THE AGENCY SELECTION CHECKLIST
I would be nowhere without my agency partners. Agency selection is how you choose them on the results they produce. My number one sign to look for in a creative agency is that they focus on their results over their awards. And I name names: Commission Junction built our affiliate programme from scratch, and Mediaplex built the tracking that underpinned all of our measurement work.
Not to Be Confused With
🏢 Hiring vs buying
🏆 Awards vs results
🤝 Vendor vs partner
The Four Agency Types You Need
Technical Platform Agency
- Track record of success with multiple clients
- Great reference checks
- Proven experience with YOUR platform (e.g. Shopify)
- Your engineering team is excited to work with them
Marketing Agency
- Knows more about the platforms than your team does
- Talks results first, awards second
- Excellent references
- Competitive pricing
Creative Agency
- Leads with results, not the trophy cabinet
- Case studies showing creative that drove sales
- Strong reference checks
- Brand marketing team is excited about them
SEO Agency
Optional
- Case studies proving real impact
- Clean practices (no shady link buying)
- Implementation team (engineering) is bought in
Universal Selection Process
Competitively bid to get the best result
Get references: both agency-provided AND your own backchannel
Ask for case studies where their work got results
Have key internal teams (including finance and procurement) interview and vet the agency
Make your internal partners feel responsible for the success of integrating the agency
“When stakeholders feel ownership, outcomes improve dramatically”
In-House vs. Agency Decision Matrix
| Factor | Stay with Agency | Bring In-House |
|---|---|---|
| Scale | Fees are manageable | Fees exceed cost of building a team |
| Cross-Client Learning | Channel moves fast, agency sees trends across clients | Channel is mature, little changes |
| Pace of Change | Industry evolving rapidly, agency stays nimble | Industry stable, in-house can keep up |
| Integration Depth | Lightweight integration needed (e.g. SEM tracking) | Deep product integration required (e.g. SEO) |
Quick Reference Checklist
- Determined requirements for each agency type
- Key internal stakeholders feel invested in success
- Run competitive bidding process
- Checked references through backchannel (not just agency-provided)
- Engineering / tech team has met and approved technical agency
- Brand team has met and approved creative agency
- Procurement is included early in the process
- Evaluated in-house vs. agency on all four dimensions
Know Its Limits
My position: no agency can fix a broken strategy. If your North Star is unclear, if you do not know what good looks like, the best agency in the world will just execute your confusion faster and charge you for the privilege. Sort out what you want before you shop for who will build it.
And not every company needs agencies at all. My rule of thumb: once you are spending tens of thousands of dollars, hire a part-time consultant or consulting agency, then scale from there. Below that, one good freelancer beats a bad agency retainer. Meta still runs consumer direct response with 10–20 people after twenty years and hundreds of millions in spend. Agencies amplify judgment; they do not substitute for it.
