Agency Relationship Resources

 

Who it’s for…

Marketers who are about to enter an agency selection process.

What it is…

A guide & interactive workbook that teaches marketing leaders the process of planning for, selecting, and onboarding a marketing agency.

Who it’s for…

Brands who want to conduct an agency review or evaluate the performance of an agency partner.

What it is…

An interactive scorecard for brands who want to systematically evaluate the relationship and/or performance of an existing agency partner.

Who it’s for…

Brand-side marketers in the agency selection process.

What it is…

An interactive scorecard for brands who want to systematically evaluate potential agency partners.

 

 

Planning Resources for Marketers

 

Who it’s for…

Marketers who are entering a request for proposal (RFP) process or marketers who are unfamiliar with the RFP process.

What it is…

Toolkit includes Guide to RFPs, editable RFP template, and an interactive RFP checklist.

Who it’s for…

Marketers who want to map out a new project/initiative in a structured way.

What it is…

A downloadable PDF that guides marketers through the thought process of planning a marketing project/initiative.

Who it’s for…

Small to mid-sized marketing departments looking to plan their marketing budget.

What it is…

An editable Google Sheets template that guides the user through the major buckets in any marketing budget.