This guide helps you understand how O8 works with you, what we need from you to deliver our best work, and how to set up engagements for success.

Why This Matters

The strongest client-agency partnerships are built on clarity, not speed. When both sides understand responsibilities, timelines, and success criteria upfront, projects move faster and deliver better results.

This section covers the key factors that make engagements successful—and what can derail them.

Topics

Understanding Marketing Performance

When Marketing Works But Results Don't Show Yet

Understanding Campaign Metrics vs. Business Outcomes

Setting Up for Success

Why We Need Documented Processes

The Importance of Executive Alignment

Why Discovery Can't Be Skipped

Roles and Responsibilities

How We Work Together: Roles and Collaboration

How to Evaluate Marketing Tools for Success

How to Give Feedback That Drives Results

How to Send Materials for Review: Input Deadlines & Quality Protection