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

R3 New Business League Global and US – March, 2021

Updated monthly, R3’s New Business League reports highlight the Creative and Media Agency new business activity on an ongoing basis. The PDFs are available for all users to view, while the Excel Summary document, available only to 4A’s Members, includes detail related to identified wins, including the incumbent agency and the new successful agency. New […]

R3 New Business League Global and US – February, 2021

Updated monthly, R3’s New Business League reports highlight the Creative and Media Agency new business activity on an ongoing basis. The PDFs are available for all users to view, while the Excel Summary document, available only to 4A’s Members, includes detail related to identified wins, including the incumbent agency and the new successful agency. New […]

Agency Search Consultants List

The 4A’s is pleased to provide its list of Agency Search Consultants. This list is updated on a regular basis.

The First Step to Long Term Pharmaceutical Client Retention

4A's Member

OpenHuddle provides relationship management best practices for healthcare agencies.

R3 New Business League Global and US – January, 2021

Updated monthly, R3’s New Business League reports highlight the Creative and Media Agency new business activity on an ongoing basis. The PDFs are available for all users to view, while the Excel Summary document, available only to 4A’s Members, includes detail related to identified wins, including the incumbent agency and the new successful agency. New […]

Turning a Neglected Assignment Brief into a Stellar Pitch Presentation

4A's Member

4A’s member OpenHuddle provides tips for producing creative briefs that win new business.

R3 New Business League Global and US – December, 2020

Updated monthly, R3’s New Business League reports highlight the Creative and Media Agency new business activity on an ongoing basis. The PDFs are available for all users to view, while the Excel Summary document, available only to 4A’s Members, includes detail related to identified wins, including the incumbent agency and the new successful agency. New […]

R3 New Business League Global and US – November, 2020

Updated monthly, R3’s New Business League reports highlight the Creative and Media Agency new business activity on an ongoing basis. The PDFs are available for all users to view, while the Excel Summary document, available only to 4A’s Members, includes detail related to identified wins, including the incumbent agency and the new successful agency. New […]

Effective Business Development: We Asked Your Prospects the Question for You

4A's Member

4A’s member OpenHuddle recommends tactics ad agencies, especially those specializing in healthcare, can use to meet interested new business opportunities.

R3 New Business League Global and US – October, 2020

Updated monthly, R3’s New Business League reports highlight the Creative and Media Agency new business activity on an ongoing basis. The PDFs are available for all users to view, while the Excel Summary document, available only to 4A’s Members, includes detail related to identified wins, including the incumbent agency and the new successful agency. New […]

R3 New Business League Global and US – September, 2020

Updated monthly, R3’s New Business League reports highlight the Creative and Media Agency new business activity on an ongoing basis. The PDFs are available for all users to view, while the Excel Summary document, available only to 4A’s Members, includes detail related to identified wins, including the incumbent agency and the new successful agency. New […]

“Prospecting Is Not Optional” 4A’s National New Business Committee Meeting (10-29-20) |

“Prospecting Is Not Optional” with Zach Rosenberg of Zach Rosenberg Consulting, was recorded on October 29, 2020, during the 4A’s National New Business Committee meeting. View the webinar and deck here. View the webinar deck here.  

Project Management Series: Breakout Session #1 – Annual Scope of Work

This session, held on October 21, 2020, picks up from the October 6th discussion “The Annual Scope of Work Process” and responds to topics that were determined and prioritized through a poll of 4A’s Project Management and Finance Community Members. This breakout session was moderated by Jeff Thaler, a consultant to a number of organizations […]

4A’s Project Management Operations: Annual Scope of Work Process |

This is a joint meeting of the 4A’s Project Management and Regional Finance Communities held on October 6, 2020. The session was moderated by Jeff Thaler, a consultant to a number of organizations on Agency and Client-side Service Delivery, Project Management, and Operations. Jeff most recently served as the head of Program Management and Operations […]

R3 New Business League Global and US – August, 2020

Updated monthly, R3’s New Business League reports highlight the Creative and Media Agency new business activity on an ongoing basis. The PDFs are available for all users to view, while the Excel Summary document, available only to 4A’s Members, includes detail related to identified wins, including the incumbent agency and the new successful agency. New […]

2020 ANA 4A’s Business Case for Relationship Management Program

“The Business Case for Relationship Management,” survey was conducted jointly by the ANA and the 4A’s and serves as a follow-up to an April 2019 4A’s report, “Relationship Management Best Practices Guidance.” The report revealed that both marketers and agencies are aligned on the benefits of a relationship management program and employ a variety of […]

Legal Affairs Committee Meeting – “MSA Hidden Issues” |

To All 4A’s Legal Affairs Committee Members, On Wednesday, September 30th from 3-4:30 pm, EDT the 4A’s held a virtual conference surrounding “MSA Hidden Issues” What are the top “hidden issues”  that you may not think about, but need to consider, when negotiating MSAs?  The provisions that we discussed are particularly problematic since they may […]

4A’s Virtual Finance Committee Meeting – “MSA Hidden Issues”, September 23, 2020

To All Finance Committee Members, On September 23rd from 3-4:30 pm EDT via Zoom, we held a discussion on what are the top “Hidden Issues”  that you may not think about, but need to consider when agencies are negotiating MSAs? Many of us have experience in the basics of negotiating agency-client agreements.  However, in this virtual committee […]

Agency New Business Report |

RSW/US surveyed agency leaders to learn about their new business efforts, including team structure, tools used, top challenges, and more. Impact of COVID-19 on agency new business is featured.

R3 New Business League Global and US – July, 2020

Updated monthly, R3’s New Business League reports highlight the Creative and Media Agency new business activity on an ongoing basis. The PDFs are available for all users to view, while the Excel document, available only to 4A’s Members, includes detail related to identified wins, including the incumbent agency and the new successful agency. New Business […]

4As COVID-19 RTO Virtual Conference – How to Build Your Action Plan for Return to Office |

On Wednesday, August 12th from 3:00-4:30 pm EDT the 4A’s held their Covid-19 RTO Virtual Conference along with Bo Mitchell, President of 911 Consulting, a leading expert in the field of Emergency Response which proved to be an extremely enlightening and beneficial virtual conference for all that attended.    When the 4A’s met with our […]

4As and ANA 2020 Best Practice Guidelines for Agency Search Consultants Paper

Given the important role agency search consultants play in helping clients and agencies find the right partner, the 4A’s is pleased to have partnered with the ANA on 2020 Best Practice Guidelines for Agency Search Consultants. These guidelines are intended to align the interests of marketers and agencies around agency searches and make the process […]

R3 New Business League Global and US – June, 2020

Updated monthly, R3’s New Business League reports highlight the Creative and Media Agency new business activity on an ongoing basis. The PDFs are available for all users to view, while the Excel document, available only to 4A’s Members, includes detail related to identified wins, including the incumbent agency and the new successful agency. New Business […]

“Your Pipeline & the Buyer’s Journey” – 4A’s National New Business Committee Meeting (7-30-20) |

“Your Pipeline & the Buyer’s Journey,” with Robin and Steve Boehler of Mercer Island Group, was recorded on July 30, 2020, during the 4A’s National New Business Committee meeting. View the webinar and deck here.