Marketing Agency Management: Playbook, Templates & Tools
How-to Guide
Selecting & Managing a Marketing Agency
If you are investing material dollars in marketing campaigns, more often than not, you have considered engaging, or have engaged, an advertising agency to assist you with those efforts. That decision, along with the selection process, can be overwhelming.
In the United States alone, there are over 120,000 with their own set of capabilities, industry expertise and experience. A client looking to find the right marketing agency for their brand can feel a lot like finding a needle in a haystack.
Many clients do find an agency that checks all of the boxes of their requirements on paper... that still doesn't guarantee an ideal long-term business relationship.
This step-by-step guide includes templates, tools, and scorecards to effectively
Select the right agency for your business
Manage the relationship between the two parties, and
Evaluate your agency’s performance
What you will learn
Plan and Organise Your Resources
Document Your Goals & Objectives
Set & Track Your Budget
Gather Background Information
Conduct the Agency Selection & Sign an Agreement
Share Your Strategic Direction
Manage Individual Projects
Build a Status Report & Evaluate Your Agency
What will you receive
An 8-Page Step-by-step Guide on how to select & manage your marketing agency
9 Ready-made Templates for managing the selection process
Project Charter Template
Project Management Template
Ad Agency RFI template
Agency RFP Template
Agency Selection Template
Marketing Budget Template
Assignment Brief Template
Non-compete Agreement Template
Non-disclosure Agreement Template
4 Scorecards & Tools for defining strategy and performance
Agency Performance Review
Consultant Evaluation Matrix
Creative Strategy Survey Tool
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Marketing Strategy Scorecard
A comprehensive guide with accompanying examples templates, evaluation tools and dynamic scorecards for selecting and managing a marketing agency for your business.