CLIENT HEALTH AND GROWTH FOR AGENCIES

The clarity to grow.
The discipline to keep.

Willis Advisory helps agency leaders spot client risk earlier, turn account opportunities into action and give their teams clearer commercial ownership.

BOOK A CONVERSATION TAKE THE HEALTH CHECK
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“Dan brought real discipline and rigour to how we approached existing clients, turning what can often be a reactive function into a proactive commercial capability."

CRO, Salocin Group J Cromack

Where is client growth getting stuck?

The warning signs are not always dramatic,  they can often look like business as usual.

THE CLIENT SEEMS HAPPY. THE PICTURE IS INCOMPLETE.

Delivery is going well, but you are less certain about stakeholder confidence, future budgets or the reasons they would stay.

THE OPPORTUNITY IS THERE. THE NEXT MOVE IS NOT.

Everyone can see potential in the account, but, nobody is quite clear on the conversation, the owner or what happens next.

 

TOO MUCH STILL COMES BACK TO YOU.

The team manages the work., but you still carry the client context, the difficult conversations and the responsibility for growth.

 

Get a clearer view of your agency’s client growth health

Assess how your agency understands, owns and grows its existing client relationships.

The Health Check helps you identify where your approach is strong and where it needs closer attention.

  • Review six areas of existing-client growth.

  • Identify the pressure area that deserves attention first.

  • Use the findings to decide what to look at next.

A starting point for better decisions. Your answers provide the picture; a deeper review adds the context.

TAKE THE HEALTH CHECK
Willis Advisory Health Check Account Leadership Example
WAYS TO WORK TOGETHER

Start with the support your agency needs

A focused piece of work can clarify the problem. Targeted support can change how the team handles it. Ongoing advisory helps you keep the discipline in place. This is how we work at Willis Advisory.

Most popular

Route One

Client Growth Visibility Sprint

Examine how client health, growth opportunities and ownership are understood across the agency. Agree the priorities and the first practical steps.

 

  • Best for: When you need to know where to focus.
  • What you leave with: A clear view of the gaps and a prioritised action plan.
DISCUSS A VISIBILITY SPRINT

Route Two

Focused Client Growth Support

Improve a specific part of your approach, from account planning and client reviews to commercial conversations and ownership.

 

  • Best for: When you know what needs to work better.
  • What you leave with: A practical way of working, tested with the people who will use it.
DISCUSS FOCUSED SUPPORT

Route Three

Embedded Growth Advisory

Work with Dan to review priorities, challenge account decisions and help the team follow through as client needs change.

 

  • Best for: When you need ongoing senior support.
  • What you gain: Regular senior input and clearer accountability around existing-client growth.
EXPLORE EMBEDDED ADVISORY
Results

Not ready for a conversation yet? Start with the Health Check.

The Existing Client Growth Health Check gives agency leaders a quick diagnostic view of where their current client growth system may be strong, unclear or exposed.

It looks at client health visibility, growth opportunity confidence, review cadence, commercial ownership, account planning behaviour and founder or senior dependency.

It is not a full audit. It is a useful starting point.

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TESTIMONIALS

What agency leaders say

“What set Dan apart for me was his agility to respond to changing conditions, and his focus on ensuring successful outcomes. His calm demeanour, consultative approach and outstanding communication skills always provided reassurance and confidence within the team.”

HOD, REMARKABLE GROUP Simon Surridge

“Dan was instrumental in driving growth and success for our clients. His exceptional communication skills, strategic thinking and dedication to client success made him an invaluable asset to our team.”

CEO, COLD BANANA Luke Fribbens

“Dan came in to clarify how our client services and revenue functions could collaborate better (and he did this extremely quickly). He delivered a clear diagnosis of what to do, priorites in order and concrete steps we could take at once. Dan will help you identify what matters sooner and provide a tangible way to defend and create revenue.”

FOUNDER, SPIKA TECH Ghada Fourane

Built from inside agency life

Willis Advisory is led by Dan Willis, a commercial and client growth leader with more than 15 years’ experience across digital agencies, client services, commercial leadership, customer experience and existing client growth.

He has worked inside agency environments where delivery pressure, client relationships, revenue confidence and senior stakeholder management all meet.

That matters, because this work cannot be theoretical. Agencies do not need another abstract framework that sounds clever and dies in a slide deck. They need practical commercial support that fits the way client relationships actually work.

Dan Willis Headshot

Where would a clearer view help most?

Start with the Health Check, or tell me what is happening in your agency.

You do not need a polished brief to have a useful conversation.

BOOK A CONVERSATION TAKE THE HEALTH CHECK