New Business

We’re proud to support our member agencies in all areas of business development, including prospect assessment, prospecting, virtual pitching, relationship management, agency search consultant interaction and more.

In This Section

Prospect Assessment Learn More Prospect Assessment
Prospecting Learn More Prospecting
Virtual Pitching Learn More Virtual Pitching
Relationship Management Learn More Relationship Management
Agency Search Consultants learn more Agency Search Consultants
Procurement & Finance-Related Learn more Procurement & Finance-Related
SME Advice & Counsel Learn more SME Advice & Counsel
4A’s Resources & Guidance Papers Learn More 4A’s Resources & Guidance Papers

New Business – All Materials

AAR Partners: A Flawed Pitch Process – What the ID Comms Study Doesn’t State

Originally published in AAR Partners, December 3, 2018 By Lisa Colantuono,  AAR Partners According to the latest study by ID Comms in partnership with the 4A’s released last week, U.S. advertisers are failing to get the most value from media pitches because of flawed processes and lack of communication. The study reminds me of a blog post […]

R3 New Biz League Global and US – November 2018 |

The excel document, available only to 4A’s Members, includes detail related to identified wins, including the incumbent agency and the new successful agency. Published: January 2019

Webinar: Marketing Sourcing |

This presentation was delivered to the 4A’s Western Region Finance & New Business Committees on December 5, 2018 by Mithun Sharma, Vice President, Global Strategic Sourcing, Visa.

Project-by-Project Do’s & Don’ts | Agency Best Practice Guidance |

The industry is seeing more clients evolving Project-by-Project (PxP) arrangements with agencies. PxP relationships between clients and agencies create both opportunities and challenges for both marketers and marketing services firms. Members of the 4A’s community have been endeavoring to figure out best practices for dealing with the shift by some clients from annual retainer relationships with their agencies to PxP relationships.

R3 New Biz League Global and US – October 2018 |

The excel document, available only to 4A’s Members, includes detail related to identified wins, including the incumbent agency and the new successful agency. Published: November 2018

Webinar: Turbocharging Your Win Rate |

This presentation was delivered to the 4A’s Central Region New Business Committee on November 14, 2018 by Bill Burnes, longtime former SVP, Director of North America Growth and Development at Momentum Worldwide, and now President of Winsider Consulting.

ID Comms in Partnership with the 4A’s Releases Study on Media Pitch Practices; Reveals Shortcomings of Current Pitch Process

New research shows that US advertisers may be failing to get the most value from media pitches as a result of flawed processes and lack of communication. Better processes will ensure advertisers are more effectively partnering with agencies.   November 28, 2018: A new study, released by ID Comms in partnership with the 4A’s, reveals […]

R3 New Biz League Global and US – September 2018 |

The excel document, available only to 4A’s Members, includes detail related to identified wins, including the incumbent agency and the new successful agency. Published: November 2018

Webinar: 4A’s | ID Comms Media Pitch Research Presentation |

This presentation was delivered to the 4A’s National New Business Committee on November 8, 2018 by Tom Denford, Co-Founder, ID Comms.  

Webinar: Unpacking Marketing Procurement |

This presentation was delivered to the 4A’s Southern Region New Business Committee on October 23, 2018 by Steven Morse, Sr. Procurement Analyst | Marketing Procurement, Toyota North America.  

R3 New Biz League Global and US – August 2018 |

The excel document, available only to 4A’s Members, includes detail related to identified wins, including the incumbent agency and the new successful agency. Published: September 2018

R3 New Biz League Global and US – July 2018 |

The excel document, available only to 4A’s Members, includes detail related to identified wins, including the incumbent agency and the new successful agency. Published: August 2018

4A’s Management Practitioners Forum Sessions: Ad Age 2018 Small Agency Conference |

The following presentations took place at the Ad Age 2018 Small Agency Conference, July 17th and 18th, in Marina Del Rey, Calif.  

R3 New Biz League Global and US – June 2018 |

The excel document, available only to 4A’s Members, includes detail related to identified wins, including the incumbent agency and the new successful agency. Published: July 2018

R3 New Biz League Global and US – May 2018 |

The excel document, available only to 4A’s Members, includes detail related to identified wins, including the incumbent agency and the new successful agency. Published: June 2018

Webinar: A View of New Business From the Other Side of the Table |

This presentation was delivered to the 4A’s Southern Region New Business Committee on June 6, 2018 by The Bedford Group.  

R3 New Biz League Global and US – April 2018 |

The excel document, available only to 4A’s Members, includes detail related to identified wins, including the incumbent agency and the new successful agency. Published: May 2018

Webinar: A Perspective on Client Attitudes, the Current Search Environment, and Things Agencies do that Drive Me Crazy |

This presentation was delivered to the 4A’s Western Region New Business Committee on May 15, 2018 by Russel Wohlwerth, Owner of External View Consulting Group.  

Webinar: How To Buy A Gorilla: Taking greater control in the battle for new business |

This presentation was delivered to the 4A’s National New Business Committee on May 3, 2018 by David Meikle, Founder of The How to Buy a Gorilla Company.  

R3 New Biz League Global and US – March 2018 |

The excel document, available only to 4A’s Members, includes detail related to identified wines, including the incumbent agency and the new successful agency. Published: April 2018

Webinar: What Clients Want from Their Agencies and What Wins New Business |

Phil Asche and Hayes Roth of Relationship Audits & Management provide insights and guidance gained from thousands of client and agency interviews and surveys on: What clients want from their agencies and What wins new business. This session was recorded during the National New Business Committee Meeting on February 22, 2018.

Best Practice Guidance: Agency Search Agreements (AKA New Business NDA’s)

The purpose of this position paper is to provide agencies with best practice guidance relating to obtaining formal agreements between an agency and a prospective client during the marketer’s search for agency resources or a marketer’s request for proposal.

Best Practice Guidance: Ownership of Agency Ideas, Plans and Work Developed During the New Business Process

This 4A’s position paper provides agencies with guidance on best practices relating to the ownership of agency developed ideas, plans and work created in the course of a marketer search for agency resources or a marketer request for proposal.

Agency Search Consultants Provide “One Piece of Advice” for Agencies (2018)

The 4A’s asked industry-leading agency search consultants to provide “One Piece of Advice” that we could share with 4A’s members as they begin thinking about their 2018 new business plans.