Agency Field Guide
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Practical guides for marketers and agency owners.

Choose and manage an agency, or use the directory to research prospects, competitors and partners for your own agency. Start with the job you need done and leave with a useful next step.

For agencies: put the directory to work.

Find prospective clients, understand buyer alternatives and qualify partners. Each guide includes a worked example and an editable research worksheet.

Find companies worth talking to. Give yourself a reason to talk to them.

Build a focused prospect list from agency and brand research, qualify the evidence and prepare a relevant first conversation.

7 minRead the guide →Worksheet (Markdown)

Find the agencies your buyers could choose instead.

Compare competing agencies by buyer fit, promises and published proof, then decide what your own positioning and sales materials need.

7 minRead the guide →Worksheet (Markdown)

Find agency partners you would trust with a client.

Research complementary agencies, qualify their delivery model and plan a small paid collaboration before making a major client introduction.

7 minRead the guide →Worksheet (Markdown)

Featured guide

How to choose a marketing agency without getting seduced by the pitch

Compare services, client fit, team, pricing and evidence with a 100-point buyer's scorecard.

Read the guide 18 min · Updated Sep 2026
Your gut gets one vote. The evidence gets the other 99.

Get better work from your agencies.

These 20 guides cover collaboration, onboarding, feedback, day-to-day management and difficult conversations. Each includes an editable worksheet or sample message you can download.

How to Get Your Marketing Agencies to Work Together

Set shared priorities, assign decisions and agree on handoffs so your marketing agencies can deliver a coordinated plan.

6 minRead the guide

How to Manage Multiple Marketing Agencies

Organize priorities, spending, dependencies and decisions across several agencies without supervising every task yourself.

4 minRead the guide

Who Owns Marketing Strategy When You Have Multiple Agencies?

Choose a strategy lead, assign decision rights and preserve client accountability when several agencies contribute to marketing.

4 minRead the guide

How to Coordinate Your Agencies for a Campaign Launch

Plan the handoffs among creative, media and website agencies, with clear acceptance checks and a shared launch decision.

4 minRead the guide

What to Do When Your Marketing Agencies Disagree

Evaluate conflicting agency recommendations using shared assumptions, evidence, decision authority and a practical resolution process.

4 minRead the guide

Why Do Multiple Agencies Claim the Same Sale?

Reconcile overlapping conversion claims, distinguish attribution from business totals and evaluate each agency's contribution fairly.

4 minRead the guide

How to Write a Campaign Brief Your Agency Can Use

Write a clear campaign brief with a business objective, audience, proposition, evidence, budget and approval process.

5 minRead the guide

What Information Does Your Marketing Agency Need From You?

Give your agency the commercial context, customer evidence, operational facts and controlled access it needs to make useful recommendations.

4 minRead the guide

How to Onboard a Marketing Agency in the First 30 Days

Organize the client's first month with a new agency, from sales handoff and account access to agreed priorities and an initial review.

4 minRead the guide

What Should You Expect From Your Marketing Agency?

Agree on the agency's responsibilities for advice, delivery and communication, and understand which decisions remain with the client.

4 minRead the guide

How to Give Your Agency Useful Feedback

Give specific feedback tied to the brief, distinguish requirements from preferences and agree on the next revision.

4 minRead the guide

How to Consolidate Internal Feedback for Your Agency

Resolve conflicting stakeholder comments, assign approval authority and send your agency one usable set of instructions.

4 minRead the guide

What to Do When You Dislike Your Agency's Creative Work

Assess creative work against the audience and brief, then decide whether it needs revision, testing or a new direction.

4 minRead the guide

How to Change a Campaign Brief Without Confusing Your Agency

Change campaign direction with a clear assessment of scope, cost, timing and the effects on other teams.

4 minRead the guide

How Much Time Should You Spend Managing Your Agency?

Estimate the client's real workload for agency management and identify when unclear scope or weak delivery creates unnecessary supervision.

4 minRead the guide

How to Run Agency Meetings That Lead to Clear Decisions

Choose the right agency meeting, prepare the necessary evidence and leave with decisions, owners and agreed follow-up.

4 minRead the guide

How to Get Your Agency to Be More Proactive

Define useful initiative, check scope and authority, and agree on a practical process for recommendations and early warnings.

4 minRead the guide

How to Ask Your Agency for a New Account Manager

Request a change in account leadership with specific evidence, a clear conversation and a transition plan that preserves continuity.

4 minRead the guide

How to Address an Underperforming Agency Before You Fire It

Diagnose agency performance problems, agree on a measurable correction plan and decide whether the relationship can improve.

4 minRead the guide

How to End an Agency Relationship and Plan the Handoff

Plan an agency exit around notice requirements, account access, assets, billing and continuity of live marketing activity.

5 minRead the guide

Start with a brand. Find the work behind the logo.

Research agency experience, competitors and prospects with step-by-step workflows for marketers and agencies.

9 minRead the guide

How to choose an SEO agency without getting burned

Check the proof, timeline, link practices, reporting, access, and impossible guarantees.

15 minRead the guide

How to choose a digital marketing agency for a small business

Check whether your budget, internal owner, scope and expectations are ready for an agency.

14 minRead the guide

What a partner badge actually tells you, and what it doesn't

Learn what Klaviyo, Shopify and Google partner credentials tell you, including what they cannot prove.

9 minRead the guide

What does a performance marketing agency do?

Understand performance agency services, fees, attribution, profit and the evidence to request before hiring a paid-media partner.

6 minRead the guide

How to choose an ecommerce agency

Evaluate ecommerce agencies by your business model, margins, platform complexity, client evidence and the team that will do the work.

6 minRead the guide

How to choose a Shopify agency

Check Shopify agency credentials, comparable builds, integrations, migration plans, ownership and launch acceptance before signing.

5 minRead the guide

Full-service vs specialist marketing agency

Compare full-service and specialist agencies by service depth, industry experience, coordination cost and the team your budget buys.

5 minRead the guide

What services should a digital marketing agency provide?

Match agency services to your business problem. Understand deliverables, measurement, dependencies and what belongs outside the scope.

6 minRead the guide

Digital marketing agency pricing: fees, costs and hidden extras

Understand agency pricing models, published rate evidence, retainers, media fees and the full cost of a marketing engagement.

6 minRead the guide

What good marketing agency reporting looks like

Evaluate your agency's reports with a practical template covering business outcomes, attribution, decisions, owners and next actions.

6 minRead the guide

Marketing agency vs in-house team

Compare an agency with in-house marketing using equivalent scope, loaded costs, management capacity, speed and knowledge retention.

5 minRead the guide

How to choose a Klaviyo agency

Evaluate Klaviyo agencies on lifecycle strategy, credentials, flows, deliverability, attribution, platform costs and ownership.

5 minRead the guide

How to choose a web design agency

Judge web design agencies on business fit, live work, accessibility, performance, ownership, integrations and post-launch support.

5 minRead the guide

Email marketing agency pricing

Compare email agency fees with named published examples, setup costs, campaign and flow scope, platform charges and revenue-share terms.

5 minRead the guide

Marketing agency contracts: terms, ownership and exit clauses

A buyer's checklist for agency scope, fees, account access, IP, data, renewal, termination and a workable handoff.

5 minRead the guide

Marketing agency retainers: what are you paying for?

Understand agency retainers for capacity, deliverables and advice, including scope, rollover, responsiveness, prioritization and renewal.

5 minRead the guide

25 questions to ask before hiring a marketing agency

Ask better agency hiring questions with evidence prompts, a weighted comparison scorecard and a compact one-page agency brief.

6 minRead the guide

Agency vs freelancer: which should you hire?

Compare agencies and freelancers by expertise, coordination, continuity, cost, ownership and the work you need done.

5 minRead the guide

Are marketing agencies worth it?

Decide whether an agency is worth the cost using readiness, incremental contribution, alternatives, management capacity and stop conditions.

6 minRead the guide

How to evaluate agency case studies without believing the brochure

Check agency case studies for baselines, dates, denominators, contribution, causal evidence and relevance to your business.

6 minRead the guide

Narrow your search. Broaden your options.

Explore agencies by what matters to your business.

Buyer worksheets

New field notes, when there is something worth saying.

We share occasional notes on agency trends, red flags and what the directory is showing us.

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