How to Design the Perfect Client Experience with Joey Tackett — Ep.142
About this Episode
In this episode of the Agency Profit Podcast, Marcel and Joey explore how clear communication and exceptional client experience can transform agency success. Joey, with over 20 years of agency expertise, shares proven strategies to help owners captivate clients and elevate interactions. They stress the significance of architecting memorable client journeys that foster trust, uncover new opportunities, and deliver high-impact insights during meetings. Setting strong expectations from the outset and continuously reinforcing the project’s vision are crucial for building lasting relationships. Plus, Joey offers tactical advice on conducting powerful check-ins that sustain project momentum and keep clients engaged.
Hop into the episode below.
Watch this Episode
Points of Interest
- 00:00 – 05:32 – Opening Discussion: Marcel and Joey highlight the critical role of clear communication and the art of building client relationships in agency settings.
- 05:34 – 08:36 – Joey’s Insights: Sharing his journey as an agency owner and creative director, Joey delves into why effective communication is foundational to strong client relationships.
- 08:38 – 12:30 – Trust Building: Marcel and Joey explore the importance of understanding client needs and establishing trust at the start of any client engagement.
- 12:33 – 16:34 – Vision and Communication: Early client meetings focus on clear communication and vision setting to foster trust and understand clients’ needs, as emphasized by Joey.
- 16:36 – 20:34 – Managing Scope Creep: The duo addresses the challenges of scope creep, stressing the need for transparent communication and managing client expectations to prevent project pitfalls.
- 20:37 – 25:22 – Strategic Communication: Joey provides tips and strategies for handling scope creep and managing expectations through effective communication and strategic discussions.
- 25:24 – 30:41 – Extracting Value: Discussion on the importance of deriving high-value context from client meetings to fully grasp their pain points and project objectives.
- 30:44 – 36:32 – Ongoing Engagement: The significance of continuous check-ins and communication to maintain trust and enhance the client experience throughout the project.
- 36:34 – 42:14 – Emotional Engagement: Marcel and Joey talk about managing the emotional journey of client engagements, emphasizing the need to sustain excitement and vision.
- 42:16 – 47:58 – Further Learning: Joey shares additional resources and underscores the importance of genuine human interaction in nurturing client relationships.
Show Notes
- Download the Think Like Your Client POV Guide here: https://www.joeytackett.com/podcastresources
- Website: https://Joeytackett.com
- LinkedIn: https://www.linkedin.com/in/joeytackett (Feel free to DM!)
- Instagram: https://www.instagram.com/creativejoey (Feel free to DM!)
- Twitter: https://twitter.com/joeytackett
- YouTube Channel: https://www.youtube.com/@HeyJoeyTackett/videos
Love the Podcast?
Leave us a review here.

Written by
Parakeeto
Free Resource
Free tools, templates, and training videos to measure the right metrics and improve your profitability.
Free Consultation
Schedule a free consultation with a profitability expert to find out how much money you're leaving on the table.
Free Consultation
About This Episode In this episode of the Agency Profit Podcast, Marcel sits down with Casey Brown—bestselling author of Fearless Pricing and founder of Boost Pricing—to tackle the real hurdle agencies face after deciding to charge more: actually winning and defending higher prices with confidence. Casey explains why pricing lives at the intersection of data […]

About this Episode In this episode of the Agency Profit Podcast, Marcel is joined by Mike Grinberg, founder of Proofpoint Marketing, to dig into one of the most misunderstood levers of agency success: positioning. Drawing on his experience helping boutique firms stand out against industry giants, Mike introduces a risk-based lens for positioning and shows […]

About this Episode In this episode of the Agency Profit Podcast, Marcel is joined once again by Kristen Kelly for a grounded, no-nonsense exploration of one of the most debated topics in the agency world: productized services versus custom work. Drawing from their work helping agencies price, scope, and operationalize delivery, Marcel and Kristen break […]

About this Episode In this episode of the Agency Profit Podcast, Marcel is joined by long-time agency legal expert and Innovative Agency host Sharon Toerek to unpack one of the most urgent but confusing topics facing firms right now: the legal and business implications of AI. Drawing on decades of experience representing creative and digital […]

About this Episode In this episode of the Agency Profit Podcast, Marcel is joined by longtime agency owner and Sales Loop founder Mark Drager to unpack the Core Selling Identity Framework, a tool designed to help agencies align their go-to-market strategy with the way they’re naturally wired to sell. Drawing on nearly two decades of […]

About this Episode In this episode of the Agency Profit Podcast, Marcel is joined by Parakeeto’s own Kristen Kelly to unpack a client case study that will feel very familiar to any agency running on a small core team plus a big bench of contractors. Together, they walk through a video-heavy, just-under-$2M agency that looked […]

Jason Swenk of Agency Mastery explores one of the biggest challenges agency owners face: evolving from being the operator in the business to becoming a true owner.

About this Episode In this episode of the Agency Profit Podcast, Marcel is joined by M&A expert and Tower Partners principal Todd Taskey to unpack how agency owners can use mergers and acquisitions as a strategic evolution of their business rather than a final exit. Drawing on two decades of deals in the digital marketing […]

Kristen is joined by fellow Managing Director Carson to unpack one of the most misunderstood line items on an agency's books: pass-through costs.


