks).\u00a0<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Step 7. Production\u00a0<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">You\u2019ve got your strategy mapped out, and you\u2019ve made and assigned project briefs. Now it\u2019s time to let your creatives be <\/span><i><span style=\"font-weight: 400;\">creative<\/span><\/i><span style=\"font-weight: 400;\">.\u00a0<\/span><\/p>\n<p><img decoding=\"async\" class=\"aligncenter\" src=\"https:\/\/media.giphy.com\/media\/1g3roDSU5NmwCDAhSW\/giphy.gif\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Before production begins, you might encourage ideation and conceptualization as ways to explore different possibilities and approaches to creative work.\u00a0<\/span><\/p>\n<p><b>Some methods include:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Brainstorming sessions<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Mood boards<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Creative workshops<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">These activities also give departments and team members space to give feedback about whether an approach is realistic. Thus, aligning teams, further building trust, and fostering team collaboration.\u00a0<\/span><\/p>\n<p><b>Pro tip: <\/b><span style=\"font-weight: 400;\">Remember to factor in time for internal reviews before shipping deliverables for client feedback and approval.\u00a0<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Step 8. Quality assurance<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Like resource planning and management, quality assurance is something you\u2019ll want to embed throughout the workflow. Having quality assurance in place throughout ensures deliverables meet the client&#8217;s expectations and project needs.\u00a0<\/span><\/p>\n<p><b>In an ad agency context, quality assurance could be:\u00a0<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Fact-checking or reviewing creative work like copy or design<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Double-checking that conversion tracking is set up correctly for digital ads<\/span><\/li>\n<\/ul>\n<p><b>Pro tip:<\/b><span style=\"font-weight: 400;\"> You know it, we know it. It\u2019s easier to tweak a draft of a creative deliverable than the final version. So create space for iterative feedback both internally and externally throughout the workflow. That means scheduling reviews, revisions, and feedback sessions before shipping deliverables for client approval.\u00a0<\/span><\/p>\n<h4><strong>Resource monitoring and optimization<\/strong><\/h4>\n<p><span style=\"font-weight: 400;\">Quality assurance also applies to your resources (i.e., resource monitoring and optimization.) For example, <\/span><a href=\"https:\/\/resourceguruapp.com\/features\/capacity-planning-software\"><span style=\"font-weight: 400;\">monitoring team capacity<\/span><\/a><span style=\"font-weight: 400;\"> to ensure no one is overallocated is a quality control process.\u00a0<\/span><\/p>\n<div id=\"attachment_2983\" style=\"width: 953px\" class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" aria-describedby=\"caption-attachment-2983\" class=\"size-medium wp-image-2983\" src=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2022\/03\/resource-guru-manage-people-943x535.jpg\" alt=\"Capacity planning in Resource Guru.\" width=\"943\" height=\"535\" srcset=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2022\/03\/resource-guru-manage-people-943x535.jpg.webp 943w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2022\/03\/resource-guru-manage-people-1042x591.jpg.webp 1042w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2022\/03\/resource-guru-manage-people-1536x871.jpg 1536w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2022\/03\/resource-guru-manage-people.jpg 1843w\" sizes=\"auto, (max-width: 943px) 100vw, 943px\" \/><p id=\"caption-attachment-2983\" class=\"wp-caption-text\"><em>Resource Guru gives you clear, real-time insight into everyone\u2019s capacity<\/em>.<\/p><\/div>\n<p><span style=\"font-weight: 400;\">But remember, resource monitoring isn\u2019t about micromanaging.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">It\u2019s about finding ways to use your team more effectively and help overburdened team members. That includes reallocating work or finding contractors to help rebalance an over-utilized team member\u2019s workload.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Step 9. Client feedback and next steps<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Hopefully, you\u2019ve had iterative feedback throughout. But now it\u2019s time to present any final deliverables needed for further <\/span><a href=\"https:\/\/resourceguruapp.com\/blog\/project-execution\"><span style=\"font-weight: 400;\">project execution<\/span><\/a><span style=\"font-weight: 400;\"> or production.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Ideally, you\u2019ll want to do this in a meeting rather than over email. You can then add any context to your decision-making and show <\/span><i><span style=\"font-weight: 400;\">explicitly<\/span><\/i><span style=\"font-weight: 400;\"> how the work meets the project goals.\u00a0<\/span><\/p>\n<p><b>In the meeting, remember to gather:\u00a0<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Feedback<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Revision suggestions\/requests (i.e., changes to an ad\u2019s messaging or design)<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Next steps<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Once you have everything you need, you\u2019ll want to action client feedback before getting final approval.\u00a0<\/span><\/p>\n<p><b>Pro tip: <\/b><span style=\"font-weight: 400;\">If you meet virtually, you could request consent to record the meeting. That means everyone can refer back to the recording for reference. Plus, you\u2019ll have documented the agreed next steps and can assign team tasks with peace of mind.\u00a0<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Step 10. Additional production and strategy delivery\u00a0<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">When your client has signed off on the creative deliverables, you can go into other production and strategy.\u00a0<\/span><\/p>\n<p><b>In an ad agency context, this could mean:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Sharing the now-approved video ad with the relevant media publisher (i.e., television or digital video)\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Deploying the now-approved ad copy per your digital advertising strategy (i.e., PPC)<\/span><\/li>\n<\/ul>\n<p><b>Pro tip: <\/b><span style=\"font-weight: 400;\">The next iteration of your strategy will likely bring new work. That means you\u2019ll need to assign new tasks to people with the right skill set. But remember, don\u2019t just factor in new timelines and budget considerations. To keep your people happy, healthy, and productive, revisit your <\/span><a href=\"https:\/\/resourceguruapp.com\/features\/capacity-planning-software\"><span style=\"font-weight: 400;\">team capacity<\/span><\/a><span style=\"font-weight: 400;\">.\u00a0<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Step 11. Evaluation (performance analysis)<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">If your client campaign is continuous, you\u2019ll want to complete a performance analysis throughout each iteration. That could be analyzing ad performance to find successes and failures so you can optimize your strategy moving forwards.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">If you\u2019re officially closing your project, you\u2019ll want to do a final evaluation with a performance report. Not sure where to start? Close out your projects correctly and diligently with our <\/span><a href=\"https:\/\/resourceguruapp.com\/blog\/project-closure-checklist\"><span style=\"font-weight: 400;\">free project closure checklist<\/span><\/a><span style=\"font-weight: 400;\">.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Whether you\u2019ve delivered a one-off or monthly project, give your client some recommendations.\u00a0<\/span><\/p>\n<p><b>Recommendations could include:\u00a0<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Specific data-informed strategies to enhance future performance\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Other suggestions based on wider project successes or areas for improvement<\/span><\/li>\n<\/ul>\n<p><b>Pro tip: <\/b><span style=\"font-weight: 400;\">Don\u2019t forget to analyze your <\/span><a href=\"https:\/\/resourceguruapp.com\/features\/resource-management\"><span style=\"font-weight: 400;\">resource utilization rates<\/span><\/a><span style=\"font-weight: 400;\">, scheduled time, and billable hours throughout the project. Dig into data about resource gaps, over-allocation, and under-allocation. <\/span><span style=\"font-weight: 400;\">Ask yourself whether poor resource planning or management caused bottlenecks or project delays. Use the insights to optimize resources (and increase profitability) for future projects.<\/span><\/p>\n<div id=\"attachment_2472\" style=\"width: 953px\" class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" aria-describedby=\"caption-attachment-2472\" class=\"wp-image-2472 size-medium\" src=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2021\/07\/resource-planning-tool-e1625129995954-943x604.png\" alt=\"resource-planning-tool\" width=\"943\" height=\"604\" srcset=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2021\/07\/resource-planning-tool-e1625129995954-943x604.png.webp 943w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2021\/07\/resource-planning-tool-e1625129995954-1042x667.png.webp 1042w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2021\/07\/resource-planning-tool-e1625129995954.png 1516w\" sizes=\"auto, (max-width: 943px) 100vw, 943px\" \/><p id=\"caption-attachment-2472\" class=\"wp-caption-text\"><em>An example of how Resource Guru tracks utilization rates and billable vs. non-billable hours.<\/em><\/p><\/div>\n<p><span style=\"font-weight: 400;\">Now that we\u2019ve got a good idea of what building an <\/span><span style=\"font-weight: 400;\">advertising agency workflow<\/span><span style=\"font-weight: 400;\"> looks like, let\u2019s get practical and take a look at a couple of use cases.<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Ad-agency-workflows-Examples-and-use-cases\"><\/span><span style=\"font-weight: 400;\">Ad agency workflows<\/span><span style=\"font-weight: 400;\">: Examples and use cases<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h3><span style=\"font-weight: 400;\">Traditional creative services use case<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Creative services fall under the umbrella of traditional ad agency work. These services involve creating, planning, and executing advertising campaigns and marketing strategies on behalf of clients. It includes producing advertising assets like video, copy, or graphics and then distributing them across relevant media channels.\u00a0<\/span><\/p>\n<h4><strong>Overview of a traditional ad asset creation workflow\u00a0<\/strong><\/h4>\n<p><span style=\"font-weight: 400;\">When creating assets to distribute via traditional media channels, your workflow may look something like this:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">The account management team receives client brief<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">The account management team passes the client brief to the creative team<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">The creative team brainstorms ideas (ideation)<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">The creative team drafts the initial design for the advertising campaign (conceptual design)<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Account management and the creative team reach a consensus before further production\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">An in-house comprehensive creative brief is produced and shared with relevant people\/departments<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Production of ad assets begins\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">In-house and client feedback is gathered and shared\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Final revisions based on feedback<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Of course, this is a general idea of a workflow that you would naturally tailor to suit a specific campaign.\u00a0\u00a0<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Digital advertising workflow <\/span><span style=\"font-weight: 400;\">use case\u00a0<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Digital, such as pay-per-click (PPC), falls under online or non-traditional ad work.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">According to agency veteran Leigh Buttrey, your \u201cmarketing goal\u201d is key to determining the specifics of your <\/span><span style=\"font-weight: 400;\">digital advertising workflow<\/span><span style=\"font-weight: 400;\">.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">\u201cWhen running ads, the purpose for them is usually lead generation or online sales,\u201d says Leigh.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">\u201cSo ensuring conversion tracking is set up correctly from the get-go\u201d is vital in a paid ad workflow. Whereas for, say, a TV ad campaign, tracking direct conversions isn\u2019t necessarily feasible.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The benefit of setting up conversion tracking for paid advertising is that your agency can \u201censure the client is seeing results from the media spend,\u201d emphasizes Leigh.\u00a0<\/span><\/p>\n<h4><strong>Overview of a typical digital advertising workflow\u00a0<\/strong><\/h4>\n<p><span style=\"font-weight: 400;\">According to Leigh, a typical workflow of an advertising agency (specifically for paid) ad workflow may involve the following:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Gaining access to a clients tech stack<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Setting up ad accounts<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Setting up conversion tracking<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Researching competitors and keywords<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Putting together an ad strategy<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Looping in creatives and ad copy before going live<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">\u201cThis is a quick overview. But the process is very similar across the board for all new clients. It only may differ depending on the time of ads you are running,\u201d says Leigh.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">With these use cases in mind, let\u2019s talk about workflow optimization.<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"5-tips-to-optimize-your-advertising-agency-workflow\"><\/span><span style=\"font-weight: 400;\">5 tips to optimize your <\/span><span style=\"font-weight: 400;\">advertising agency workflow<\/span><span style=\"font-weight: 400;\">\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">We didn\u2019t just want to show you how to build your <\/span><span style=\"font-weight: 400;\">ad agency process and workflow<\/span><span style=\"font-weight: 400;\">. We wanted to give you actionable tips to optimize your workflow process with each iteration.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">To do that, we picked our featured agency expert\u2019s brains and gleaned their juiciest insights.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Here\u2019s what they had to say.\u00a0<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">1. Start with the resource<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">\u201cIf you&#8217;re working on optimizing team or agency workflow, you need to start with the resource,\u201d says Shantal.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Ask yourself, \u201cDo you have the right talent that understands their roles and responsibilities to help execute?\u201d\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">If yes, Shantal says, \u201cIt&#8217;s time to go more granular and look at how you approach the workflow.\u201d<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">2. Then get granular\u00a0<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Shantal suggests \u201cbuilding the current workflow, breakdown the existing steps, and identifying (clearly and in bullet points) the objective of each of those steps.\u201d<\/span><\/p>\n<p><span style=\"font-weight: 400;\">\u201cThat will help determine the \u2018broken link\u2019\u201d and identify \u201cif each step is hitting those objectives,\u201d says Shantal.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">3. Adopt solution thinking<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">\u201cOnce you&#8217;ve done this homework, then you go into solution thinking,\u201d says Shantal. At this stage, you can begin \u201cre-arranging, probably eliminating redundancies and identifying efficiencies and new goals.\u201d\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Doing this will help you \u201cimprove productivity and management\u201d across your ad agency.\u00a0<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">4. Consider the type of client<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Each client type may come with different needs. So for \u201ce-commerce clients, the workflow will be different to clients who offer a service,\u201d says Leigh.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">To account for these differences, Leigh recommends \u201cputting together scenarios and workflows based on the type of client.\u201d\u00a0<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">5. Allow your workflow to evolve<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Shantal suggests that agencies \u201callow themselves to evolve workflows based on client or market needs.\u201d\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">By rolling with the punches and making changes as needed, you can work to\u00a0 \u201cimprove productivity and efficiencies operationally.\u201d<\/span><\/p>\n<p><b>Pro tip: <\/b><span style=\"font-weight: 400;\">Consider the best <\/span><a href=\"https:\/\/resourceguruapp.com\/blog\/agency-project-management-methodologies\"><span style=\"font-weight: 400;\">agency project management methodology<\/span><\/a><span style=\"font-weight: 400;\"> for your organization. So in this instance, a flexible PM approach, like agile, will help you evolve workflows over time.<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Ad-agency-workflow-software-ditch-those-spreadsheets-for-good\"><\/span><span style=\"font-weight: 400;\">Ad agency workflow software<\/span><span style=\"font-weight: 400;\"> (ditch those spreadsheets for good)<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">The right <\/span><a href=\"https:\/\/resourceguruapp.com\/industries\/agencies\/advertising\"><span style=\"font-weight: 400;\">ad agency workflow software<\/span><\/a><span style=\"font-weight: 400;\"> can save you time and give you peace of mind.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Here are a few features to look out for.<\/span><\/p>\n<div id=\"footable_parent_4980\"\n         class=\" footable_parent ninja_table_wrapper loading_ninja_table wp_table_data_press_parent semantic_ui \">\n                <table data-ninja_table_instance=\"ninja_table_instance_0\" data-footable_id=\"4980\" data-filter-delay=\"1000\" aria-label=\"Ad agency workflow software\"            id=\"footable_4980\"\n           data-unique_identifier=\"ninja_table_unique_id_3509198310_4980\"\n           class=\" foo-table ninja_footable foo_table_4980 ninja_table_unique_id_3509198310_4980 ui table  nt_type_ajax_table selectable celled striped vertical_centered  footable-paging-right ninja_table_search_disabled ninja_table_pro\">\n                <colgroup>\n                            <col class=\"ninja_column_0 \">\n                            <col class=\"ninja_column_1 \">\n                    <\/colgroup>\n            <\/table>\n    \n    \n    \n<\/div>\n\n<h2><span class=\"ez-toc-section\" id=\"Advertising-agency-workflow-your-secret-to-growth\"><\/span><span style=\"font-weight: 400;\">Advertising agency workflow<\/span><span style=\"font-weight: 400;\">: your secret to growth\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">An advertising agency workflow is a structured system that ensures the smooth execution of client ad campaigns and projects. Workflows also help improve resource utilization, reduce project delays, and create conditions where your agency can scale.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Your workflow should include key steps like client discovery, strategic planning, creative brief development, and more. <\/span><a href=\"https:\/\/resourceguruapp.com\/industries\/agencies\/advertising\"><span style=\"font-weight: 400;\">Ad agency workflow software<\/span><\/a><span style=\"font-weight: 400;\"> makes it even easier to implement your workflows and deliver successful client campaigns.<\/span><\/p>\n<div class=\"freetrial freetrial--text-light freetrial--alt\"><div class=\"freetrial__image\"><img loading=\"lazy\" decoding=\"async\" width=\"310\" height=\"286\" src=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2024\/02\/free-trial-alt-310x286.png\" class=\"attachment-freetrial size-freetrial wp-post-image\" alt=\"\" srcset=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2024\/02\/free-trial-alt-310x286.png 310w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2024\/02\/free-trial-alt.png 536w\" sizes=\"auto, (max-width: 310px) 100vw, 310px\" \/><\/div><div class=\"freetrial__text\"><h4>The #1 scheduling and time tracking tool trusted by thousands of project teams<\/h4>\n<p>Join thousands of project managers who have made scheduling a breeze.<\/p>\n<p><a class=\"button\" href=\"https:\/\/app.resourceguruapp.com\/\" rel=\"noopener\">Start Your Free Trial<\/a><\/p>\n<\/div><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Any thriving creative team is supported by a solid advertising agency workflow. This holds them accountable and helps them deliver results for clients. Yes, creativity needs freedom to flow, but it also requires workflows to stay&hellip;<\/p>\n","protected":false},"author":32,"featured_media":4973,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"content-type":"","mc4wp_mailchimp_campaign":[],"footnotes":""},"categories":[55],"tags":[],"class_list":["post-4972","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-agencies"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Advertising agency workflows: 11 steps to build better processes<\/title>\n<meta name=\"description\" content=\"Learn how to create an advertising agency workflow in 11 steps and lean on actionable insights from seasoned agency professionals.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, 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