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AGENCY MARKETING STRATEGY TRAINING

Transform from 
service provider to 
strategic partner​​

Help your team to think, talk and act more strategically with Open Velocity’s Strategy Catalyst Training.

From tactical to strategic thinking

Unlock your agency’s potential as a strategic marketing powerhouse with a training programme based entirely around your team and client’s challenges.
With brands increasingly outsourcing major strategic planning work there’s never been a more important time to develop these skills in your agency.
Open Velocity’s training programme helps you seize this opportunity by giving your team the skills to win strategic projects, deliver even greater value and become your clients’ indispensable strategic partner.

Do these challenges sound familiar?

Your agency loses out to competitors when pitching for strategic briefs
Your clients are increasingly asking you for solutions for overarching marketing challenges, rather than specific services
You and your senior team can’t attend every client meeting,
but a strategy skills gap prevents others from confidently stepping in
You’re looking for ways to retain clients as well as sell more services

What your
team will learn

Our course is a 10-week deep-dive into strategic marketing for experienced agency professionals (agency owners, senior account directors, strategists, account directors), based around five two-hour workshops.  We alternate these with ‘Power Hours’ - a chance for your team to apply what they learn to your own client challenges.

The marketplace and competitive dynamics

Competitive advantage and marketing strategy frameworks

Acquiring and retaining strategic marketing clients

Client strategy for your business

Evaluating your strategy and when to change track

Understand the difference between ‘strategy’ and ‘tactics’.  Learn how to use tools and data for strategic planning, so you can offer clients more accurate results.

Make the distinction between business, marketing and brand strategy.  Identify your clients’ strategic advantage and how to leverage this to win them more business.

Understand your potential clients and their budgets. Distinguish between ‘light’ and ‘heavy’ buyers to hone your clients’ customer acquisition and retention strategies.

With Open Velocity’s support, apply the takeaways from sessions 1-3 to your own client challenges and discuss what impact you’d like to see.

Identify the KPIs you need to track strategic success. Know when a strategy is no longer working and how (and when) to change track, so you can help your clients adapt to changing market conditions.

The marketplace and competitive dynamics

Understand the difference between ‘strategy’ and ‘tactics’.  Learn how to use tools and data for strategic planning, so you can offer clients more accurate results.

Competitive advantage and marketing strategy frameworks

Make the distinction between business, marketing and brand strategy.  Identify your clients’ strategic advantage and how to leverage this to win them more business.

Acquiring and retaining strategic marketing clients

Understand your potential clients and their budgets. Distinguish between ‘light’ and ‘heavy’ buyers to hone your clients’ customer acquisition and retention strategies.

Client strategy for your business

With Open Velocity’s support, apply the takeaways from sessions 1-3 to your own client challenges and discuss what impact you’d like to see.

Evaluating your strategy and when to change track

Identify the KPIs you need to track strategic success. Know when a strategy is no longer working and how (and when) to change track, so you can help your clients adapt to changing market conditions.

Each session is run by a tutor with both academic and client-side experience, meaning every topic is fully explored and questions are always answered.

Career development

Our Strategy Catalyst Training is designed for team training, but if you are an individual at an agency and believe that you would benefit from our programme, we can help put together a proposal to share with your decision-makers.

What our customers say

The Open Velocity difference

We’re a little different from mass-marketed, off-the-shelf agency training programmes.  Here’s why:

Immediately relevant

Right from the start, we apply the theory learnt in each session to strategic challenges facing your own client accounts.

Key insight on what clients want from an agency


All our trainers bring years of client-side experience working closely with agencies, giving them valuable insight into winning pitches and building strong, effective client-agency partnerships.

Completely personalised

Your agency is unique - our teaching reflects that.  Specify a training schedule that suits you and add extra content to address your specific challenges.

Led by real-world marketing strategy experts


Combining real-world strategic marketing know-how with teaching experience at major UK universities, our trainers are ideally placed to share their expertise.

Meet the tutors

Bethan Vincent

Bethan has worked both agency and client side and is a frequent speaker at agency events like MozCon and BrightonSEO. She’s led B2B marketing teams in a number of technology businesses, and as an entrepreneur, knows the challenges of building a successful business. She brings a well-informed perspective on how the agency - client relationship is evolving, and how tech is reshaping the world of marketing, impacting customer behaviour along the way.  Bethan has run training sessions at events such as Women in Tech SEO London and contributed to entrepreneurship and marketing course content for institutions like the University of York.

Jon Paget

Jon is a global marketing strategist with a keen interest in how innovation and technology drive the evolution of future-ready brands. In addition to his consultancy work, he lectures in Marketing at both Falmouth University - home to the UK’s top-ranked course for creative advertising and strategy-focused graduates - and the University of Exeter. Jon’s experience spans a range of digital agencies, where he has held both consultancy and client-side roles, most recently leading brand repositioning and growth initiatives for several full-service agencies.

Training packages

Give us a call today to get a quote for a programme that puts your challenges, your team and your clients at the heart of all teaching content.

Our basic package

  • 10 weeks total course length
  • For groups of 3-6 people
  • Weekly interactive sessions
  • Taught by live webinar by expert trainers

Customisation options

  • Extra modules and course content
  • Quarterly or annual training programme
  • Review, refresher and 1-2-1 sessions
  • Ad-hoc client strategy support

How we add value for our clients

Success stories are best told in the words of their subjects. Here’s what some of our clients have to say about working with Open Velocity.

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