Settle these four things first
Four decisions belong to you and nobody can take them on your behalf. Settling them before you brief anyone makes the first conversation shorter and the scope honest.
- Pick the service line or product you want to grow this year, and park the others for two quarters.
- Agree who answers a buyer within one working day, and what happens when they are away.
- Write the two questions your board will ask about this spend, and the answer you have today.
- Set the single number you will report to your board each quarter, and where it comes from.
Written down, those four fit on half a page. They also set the scope of the first conversation with any agency.