Why great client service isn't about saying yes!
Nikki Neale • July 9, 2025


Most writing about client service follows the same well-trodden path: say yes more. Smile more. Show up and serve. Think Nordstrom, Ritz-Carlton, or any other brand that made its name on “the customer is always right.” And while that works beautifully in retail or hospitality, in a strategic consultancy or marketing agency, it’s completely the wrong model.


The best client service doesn’t come from being agreeable. It comes from being useful, honest, commercially aware, sometimes awkward and a little bit brave. SME News just named us Most Innovative Brand Growth Consultancy and gave us an Excellence in Client Impact & Service award, and it’s not because we do whatever we’re asked. It’s because we always try to give the best advice, even when it’s uncomfortable.


In honour of our win and for anyone working in or looking for a crack client services team, here’s what we think great client service is really about.

 

Clarity, Not Pleasing

Clients don’t need us to agree with them. They need us to make things clear.


Clarity is one of the most underrated skills in client service. It means being able to say: here’s what’s in scope, here’s what’s not, here’s what will move the dial, here’s what’s just noise.


But to do that well, you need real marketing knowledge and that’s something not every client services person starts with. If you didn’t come from a marketing background or have formal training, it’s on you to learn. Read. Ask questions. Understand the why behind the work. Because without that strategic depth, you risk becoming a project manager, just delivering what the client asked for, rather than what they really need.


And right now, that’s a dangerous place to sit. If you’re only executing instructions, AI can do that faster and cheaper. Your value comes from seeing what’s not being said. Reading between the lines. Knowing the market context. Spotting the bigger picture. That’s what clients will pay for and what will set you apart.


A brilliant client service lead sets the pace, defines the shape of the work, and keeps everyone pointed in the same direction especially when things get busy or messy!

 

Challenge with Care

Good client service means being able to say, “That’s not right.” Internally and externally.


Because if we don’t challenge the work, the strategy, or the thinking – who will?


Inside the team, that challenge needs to come from a solid place. Not just “the client won’t like blue,” but grounded commercial thinking. If there’s no strong reason to push back, then creative and strategy teams deserve the freedom to be bold and radical. Externally, it’s about equipping the client to be brave, with proof points, with clarity, with the kind of rationale they can use to fight for great work inside their organisation.


This is where Radical Candour comes in: care personally, challenge directly. You challenge because you’re invested, because you care enough to stop something going out into the world that isn’t good enough. Junior team members often worry that challenging might upset someone, but real client partnership is about honesty, not harmony.


Creative work is a classic example. A client likes two ideas, asks to blend them, and the result is a compromise that feels inoffensive – and completely forgettable. It’s our job to ask the uncomfortable question: “Does this make anyone feel anything?” If it doesn’t, then it’s not doing its job. The role of client service isn’t to protect the relationship at all costs, it’s to protect the impact of the work.


When we avoid challenge, we don’t just risk bland output, we also waste time, money, and momentum. Clear, brave, respectful challenge is part of what builds trust. And without it, the work – and the relationship – suffers.

 

Commercial Awareness

We’re here to create impact – not just output.


For years, agencies have run on time and materials – a model that’s increasingly hard to defend. Not just because it’s clunky or hard to forecast, but because it’s reductive. If someone with 27 years of experience can crack something in a few hours, is that worth less than someone who takes three days? Of course not. But time-based pricing suggests it is. And that’s dangerous – because it erodes the value of experience, judgement, and the very thing clients come to us for.


Add to that the fact that most people genuinely don’t know how long things take – a known issue in behavioural science, where planning fallacy and optimism bias skew how we scope, quote, and plan work. And now we’re in a world where systems can do things faster, briefs are changing mid-flight, and the “just get it done” mindset puts pressure on people, not quality. If we don’t reframe how we talk about value, we’ll end up getting cheaper – not better.


Commercially aware client service isn’t about becoming salespeople. It’s about getting braver at talking about value. Because yes, clients might say something’s “expensive” – but ask whether it’s worth it, and you’ll often get a different answer. When you can explain why something matters, where it moves the needle, and how it creates return – that’s when trust deepens, budgets unlock, and relationships shift from transactional to strategic.


And in marketing especially, this matters more than ever. Because everyone thinks they’ve got a good eye or can use a Canva template, but brand, positioning, strategy and creative direction are serious commercial tools. And when we don’t treat them that way, we end up underpriced, undervalued, and under pressure.

 

SME News - UK Enterprise Awards


Equipt has been named Most Innovative Brand Growth Consultancy and recognised for Excellence in Client Impact & Service. Not for being agreeable – but for being useful, honest, commercially sharp and creatively brave.


Great client service isn’t about saying yes to everything. It’s about clear thinking, straight talking and helping clients do their best work.


Read the full article below.

READ THE ARTICLE
award winning


Proactive Thinking

One of the best ways to be more proactive is to stop reinventing the wheel.


Productisation isn’t about becoming rigid. It’s about knowing your offer well enough that you can lead with clarity and confidence. It means knowing the three or four things you sell that always work and showing clients how they create value. This gives social proof, helps with faster decision-making, and crucially, lets you spot opportunities without waiting for a brief.


The agencies that always start from scratch for every project miss this trick and burn out trying to be endlessly bespoke. It’s riskier, more chaotic, and often less valuable.


Proactive thinking is also about curiosity. Reading widely, tracking trends, understanding the market. Not waiting for the brief, but sensing where the client’s pressures are and helping them get ahead of it. The best client service teams aren’t psychic, they’re just really good at pattern recognition.


Trusted, Not Transactional

The strongest client relationships are never just about the work.


When you become part of a client’s inner circle, everything gets easier. You get earlier warning when something’s changing. You get more freedom to think, challenge, and suggest. And you get the chance to build something properly, rather than endlessly servicing the next deadline.


That trust is built through consistency, empathy, and honest conversations. And yes – through good old-fashioned relationship building. Ask questions. Learn what matters to them. Understand their drivers and pressures.


It’s a bit like dating. No one wants a marriage proposal on the first date – it’d be really weird. But equally, if you move straight to the “what’s for dinner?” every night phase, the spark dies. Great client service keeps the curiosity alive. You keep learning, keep noticing, keep adjusting to what the other person needs.


And when that’s in place? It’s easier to tell the truth. It’s easier to manage expectations when things go wrong. It’s easier to be honest without fear – because the relationship can take it.


Award winning client services

So yes, we’re proud to win an award for client service – but we’re even prouder that we have a view on what that really means.

Running an agency/business that needs stronger client service?

We support agencies through tailored mentoring, training and team development - helping you build the kind of client services function that delivers real impact. With decades of hands-on experience and a growth-focused, constructive approach, we work behind the scenes to strengthen your team, your relationships, and your results.


If you’d like to have a confidential conversation about how to grow, get in touch.



EMAIL EQUIPT
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