This scorecard is a Microsoft Excel spreadsheet details a range of criteria for comparing up to 5 agencies including:
Areas of this scorecard are free text for your comments and notes and to act as an aide memoire for you and your colleagues, in order to compare your thoughts after reading submitted proposals and / or meeting an agency. Some parts allow you to enter a score based on a range of criteria. Considering the scores and most favourable notes / comments in unison will allow you to short list and then select your preferred agency partner.
Recommend related template: Website design and build requirements
About this guide
We have developed this workbook to help marketers working for a business evaluate different candidate agencies based on a range of criteria. It is useful for agencies for benchmarking their capabilities and how they present their services at pitches.
Guaranteed to digitally transform your organisation
Actionable digital marketing advice, resources and training guaranteed to digitally transform your organisation.
I recently completed the RACE Digital Strategy Course. It was brilliant, and the 7-Steps guides are excellent resources, too. Thanks for providing such a fantastic collection.
Translated complex digital marketing channels into easy-to-understand concepts
Translates complex digital marketing channels into easy-to-understand concepts. Constantly updated with new insights that will help whether you own your own business or work for a large corporation.
The Managing an agency pitch – marketing agency selection scorecard is part of Smart Insights Agency Growth and Management Toolkit. With a Smart Insights membership you gain access to, not only this guide, but also the 7 other resources in the toolkit.
..but that’s not all. With Business Membership you also gain access to 20 other Toolkits containing 150+ other resources, all available to you. All toolkits are designed to be super- actionable, to help you:
So why wait? Get instant access to this guide and see for yourself how easy it is to take your digital marketing—and your career—to the next level with our ToolkitsLearn more about the Agency Growth and Management Toolkit
OrInstant access. Try it RISK-FREE