Improve the digital marketing services your agency offers
and grow your business

Use our specialist agency resources to review how you win, deliver and retain clients

How much of the work of your agency now involves digital media and technology?

Whether you are an agency specialising in digital marketing services or a more traditional integrated marketing agency, today, your digital marketing services are vital

The best way to add value for your clients and win more of this type of business is to improve the quality of service you offer

Use our resources developed with experienced marketing agency growth specialist Mark Kelly to review and improve your processes!

Digital Marketing Benchmark

Instant expertise to boost your team's skills and win more business

Why Smart Insights?

Because global brands like 3M, GlaxoSmithKline, HSBC, HP, Microsoft and Vodafone—AND thousands of digital marketers and business owners—trust
Smart Insights to optimise their Agency growth and management. Many have grown their business—by over 50%—using the strategies revealed on this page.


Free resources including Search, Social and Email marketing templates that you can start using today

Start improving your Agency growth and management now with our FREE Agency digital marketing services -- the top 10 mistakes to avoid

  • Review the capability and skills of your agency
  • Review the strengths and weaknesses of your current capabilities
  • Assess your skills in digital strategy, website design and all the key digital channels

PLUS: as a FREE Basic Member, you'll also get these bonus resources;

  • 18 other actionable templates and guides, written by experts in digital marketing.
  • Benchmark your current capability in Agency growth and management-and 9 other essential areas of digital marketing-using our unique interactive Capability Assessment tool.
  • Improve your skills by doing the first lesson in each of our 10 e-learning courses for free.
  • Get personalised answers to your most urgent questions fast - by joining our online community of over 130,000 marketers
Get your FREE Basic Membership NOW
including instant access to the Agency digital marketing services -- the top 10 mistakes to avoid (and all bonus resources)

Expert Membership—for those who are
serious about FAST growth

Use our comprehensive Agency Toolkit to grow your agency or consultancy quickly and more smoothly

Want amazing results as quickly as possible? Start here with Expert membership

When we first launched Smart Insights we found that many of our Expert subscribers were agencies or consultants. They said they loved our structured approach to digital strategy development based on our annual and campaign planning tools.

Thinking about it, this wasn’t a surprise, since applying our RACE Planning framework or PR Smith’s SOSTAC® planning model makes perfect sense. These structured approaches have proved invaluable to help agencies of all sizes win new work from strategy development to campaign design, content marketing and SEO or website design and build.

Our comprehensive agency toolkit resources by specialist agency consultant Mark Kelly are all aimed at helping you grow your agency by improving your staff skills and the quality of your processes and deliverables for clients. The templates are editable checklists in Word or Excel which help you:

  • Attract new clients by improving the marketing of your agency
  • Convert more enquiries to sales through improving new business development processes and pitching for work
  • Improve delivery of client projects by educating agency team members on the latest best practices including customer discovery

Not only that, as an Agency subscribing as a Business member, you are free to use any of our actionable planning templates with your clients on a whitelabel basis.

Armed with our Agency growth and management Toolkit, the world’s top marketers use our unique approach to develop winning Agency growth and management strategies.

Agency growth and management Toolkit

Includes templates, ready-to-use strategy documents, step-by-step guides and resources that will help you create optimized strategies that deliver HUGE results.

  • Agency Growth
  • Client discovery checklist

    About this guide

    This guide will help you create or review your process for learning about customer needs. It will then let you identify the right questions to ask to deliver a better solution and thus improve proposal win rates by proposing more relevant solutions.

    Guide structure

    • Goals and objectives
    • The Market
    • Website data
    • Content audit
    • Customer audit
    • Influencers in the market
    • Specific media and link audits
    • Additional research
  • Agency Account Growth Planning Template

    About this guide

    We created this template to help Account Owners (Group Account Directors, Account Directors) and their teams in agencies to plan the growth of their client business in a structured way.

    Guide Structure

    • Account Background
    • Historical and Current situation
    • Account ambition
    • Action Plan for Sales Opportunities
    • Blocks to success
    • Tangible revenue forecast
    • Next steps / Selling in to clients
    • Account Handler Checklist
  • Marketing an agency for new business template

    About this guide

    We created this template to help agency owners and specialists such as agency marketing managers or digital marketing managers review their approach to reaching prospects to generate new business.

    Guide structure

    • Our Proposition
    • The work we want (and don’t want)
    • Our Buyer Personas
    • Housekeeping
    • Sources of Referral
    • SEO
    • Inbound Marketing
    • Outbound Marketing
    • Staff
    • PR
    • Lead tracking and marketing automation
  • Creating Digital Experiences
  • Website design and build briefing template

    About this guide

    We’ve created this template to help client-side digital marketing and Ecommerce managers brief a website design and build project to either an in-house team or to a digital / web design partner.

    Guide structure

    • Budget guide
    • Timescale, redesign and bidding process
    • Website objectives
    • Background to web redesign project
    • Background on business and brand
    • Target audience
    • Competitor set
    • Marketing considerations
    • Content and content marketing
    • Creative style guidance
    • Desired site functionality
    • Technical considerations
  • Web design project plan template

    About this guide

    Our template is based on real plans used to plan and manage progress on web projects. It’s mainly intended for client-side marketers, but will also be useful as a cross-check for web design agencies to review the activities they manage.

    Guide structure 

    • Step 1: Plan – Define resource, customer research, analytics audit, Digital asset management, UX evaluation
    • Step 2: Reach – SEO, Landing pages, newsletters, marketing campaigns
    • Step 3: Act – Design and copywriting, customer profiling
    • Step 4: Convert – UX testing, surveys, customer service, A/B testing
    • Step 5: Engage – Content strategy, Social Media integration


  • Digital marketing budgeting and costing approaches spreadsheet

    About this guide

    These templates are designed for marketing agency team members who create estimates / costings for either existing client online marketing projects and campaigns or for new business proposals.

    Guide structure 

    • Top-level project charging fees template
    • Detailed project costing examples template
  • Managing an agency pitch - marketing agency selection scorecard

    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.

    Guide structure

    • Key staff competencies
    • Culture and Chemistry
    • Credibility and Experience
    • Full cost-breakdown
    • Project management and delivery process
    • Managing the client-agency relationship

The Agency growth and management toolkit is included with Smart Insights Business Expert Membership-the secret
weapon behind the world's most savvy marketers.

So why wait? Try it today and take your results to the next level.

Learn more about Business Expert membership and
download the Agency growth and management Toolkit

Instant access. Try it RISK-FREE

As a Business Expert member, you also get access to
these related Toolkits (and others too)

Marketers just like you have grown their business by over 50% using these exclusive resources: