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Ensuring Our Clients’ Success: Change Management and How We Help

Helping Our Clients Be Successful

As a brand strategy agency, it’s our job to ensure that our clients are successful. The strategy and strategically-informed design we create is meant to position our clients’ business and brand to thrive.

But at the end of the day, it’s not just about how smart or groundbreaking the strategy or design is. There’s a lot of planning and change management that goes into making sure the project is successful and followed through from start to finish in the most impactful way possible. Operations and project management are key to any brand strategy project. Helping a client manage their project, aligning our teams together, and pushing a project forward on schedule is no easy task.

In our experience, change management and ensuring our clients’ success hinges on:

1. Developing a relationship

The first step is all about building a relationship. We’re all human after all. As an agency, we put people first. That’s at the heart of Emotive Brand and what we believe business should be—human. You have to get to know the client and the client has to get to know you. It’s all about trust and respect. Any project will have ups and downs that require give and take, so it’s important to establish common ground. What makes shifts and obstacles down the road easier is when both the client and agency feel like they’re on the same team.

The benefits of building trust are unending. We want people to come to us and say: “We have this doubt. We need help with this. How would you approach this?” And it’s easier to get people to let you guide them and be open to your advice and strategy if they trust you.

It all starts with focusing on the relationship. Creating an environment where you can—if need be—deliver bad news, or say no. Creating an environment where you can celebrate successes and also power through obstacles, together. Face time is important here. Whether it’s virtual conferences, workshops, meetings, these are often appropriate and convenient tools for communication—especially given our current circumstances. It’s key to understanding people and the cultures they work in. It gives context to people and how they think and work. It changes the relationship for the better and helps collaboration flourish more naturally.

When former clients still call us to check-in, to ask how we are, and seek our advice long after a project is over—that’s a success to us.

2. Establishing the expectation of accountability and ownership

Planning, creating calendars, establishing deadlines, setting up check-ins, all of these planning tools are key. But they only really work if people actually show up and deliver what’s expected of them, and this all hinges on accountability. Setting expectations about availability and respecting each other’s timing from the onset is just as important as doing what you say you’re going to do.

As the agency, we create standing project management meetings with our clients to make sure that everyone knows what’s expected of them and to help everyone stay accountable. These meetings are a platform for discussing key milestones, workshops, deadlines, etc. We’ve found that projects get stalled when people feel they are too busy to meet with you. This is why having these meetings is so important. Everyone’s busy. Everyone’s time matters. But by being clear about expectations and deadlines, we get the project done with the least amount of time wasted.

When we figure out how to manage the project together and are aligned around key dates (board meetings, all-hands meetings, etc.) we can more easily build a schedule around an already existing workflow—capitalizing on opportunities when people are already going to be together, which is especially important for global clients.

It’s also important to establish who the key decision-makers are at the outset: who owns the project and who ultimately has the ability to move the project forward. We have to get to the heart of who these people are so we make sure they are there for key moments of the process.

When a project gets stalled because the schedule isn’t followed, the impact gets diluted. There are large stakes. That’s why planning out the resource requirements and establishing accountability from the beginning is so integral to the overall project success—setting up what you need, when you need it, and from whom you’re getting it.

3. Working proactively, always anticipating

Change is hard for anyone, but anticipating the challenges of change is what’s going to make it possible. It’s all about bringing the right people into the process at the right time. There are times when we have to add in minor steps within the process because we anticipate a roadblock ahead. For example, doing a pre-presentation to an executive in order to get them on board and comfortable ahead of a bigger meeting.

It’s also helpful to draw from past experiences in order to anticipate and read the signs of what’s ahead. Every client is different, but we learn different things from each experience. We’re always thinking about the questions: “What would help this process? What would help to get this person on board? What do we need to do to move this forward? What needs to happen next?”

It’s all about being proactive and being a step ahead. That’s what helps make hard transitions smoother. That’s what makes preparing for change feasible.

4. Rigor and flexibility

For a process to create an innovative, change-making strategy it needs to be coupled with rigor and order that ensures trust and confidence.

There’s got to be a process, but you also have to be able to flex within that process. No two projects are the same. Different forks always appear in the road, and often, you have to pause or stop and reflect. Sometimes, you just need more time. Other times, you need more people or even a different direction. We see deliverables shift based on needs. The solution might change but, whatever the change, being flexible within the rigor of the process is key.

Along the journey, you always uncover new things. Listening—really listening—to the client’s needs is key. And needs are ever-evolving. Flexibility comes from learning and adapting to these evolving needs.

Ensure the success of the project and position your client to thrive. That’s the goal, and we are always striving towards better ways of helping our clients reach their goals.

Emotive Brand is a brand strategy and design agency in Oakland, California.

Branding Project: Do You Actually Want Something Bold?



Make it Bold

There is a four-letter word that gets said during every branding project. No, not that one. The word is “bold” and no one knows what it actually means.

Perhaps it’s the word’s own sense of daring and fearlessness that has allowed it to march undaunted into every creative brief and client meeting, even when it is not requested. Enterprise software companies want to be bold. Insurance adjuster services want to be bold. Startups and law firms and logistic companies want to be bold. But do they really?

What it Is and What it Isn’t

Here’s what bold is: it’s uncomfortable. It’s the tallest leaf of grass daring someone to cut it. It will garner you some attention, sure, but it will also get you in trouble. It’s a willing and gleeful rejection of sameness at all costs.

Here is what bold is not: it’s not easy to get approved. It’s not a minor tweak that fears to disrupt existing perceptions. It’s not a new color and stock photo with the same logo.

When a client says, “We want something bold,” nine times out of ten it actually means, “I’m absolutely terrified of change.” Here’s the thing. As much fun as it is to put the blame on the client – and it is very fun – they are doing exactly what they are supposed to do. Be safe, be careful, don’t damage the brand.

The magic trick of a great agency is not coming up with a bold idea – it’s finessing the right visual applications and strategic frameworks for that bold idea to survive the cutting room floor. Some of that work simply comes down to educating your client on the branding process in general – what are these assets, what do they mean, how do we activate them?

Keeping Bold Ideas Alive

But the real heavy lifting for getting bold work through the guillotine unscathed starts in the design pitch deck. How do you present ideas? How much narrative, context, and scene-setting do you provide? Do you present the work on a sliding scale of safe to bold? Is it possible to rig the system by reordering the work to trick the client into the “right” choice? (Almost never.)

As far as I can tell, the only surefire way to keep a bold idea alive is to never put the onus of imagination on someone else. If you leave something up to someone else’s imagination, you’re letting them draw the constraints of what’s possible. The client’s version of what’s possible will always be smaller – that’s why they hired you in the first place.

Our design presentation decks are incredibly extensive. Every concept is supported by a narrative, an animated schematic that shows the influences that led to the design, and an ever-growing myriad of creative apps that span print, digital, product, social media, motion, and of course, swag. Even if the assignment is for a short-term execution, our concepts still show how the brand could potentially evolve the design over the next few years.

It’s a herculean amount of work and the inherent risk is that it goes to waste. But in taking the imaginative leap for the client, you inevitably end up further than if you let them define the starting line. If you’re a brand, the goal should be to hire an agency that will elevate your thinking and respectfully challenge what you think is absolute. That kind of agile relationship can lead into some, dare I say, bold territory.

Stay Nervous

Agencies can only do so much. If you really want to disrupt something (and seemingly everyone in Silicon Valley does), then your copy and design should make you nervous. If you’re working with a great agency, that nervousness will be tempered by a process of education and foresight.

Bold doesn’t have to mean reckless. It doesn’t have to mean shock value or clickbait or artificial flavoring. Bold is simply embracing the fact that there’s immense value in meaningful differentiation. Chances are you’re already comfortable using the word. Now it’s time to truly embrace the spirit.

Emotive Brand is a brand strategy and design agency in Oakland, California.

Looking for a Better Client-Agency Relationship? Look No Further

Sara Gaviser Leslie is a brand marketer, creative consultant, and former Emotive Brand employee. After years of thriving on the agency-side of the equation, she recently took an interim position at Course Hero to experience the client-side of things. If you’re looking to improve your client-agency relationship, here are her five tips to make sure every project is a success.

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The Client-Agency Relationship

Until recently, I’ve never experienced a brand creative project from the client-side. I was always the consultant. But, recently, when I took an interim but full-time role with a client, I was asked to run a creative project. I had expected mine would be the easier assignment; someone else was doing the work, right? What I learned, though, is that the client—and their relationship with the agency team—can improve the outcome of a project but also sabotage its success. I noticed some things that helped drive the success of these projects. Whether you’re working with an agency on a brand strategy, campaign, or video series, I am hoping they’ll help you, too.

1. Sharing Is Caring

Almost every project starts with a discovery phase. This is when the client shares all the materials that explain the company’s strategy and current brand. Your agency will likely give you a list of suggested documents. Don’t hold back! It’s your agency’s job to review the material; more really is better. And don’t worry if pieces are in draft form. Just send them along.

2. Make Yourself Uncomfortable—At Least a Little

One of the reasons that you chose the agency you did was because you saw the work they’d completed for other clients. It was clever, interesting, and maybe a bit unexpected, right?

I get that it’s easier to propose something unexpected when you are on the agency-side. I’d caution against clients playing things safe, however. As the marketing/brand representative from your company, your role is to ensure that the agency’s work is on-brand. The agency’s role is to create something different and memorable. Where these two roles converge is where the best creative work happens.

3. Chase Enthusiasm

Following from the point above, when you get to the point of choosing between different campaign options, as long as neither compromises the brand, choose the one that the agency likes best. You want to work on things that excite you, right? Your agency is no different. If they gravitate to a certain concept, take that cue. They’ll be more excited to work on that idea and you’ll get a better product.

4. Educate Them on What You Have Learned

One of the reasons I love consulting is because I love learning about new industries, business models, and technologies. My clients are great teachers. In a recent project, while our agency had original and interesting ideas for new social assets, they had less experience actually implementing these assets on different channels. You may also find that your agency is less skilled in performance marketing, content strategy, sales, or other execution work. Teach them! When you, the client, explain how you will use assets and what methods are most successful, your agency will be better equipped to meet your creative and implementation needs.

5. Lean on Them for Support

A campaign or other creative project is an investment. But it’s not worth pursuing this kind of project if you can’t implement it. If you have to move individuals in-house from one high-priority project to your high-priority campaign, your company loses. Similarly, if you are shorthanded on designers, copywriters, or videographers, make your needs known to your agency. Agency teams include full-time team employees, but most also have connections to freelancers in every possible area. Getting the right implementation team—whether internal or external—ensures that the creative work wasn’t in vain.

Instead of two parties on opposite sides of a negotiation, think about projects with agencies as partnerships filled with lots of possibilities. A growth mindset pushes you forward. What can you do together? What can each side gain? Agencies and clients are better when they work together.

Emotive Brand is a brand strategy and design agency in Oakland, California.

What Makes a Perfect Concept Statement?

Over the course of a branding project, there are thousands of micro-decisions to make along the way. As much as possible, agencies try to establish a common way of seeing and evaluating work to minimize decision fatigue. In our case, we create an Emotional Impact and a Brand Idea. We start by identifying four emotions we want to evoke in our target audiences, and then craft a big idea that brings these emotions to life across business, brand, and culture.

The thing is, as much as you try to establish frameworks and lenses and litmus tests, you can only ask a client to hold so much in their head at any given time. No matter how much groundwork you lay or how many recap emails you send, when you pitch a creative concept you are always essentially starting from scratch. You are always contending with someone’s aesthetic knee-jerk reaction. A gut feeling will always supersede a creative brief.

This is where the power of a perfectly crafted concept statement really shines. When deployed well, a concept statement is a distillation of strategy, a mini-narrative, and a sneak peek of an imagined future, all at the same time.

What Is a Concept Statement?

To put it simply, a concept statement is a small look at a big plan. They are short descriptions of products, services, or designs that help people visualize a particular vision of the future. In general, a basic concept statement provides a description of the business, defines the problem, identifies the target market, implies how the product or service will address this problem, and outlines the goals and objectives.

Above all else, a concept statement is a persuasive tool in decision making. If everything preceding this meeting has been stage-building, this is the last monologue before the audience reviews the play.

Brevity & the Iceberg Theory

Before he was a novelist, Hemingway worked as a reporter for The Kansas City Star, where he quickly learned that truth often lurks below the surface of a story. This insight would lead to his trademark minimalistic style, which academics have coined as Iceberg Theory or the Theory of Omission. “I always try to write on the principle of the iceberg,” writes Hemingway. “There is seven-eighths of it underwater for every part that shows.”

When writing a concept statement, there is an urge to be as descriptive as possible, explaining every detail and nuance of the design to the client. This is a mistake for two reasons. One, you simply don’t have enough room, as a concept statement should only be one paragraph. And two, there is no mystery, no intrigue, and no magic in an exhaustive explanation. Part of our job, as an agency, is to help our client imagine. Imagine how their brand can grow, evolve, move into new territories, disrupt old spaces, speak, build, and behave in unexpected ways. That means leaving enough room for them to fill in the blank. That means speaking to the potential of what the design could be, as opposed to what is directly on the page.

Show, Don’t Tell

The implied risk, of course, is that you leave something important out. For one thing, you have to trust your reader. They are always smarter and willing to take bigger risks than you think. And two, that’s where design can help. Through the use of motion, storyboards, and applications, design can help you “show, not tell.” When a pithy concept statement is paired with powerful design, you have everything you need to make the cognitive jump into the future.

Hemingway’s biographer Carlos Baker said that Hemingway learned how to “get the most from the least, how to prune language and avoid waste in motion, how to multiply intensities, and how to tell nothing but the truth in a way that allowed for telling more than the truth.” Essentially, that’s exactly what a concept statement strives to do:

– Tell the most compelling story in the fewest number of words
– Crystalize strategy down to its purest components
– Amplify emotion
– Address the big picture, stay out of the weeds
– Project an unexpected but implementable end-state
– Merchandize every concept statement with a name and a hook
– Create a whole that’s larger than the sum of its parts

There are a million ways to “sell an idea,” but the best concept statements shouldn’t feel like flowery salesmen trickery. They should feel like a natural distillation of a larger story you and the client are writing together.

Emotive Brand is a brand strategy and design agency in Oakland, California.

A Designer’s Guide to a Successful First Presentation

Presentation Is Everything

The Emotive Brand design team had the pleasure of attending First Round San Francisco, a one-day showcase of original client presentations showing initial design explorations for logo, identity, and branding projects. Twelve different design studios presented on a variety of client projects – everything from a global healthcare non-profit to a menstrual cup company. The crowd was filled with eager designers – some from design studios, others from tech companies, and some freelancers.

We’ve gathered a few key takeaways – a checklist of sorts – to make sure all the first-design-preso bases are covered. Some may sound like common sense, but you’d be surprised at just how uncommon they are.

1. It all starts with strategy.

Research, research, research. The first step to a successful project is to do your homework. Immerse yourself in the client’s arena and competitive landscape. Set up a strategic framework that can be used as a jumping-off point for design. The stronger the strategy, the more criteria you have to evaluate and back-up creative. We lead with strategy, as we believe it provides the true foundation for smart creative work. We encourage our designers and strategists to work together closely, so designers can either take part in creating strategy or give feedback in real-time.

2. Establish expectations. Educate the client. Get on the same page.

Aligning with the client and being transparent from the beginning will start things off on the right foot, and make for a (hopefully) smoother process down the road. It’s helpful to show where you are in the process, be clear about what the client will and will not see in the presentation, explain relevant design objectives, and set up evaluation criteria. Sometimes clients need a bit of education on what the tangible design goals are, and guidance on how to evaluate them. For a second presentation, it always helps to reiterate what you heard so the client knows you’re listening. We are always looking for constant alignment with our clients. This allows us to be an extension of their team and them an extension of ours.

3. Frame the story.

One of the many hats we wear as designers is that of The Storyteller. The power of persuasion in the way a story is told is real, and a great idea has no value unless it’s communicated well. Some things to consider are pacing, naming directions, and implementing metaphors. Using real-life mockups that are relevant to the client’s business also helps to frame the context. We love taking the client on a journey through storytelling, and are always looking to perfect this skill. It’s an essential component of good branding, and enhances the client experience.

4. Show the process.

It’s always helpful for the client to see the process you took to get to an idea. Document all of the messy sketches, scribbles, and iterations, and present them in a beautifully composed snapshot. Don’t be afraid to show inspiration, or what sparked an idea. Help the client feel like they are along for the ride.

5. Environment is important.

Environment is important, and so is making the client feel comfortable. Design is a service after all, and the environment sets the tone for the rest of the process. General rules of thumb – always meet face-to-face if possible, and provide snacks and coffee! We like to create a refreshing experience for the client by immersing them in their world and ours. We look to create a warm, relaxing but very energetic environment.

6. Motion is table stakes.

Brands move, there’s no question about it. The days of static brands are over, and today’s brands are living and breathing. Motion isn’t about demanding attention or standing out from the crowd anymore, but instead about communicating a complete idea and triggering emotion in the viewer. Motion can help clients visualize what their brand will actually look and feel like. An effective motion piece helps to put the pieces together so the client can see the full picture. We look to train in motion tools and principles so that all designers can think in a 3-D space. We aim to create motion principles for the brand as early as possible that can relate back to and enhance the strategy.

7. Anticipate the Frankenstein.

When presenting more than one design direction, the design Frankenstein is a very possible likelihood. For those that aren’t familiar, this is when the client wants to take one piece from Direction A and another piece from Direction B, and combine them into One Big Super Direction. Sometimes there’s no getting around this, but it’s important to be strategic in the number of directions you show and think about how they relate to each other. Acknowledge the similarities between directions and lean into the differences. A popular choice for the number of directions seems to be three – one to like, one to love, and one to hate. We always look to make sure Frankensteins are either difficult and the client understands why, or that they can work seamlessly when implemented. We are happy with either.

8. Always have a summary slide (or multiple).

It’s important for clients to see both how their brand sits in the competitive landscape, and an overview of all the directions in one place. Summary slides are a great way to do this, as they are great resting points for the client to digest what they’ve just been taken through.

9. Facilitate an interactive conversation.

It can be helpful to take the conversation away from the screen, and open the floor for a back-and-forth between the design team and the client. Physical print-outs of the work can help encourage this dialogue. Allow the client to raise any questions or concerns, and listen to feedback carefully. Even if it doesn’t seem relevant at the time, certain comments at this stage can be vital for the next round. We lead our clients upstairs, where work is pinned up across extra-large cork boards. This provides a nice change of pace, invites conversation and a new flow of energy.

10. Collaborators are key.

As much as we like to think as designers we are Jacks of all trades, one of the most important skills is to know when to seek outside help. We love our friends and the creative community around us. We are super inspired by others and love to get people involved wherever we can. Work only gets stronger when we collaborate with creative experts like web developers, type foundries, filmmakers, illustrators, animators, etc. Design is no easy task, and it takes a village.

So, what’s the big takeaway? Success is not about re-inventing the wheel, but about consistently hitting all of these basics. Of course, the work has to be stellar, but the method and framework are just as vital.

Emotive Brand is a brand strategy and design agency in Oakland, California.

Image and GIF credit

What Does the Agency of the Future Look Like?

Last week, Emotive Brand celebrated its ten-year anniversary. Naturally, the milestone has led all of us here to reflect on the last decade and ask what it will take to continue to be successful moving forward. Today, Founding Partner and Chief Strategy Officer Tracy Lloyd and Creative Director Thomas Hutchings tackle that very question. What does the agency of the future look like? How does it behave? And how do we continue to push the envelope of what’s possible?

How have you seen the agency space shift over time?

Thomas Hutchings: Gone are the days of real arrogance, where an agency could rest prim and proper on its name alone. In the beginning, when there was far less competition, you could get away with being very demanding and say to clients, ‘It’s our way or the highway.’ Now, the space is so diverse and versatile, agencies try to provide the best experience possible. It’s a much more malleable and friendly relationship where you really immerse yourself in the client world. Keeping those worlds separate is an old way of thinking. In a sense, it’s kind of reversed: the agency is now the client and the client is now the agency. In addition, there’s been an increase in robust in-house teams that are strong, educated, talented, and bring something to the table. Perhaps some would see that as intimidating, but I think it’s great. We seek to inspire one another and be an extension of your team.

Tracy Lloyd: It’s a much more agile relationship that agencies are having with clients. There has been a shift from agencies dictating how long a project will take to the client driving the time frame. And at the same time, the problems agencies are being asked to solve are getting more complex. No longer are agencies able to lean on old methodologies. Solving the business problems of high-growth companies today requires having the right frameworks that can be adapted in real-time to keep pace. It’s about leaving your ego at the door and acknowledging that our clients are sophisticated, educated, and have a lot of the same skills agencies have. You must be prepared to be collaborators – not dictators.

What’s the value of bringing in an outside agency?

TH: While brands and their in-house teams have definitely become more robust, agencies will always bring a lot of muscle to the game for one key reason. Brands are cursed with having to focus on themselves 100% of the time. We have the privilege of working on so many different projects across a myriad of verticals. We have a 360-degree view of the landscape and can leverage solutions from other fields or spaces. That’s a very unique power.

TL: We are asked to solve some tough business, product, and brand problems for our clients. As an agency, we bring a very senior team that not only dedicates time to fix those problems but solve them in unique ways. You need that outside perspective, that diversity of thinking, and that unique pool of talent that agencies bring in order to see the problem for what it is. It’s the fastest way to ascertain the strategic shifts you need to make to get back on the right track.

What have you been most surprised by?

TH: It’s been fascinating to see the small to medium-sized agencies become the new champions of this era. They are the ones getting the big clients, and the giant branding firms are wondering where they sit in this space. It’s almost akin to what’s happening in the retail space, with big box stores versus small independently-owned businesses focusing on experience. Clients are looking for the weird and the wonderful – not just the cold, stark efficiency of a massive branding firm. The agencies that create brands that actually mean something, rather than just exist and churn, will be the ones that survive in the long run.

TL: We work with mostly B2B brands. I think there are some B2B companies that are raising the stakes. The branding out there is getting more interesting, more experimental, and less corporate. That’s really nice to see. With the bloom of smaller digital agencies, there is a lot more competition out there – but I think it’s incredibly inspiring. I feel energized and inspired by our peers and am happy to be pushing the envelope of what’s possible alongside them. I think this year will be revolutionary for what we will see from B2B brands and the agencies that serve them.

What does the agency of the future look like?

TL: Agile. Smart. Nimble. Focused. I think the agency of the future, especially those agencies that work with B2B brands, will be two-fold. First, they will be the ones who can bring the same level of strategic problem solving and creativity of B2C agencies. And second, they will be known for developing those big ideas that create new categories, new markets, new revenue models, and build brands that people want to buy, work for, and talk about. That’s the agency of the future we are trying to build.

TH: The best agencies are the ones that keep their minds open and are willing to take a brand into any avenue. The more you pigeonhole, the more stagnant your agency will be. That’s easier said than done. Much of that comes down to surrounding yourself with people who have a natural hunger for curiosity. Those who ask, ‘What if it went there? Why can’t we do this?’ You need to embrace a challenger mindset to upset preconceived notions and conventions if you want to make something that really resonates.

If you could start over and build from this agency from scratch, is there anything you’d do differently?

TL: This is a hard one to answer. In many ways, we are doing the same things we’ve always done, just on a bigger scale. Our clients are the C-suite. The companies are bigger, global, and recognizable by name. The stakes are higher, and our team is more senior. But in principle, we are operating the same way. The tenets of Emotive Brand have always been about finding the perfect blend of emotional and rational strategies to help change how people feel about the brand and to ensure they are activated in the ways business need.

We’ve worked hard to make the experience clients have with our agency different in every way. We’ve used our own methodology to deliver on that, and every employee from day one knows how to deliver on that. I’m glad we were clear from the start, and I’m proud to know it still drives our behavior as an agency today. We continue to lean into a sales-led approach to solving positioning and go-to-market strategies for our technology clients because that’s just how my brain works. And it’s working. Our references are not just CMOs and CEOs – CROs love us, too. As an agency, it’s helped us become recognized as a go-to B2B branding agency. And that means something to me. Because delivering growth is how our clients measure our success, and theirs.

Emotive Brand is a brand strategy and design agency in Oakland, California.

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How Client-Side Experience Informs Agency-Side Strategy: Interview with Emotive Brand Creative Director

Interview with Skott Bennett, Creative Director

As Creative Director of Emotive Brand, Skott puts his client-side experience to work. An expert at creating meaningful solutions that meet the unique needs of both our customers and clients, Skott offers thoughts on how his years inside companies much like many of our clients inform his work agency-side today.

What drew you to agency work?

I always tried to bring an agency approach to my client-side experiences. And where I found this approach really worked was with brand-related projects. Identifying and defining the true purpose behind an organization, and then developing and implementing those solutions across the organization – that’s where I was most fulfilled. And I’m thrilled that it’s now my focus – helping brands better articulate what makes them special and unique.

How do you think working on in-house creative teams prepared you for your current role?

Working on the inside of technology brands – like many of Emotive Brand’s clients – made me fully aware of the challenges these kind of organizations face. These companies are founded and fueled by smart, determined people who come from high-performance engineering cultures. They have incredible vision, but oftentimes something breaks down when they try to present that vision to the outside world.

Articulating a brand’s purpose isn’t easy. You spend years building complex technology that solves tough problems and then you take it to market by making it simple? I have nothing but empathy for founders or leaders who get stuck on that. It’s a contradiction, but ultimately “look how hard this was to do!” isn’t the story that’s going to delight a customer or grow a business.

That’s why there’s so much value in ensuring that key stakeholders – those people who labored over their solutions and products – play a part in the creative/idea process. Even at the early stages, it’s critical. It has to be a team effort.

Having experienced the frustrations inside many companies today first-hand, what do you think some agencies are missing about what their clients really need?

The best agencies don’t just help you come up with a brand strategy or throw a visual identity at you. They actually educate you and help you sell that strategy inside the brand – from top to bottom. Most agencies will get hyper-focused and worried about selling to the person who’s always at the table. But there’s a lot more people who need to get on board for the roll-out to be successful. The agencies who stand out to me are the ones that have helped craft the plan and sell the plan throughout the entire organization.

Working client-side, you also realize how hard internal change really is. You can’t throw people into a new planet without a spacesuit. You have to bring them on the journey. And that’s where the value of having an outside perspective really kicks in.

Can you speak more to the value of bringing an outside perspective in?

What happens a lot inside a company is that people figure out how to get things done inside the building. “I know how to get Sales to agree to X. I know how to get Product to sign off on Y.” Just focused on the inside, it’s easy to lose sight of the most important people: your customers. The audience isn’t just your department head or your CEO, but it’s easy to get stuck in an echo chamber where those people become the only people who matter. And outside perspectives – the really good ones that are based on sound strategy – can smash these type of echo chambers.

Does your in-house experience allow you to build more trust with clients?

The best thing about in-house creative teams – something that even the best agencies can forget – is that no one is going to know the brand as well as them. That’s why you have to make them part of the process. When an in-house team feels like they’re being dictated to and not partnered with, trust is impossible. And no one’s happy.

Respect is key. In-house creative teams must be brought to the table. Maybe they’ve already tried to solve the problem the agency is trying to solve. Maybe no one thought to ask them and they’re sitting on a great idea. Ignoring them is a big mistake. Their talent, insights, and knowledge are integral to getting to the best solution possible.

We talk a lot these days about agile strategy. What’s the importance of agility for clients today?

Tech companies move fast. We all know that. And in-house creative teams move even faster. It’s a go, go, go mentality. Creative brief? Please. Like that ever happens. You have to go straight from idea to execution in most cases. Working on the agency side, you get the chance to take a deeper dive and really explore solutions and methods. But you also have to be agile. Companies are trusting your ability to both deep dive and also to stay quick-footed, flex, and move in pace with their business. As a result, I make it my operating principal to combine the deeper dive into strategy and research with the insane speed of a high-performing in-house team. That’s what clients today need.

Emotive Brand is a San Francisco strategy and design agency.