Agency Field Guide
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The buyer's field guide

What Should You Expect From Your Marketing Agency?

Expect your agency to understand its assignment, perform the agreed work competently, explain its recommendations and communicate problems early enough for you to act. Expect your own team to provide accurate information, make timely decisions and fulfill the dependencies it has accepted.

Download the editable worksheet (Markdown). Replace the bracketed prompts with your own details.

The contract establishes the commercial commitment. The working agreement should explain how that commitment will be delivered. Differences between those documents and the expectations formed during the sales pitch need to be resolved explicitly.

Clarify the level of judgment you are buying.

An agency hired to produce approved designs has a different role from one hired to diagnose a growth problem and lead the response. Ask which decisions its fee includes.

A specialist should be able to explain the business relevance and limitations of its work. That does not mean every specialist retainer includes overall marketing leadership.

If you expect recommendations across channels, customer research or executive advice, make those expectations part of the scope. Review the agency-services guide when the work itself remains unclear.

Agree on delivery in terms you can verify.

Define the outputs or capacity, the quality requirements and the acceptance process. Explain what constitutes a complete delivery and how defects will be addressed.

For recurring work, establish how priorities are chosen when requests exceed capacity. The agency should tell you what can be delivered, what must wait and what would require additional fees.

Ask for visibility into material dependencies. If a campaign requires your team to supply product information or development support, the schedule should show that requirement and the effect of a delay.

Expect advice that includes reasoning.

An agency should be willing to explain why it recommends a course of action and what evidence would cause it to reconsider. You can ask for the alternatives it evaluated without requiring an elaborate presentation for every minor choice.

In Agency Inner Circle #104, Tim argues that agency leadership includes reassessing the client's problem as circumstances change. For a client, that means expecting relevant judgment within the agency's remit.

You should also allow informed disagreement. An agency that challenges an assumption respectfully may be doing exactly the work you hired it to do.

Set communication standards that fit the engagement.

Agree on normal response expectations, the channel for urgent matters and who provides coverage. Distinguish acknowledgment of a request from resolution of the issue.

Ask how the agency will communicate a missed deadline, unexpected cost or material performance concern. The update should explain the effect, the proposed response and any client decision needed.

Avoid assuming unlimited availability. A small project fee and a dedicated support arrangement buy different levels of access. Put necessary coverage into the agreement before an incident exposes the gap.

Separate service commitments from uncertain outcomes.

An agency can commit to work quality, agreed delivery and a defined process. Revenue and other business outcomes also depend on customers, competitors and conditions outside its control.

This uncertainty does not excuse poor work. Ask the agency to explain its contribution, investigate weak results and recommend a response. Evaluate whether the work was delivered and whether the underlying plan remains credible.

Use the reporting guide to connect activity, evidence and decisions. A favorable result should not conceal an unsafe process or a failure to meet important commitments.

Retain the decisions only the business can make.

The client remains responsible for its budget authority, product facts, internal approvals and operational capacity. An agency can advise on those matters, but it cannot quietly acquire authority the business has not granted.

Give the agency access to the people who can resolve relevant questions. If every request must pass through a contact who cannot decide, the relationship will require more supervision from both sides.

Review the arrangement when the work changes. Expectations that were reasonable during setup may need to change during ongoing delivery.

Use this responsibility agreement.

Complete the statements with the agency and compare them with the scope.

  • The agency is responsible for [work and advice] within [limits].
  • The client is responsible for supplying [inputs] and deciding [matters].
  • We will accept completed work using [criteria and reviewer].
  • We will prioritize requests through [process] when demand exceeds capacity.
  • We will communicate routine matters through [channel] and urgent matters through [route].
  • We will assess results using [measures], while recording relevant dependencies and limitations.
  • We will address missed commitments through [escalation process].
  • We will review these expectations on [date] or when [material change] occurs.

When expectations are already in dispute, use the underperformance guide to compare specific commitments with the evidence before deciding what needs to change.