New Business Tool Kit

Looking for new partners? Check these tools out.

Agency Search Agreements

Best practice guidance on new business agreements with client prospects.

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Own Your New Biz Artifacts

The 4A’s recommends that agencies preserve ownership of new business-search ideas, plans and work product.

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New Business Questionnaire

A recommended guideline for agencies when evaluating participation in an agency search.

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New Business Pitch Tips

Nine tips to improve your new business pitch process.

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New Business – All Materials

Project Management Series #1: Breakout Session – Annual Scope of Work

This session, held on October 21, 2020, picks up from the October 6th discussion “The Annual Scope of Work Process” and responds to topics that were determined and prioritized through a poll of 4A’s Project Management and Finance Community Members. This breakout session was moderated by Jeff Thaler, a consultant to a number of organizations […]

4A’s Project Management Operations: Annual Scope of Work Process |

This is a joint meeting of the 4A’s Project Management and Regional Finance Communities held on October 6, 2020. The session was moderated by Jeff Thaler, a consultant to a number of organizations on Agency and Client-side Service Delivery, Project Management, and Operations. Jeff most recently served as the head of Program Management and Operations […]

R3 New Business League Global and US – August, 2020

Updated monthly, R3’s New Business League reports highlight the Creative and Media Agency new business activity on an ongoing basis. The PDFs are available for all users to view, while the Excel Summary document, available only to 4A’s Members, includes detail related to identified wins, including the incumbent agency and the new successful agency. New […]

2020 ANA 4A’s Business Case for Relationship Management Program

“The Business Case for Relationship Management,” survey was conducted jointly by the ANA and the 4A’s and serves as a follow-up to an April 2019 4A’s report, “Relationship Management Best Practices Guidance.” The report revealed that both marketers and agencies are aligned on the benefits of a relationship management program and employ a variety of […]

Legal Affairs Committee Meeting – “MSA Hidden Issues” |

To All 4A’s Legal Affairs Committee Members, On Wednesday, September 30th from 3-4:30 pm, EDT the 4A’s held a virtual conference surrounding “MSA Hidden Issues” What are the top “hidden issues”  that you may not think about, but need to consider, when negotiating MSAs?  The provisions that we discussed are particularly problematic since they may […]

4A’s Virtual Finance Committee Meeting – “MSA Hidden Issues”, September 23, 2020

To All Finance Committee Members, On September 23rd from 3-4:30 pm EDT via Zoom, we held a discussion on what are the top “Hidden Issues”  that you may not think about, but need to consider when agencies are negotiating MSAs? Many of us have experience in the basics of negotiating agency-client agreements.  However, in this virtual committee […]

Agency New Business Report |

RSW/US surveyed agency leaders to learn about their new business efforts, including team structure, tools used, top challenges, and more. Impact of COVID-19 on agency new business is featured.

R3 New Business League Global and US – July, 2020

Updated monthly, R3’s New Business League reports highlight the Creative and Media Agency new business activity on an ongoing basis. The PDFs are available for all users to view, while the Excel document, available only to 4A’s Members, includes detail related to identified wins, including the incumbent agency and the new successful agency. New Business […]

4As COVID-19 RTO Virtual Conference – How to Build Your Action Plan for Return to Office |

On Wednesday, August 12th from 3:00-4:30 pm EDT the 4A’s held their Covid-19 RTO Virtual Conference along with Bo Mitchell, President of 911 Consulting, a leading expert in the field of Emergency Response which proved to be an extremely enlightening and beneficial virtual conference for all that attended.    When the 4A’s met with our […]

Agency Search Consultants List

The 4A’s is pleased to provide its list of Agency Search Consultants. This list is updated on a regular basis.

4As and ANA 2020 Best Practice Guidelines for Agency Search Consultants Paper

Given the important role agency search consultants play in helping clients and agencies find the right partner, the 4A’s is pleased to have partnered with the ANA on 2020 Best Practice Guidelines for Agency Search Consultants. These guidelines are intended to align the interests of marketers and agencies around agency searches and make the process […]

R3 New Business League Global and US – June, 2020

Updated monthly, R3’s New Business League reports highlight the Creative and Media Agency new business activity on an ongoing basis. The PDFs are available for all users to view, while the Excel document, available only to 4A’s Members, includes detail related to identified wins, including the incumbent agency and the new successful agency. New Business […]

“Your Pipeline & the Buyer’s Journey” – 4A’s National New Business Committee Meeting (7-30-20) |

“Your Pipeline & the Buyer’s Journey,” with Robin and Steve Boehler of Mercer Island Group, was recorded on July 30, 2020, during the 4A’s National New Business Committee meeting. View the webinar and deck here.

“Activating New Pricing Strategies Starting Tomorrow” |

On Tuesday, July 14th from 3 pm – 4:30 pm the 4A’s hosted a virtual finance committee meeting with Guest Speaker Tim Williams from Ignition Consulting Group.  Previously, Tim was a speaker at the 2019 MPF events where he presented progressive pricing approaches for agencies. The 4A’s is happy to bring to you part 2 of that […]

4A’s New Business Committee Marketing Automation Software Discussion |

The 4As New Business Committee meeting discussing Marketing Automation Software. View the webinar here. Please note that this video will be available for viewing for the next 30 days after which it will be removed from viewing access on our website.

R3 New Business League Global and US – May, 2020

Updated monthly, R3’s New Business League reports highlight the Creative and Media Agency new business activity on an ongoing basis. The PDFs are available for all users to view, while the Excel document, available only to 4A’s Members, includes detail related to identified wins, including the incumbent agency and the new successful agency. New Business […]

4A’s Survey – Analysis of Agency Costs Survey Report

  The Analysis of Agency Costs Survey Report, showing operating cost and income figures of member agencies for 2019 agency data, is now available. The results of the report are presented in two parts: one is for agencies with gross income up to $13.5 million and the second is for agencies with gross income of more than $13.5 million. The results of this survey are copyrighted by the 4A’s under the […]

Project Management Overview for Leaders |

Project Management Overview for Leaders. June 10, 2020 Community discussion led by Jeff Thaler, Head of Program Management at GroupM US. View the webinar deck here.  

4As Agency Financial Forum Meeting – (5-27-2020) |

The 4As Agency Financial Forum meeting held on May 27, 2020. View the webinar deck here.

R3 New Business League Global and US – April, 2020

Updated monthly, R3’s New Business League reports highlight the Creative and Media Agency new business activity on an ongoing basis. The PDFs are available for all users to view, while the Excel document, available only to 4A’s Members, includes detail related to identified wins, including the incumbent agency and the new successful agency. New Business […]

“Observations from 20+ Virtual Pitches” – National New Business Committee Meeting (5-21-20) |

Observations from 20+ Virtual Pitches” with Russel Wohlwerth of External View Consulting was recorded on May 21, 2020, during the National New Business Committee meeting.   View the webinar deck here.

Women & Minorities Make Significant Gains Within the CMO Ranks in 2019

Research Services

Spencer Stuart’s annual CMO Tenure Study finds that the average tenure for chief marketing officers is decreasing.

What’s Happening In New Business Right Now – Western Region (5-13-2020) |

“What’s happening in new business right now” with Michael Palma of The Palma Group was recorded on May 13, 2020, during the 4A’s Western Region New Business Committee meeting.   View the webinar deck here.  

R3 New Business League Global and US – March, 2020

Updated monthly, R3’s New Business League reports highlight the Creative and Media Agency new business activity on an ongoing basis. The PDFs are available for all users to view, while the Excel document, available only to 4A’s Members, includes detail related to identified wins, including the incumbent agency and the new successful agency. New Business […]