New Course
1 Hour (On-Demand)
CPE Not Available
Instructor for this course

In this course, we cover tips to improve your agility through working with agencies. We look at strategies to employ before you’ve even hired an agency such as: properly defining your needs, addressing working styles, and the importance of location and industry expertise when hiring an agency.

We also share ways to kick off a strong relationship with your agency, including tips for building rapport, setting clear goals and expectations, and planning the budget. The course ends with ideas on optimizing your ongoing relationships for efficiency and agility. This class helps with improving ideation, creating better strategies for communication, and ways to keep teams on target. 

Learning Objectives

  • Explore how to set yourself up for success before ever reaching out to an agency: defining needs, working styles, and expertise needed
  • Discover how to build rapport, set goals and expectations, and plan your project budget
  • Recognize how to keep projects moving forward through effective communication and planning
Last updated/reviewed: June 4, 2021


Course Complexity: Intermediate

No Advanced Preparation or Prerequisites are needed for this course. 

Education Provider Information

Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
For more information regarding this course, including complaint and cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to .
Course Syllabus
  2:57Introduction on How to Work Better & Be More Effective with Your Agencies
  4:52Define What You Need
  5:55Know Your Working Style and Seek Compatibility
  5:59Get the Right People on Both Sides
  5:52The Importance of Location
  5:30Set Clear Goals and Expectations
  8:27Plan the Budget
  6:47Plan for Big Opportunity Events and Conclusion
  51:51How to work better & be more effective with your agencies
  PDFSlides: How to work better & be more effective with your agencies
  quizReview Questions
 examFinal Exam