# What Information Does Your Marketing Agency Need From You?: Editable Worksheet

This worksheet accompanies [the Agency Field Guide article](https://agencyfieldguide.com/guides/what-information-your-marketing-agency-needs) by Tim Kilroy.

Copy this document into your preferred editor. Replace the bracketed prompts with your details, remove inapplicable items and agree on the result with the people responsible for the work. Keep confidential information in an appropriately controlled location.

## Use this information checklist.

Complete the prompts with the agency and restrict access where appropriate.

- Our current business objective is [objective], and [person] owns the decision.
- Our priority customers are [group], based on [evidence].
- The economics relevant to this work are [approved assumptions and definitions].
- Our main operational constraints are [constraints].
- We have already tried [activity], and the available evidence shows [result or limitation].
- The agency needs access to [systems] for [specific purpose], approved by [owner].
- [People] can answer questions about [areas].
- We will update material changes through [process] and review open information requests on [date].

Use [the onboarding guide](https://agencyfieldguide.com/guides/how-to-onboard-a-marketing-agency) to organize the exchange. The agency should be able to explain how each important fact changes its recommendations or its work.