Choosing a partner

How to choose a marketing agency, without getting burned

Written by an agency, which you should factor in. It is also written so that it would catch us out if we were not doing the work, because a checklist that cannot do that is worthless.

A wide grid of identical pale plaster tiles rising over one smooth shallow wave, raked by warm light across the crest.
In short

How do I choose a marketing agency?

Judge an agency on the specifics of what it will do, how it reports, and what you own, rather than on the results it shows you from other clients. Past results depend on markets and budgets you cannot see.

The three questions that separate a good partner from a bad one are: what exactly will you do each month, what will you report and on which metrics, and do I own my website, domain, ad accounts and Google Business Profile.

Walk away from guaranteed rankings, long contracts with vague deliverables, reporting built on impressions and clicks rather than enquiries, and any arrangement where the agency owns your accounts.

The actual purchase

You are buying attention and judgement, not a deliverable

Most marketing disappointment traces back to a mismatch between what the client thought they bought and what the agency thought they sold. Settling that before anything is signed removes most of the ways this goes wrong.

A marketing retainer is not a product with a fixed specification. It is an amount of skilled attention applied to your business each month, plus the judgement about where to apply it. That is a genuinely valuable thing to buy and it is also inherently hard to inspect, which is why this industry has the reputation it has.

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The consequence is that everything depends on legibility. Can you see what was done. Can you tell whether it worked. Can you tell the difference between a month of real work and a month where nothing much happened. An agency that makes those three things easy to check is offering something structurally different from one that does not, regardless of how good either is.

This is also why the sales process is a poor guide. Selling and delivering are different skills held by different people at most agencies, and the person who is impressive in the pitch is frequently not the person who will touch your account. Ask who does the work. Ask to meet them.

One more framing that helps. You are not really choosing between agencies, you are choosing between an agency, hiring in-house, and doing less marketing more carefully yourself. All three are legitimate, and an agency that cannot tell you honestly when you would be better off with one of the other two is selling rather than advising.

Walk away

Red flags that should end the conversation

Some of these are dealbreakers and some are questions to press on. The first four are dealbreakers.

  • Guaranteed rankings, guaranteed lead volumes or a guaranteed return on ad spend
  • The agency owning your website, domain, ad account or Google Business Profile
  • A contract with a long minimum term and no defined deliverables
  • Any offer to generate, incentivise or filter reviews on your behalf
  • Reporting that leads with impressions, clicks and rankings rather than enquiries
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  • A strategy presented before anyone asked what you sell and who buys it
  • Vagueness about who does the work, or a refusal to let you meet them
  • Case studies with percentage improvements and no starting numbers or context
  • Pricing that cannot be explained, or that changes when you hesitate
  • No clear answer on what happens if it is not working after six months

The guarantee item deserves a word, because it is the most common and the most persuasive. Nobody controls Google's rankings, so nobody can guarantee a position. An agency that guarantees one is either misunderstanding its own work or counting on you not checking. Neither is a good start.

The process

How to run the selection

This takes a few hours and it is the highest-return few hours in the whole engagement. Doing it properly also signals to a good agency that you will be a good client, which matters more than people expect.

  1. Write down what you actually need before you speak to anyone

    Be specific about the business problem rather than the marketing tactic. More enquiries for a particular service, more work in a particular area, fewer wasted enquiries, or capacity filled in a quiet season are all different problems with different answers. Arriving with a tactic already chosen invites agreement rather than advice.

    • The business outcome you want, in your own words
    • What a good enquiry looks like, and what a bad one looks like
    • Your capacity, so nobody sells you demand you cannot serve
  2. Shortlist on fit, not on rankings

    An agency that ranks well for agency keywords has proved it can market itself in an unusually competitive category, which is a weak signal about your market. Better signals are relevant experience, a sensible size relationship and whether their published work suggests they think clearly.

    • Experience in your category, or in one with the same buying behaviour
    • A size where you are a meaningful client rather than an afterthought
    • Evidence they understand the constraints your industry actually has
  3. Ask the five questions that reveal how they work

    What exactly will you do each month. How do you report, and on which metrics. Do I own all assets and accounts. Who does the work, and can I speak to them. What happens if it is not working. The answers tell you more than any proposal document.

    • Specific monthly activity, not a category list
    • A sample report from a real client, redacted
    • A direct yes on ownership, with no conditions attached
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  1. Interrogate one case study properly

    Pick a case study and ask for the starting position, the budget, the timeframe and what else changed during the period. A genuine result survives that. A number chosen because it looked impressive usually does not, and the way someone handles the question is informative on its own.

    • The starting numbers, not only the improvement
    • What the budget was, and what else the business changed
    • Whether you can speak to that client
  2. Compare proposals on scope and reporting, not on headline price

    Two proposals at similar prices frequently describe very different amounts of work, and the cheaper one is sometimes the better value and sometimes an empty shell. Line the scopes up next to each other and ask each agency to explain the difference.

    • What is included, what is extra, and what is explicitly out of scope
    • How many hours or deliverables the fee actually represents
    • What the reporting cadence is, and who attends the review
  3. Agree the exit before you agree the start

    Settle notice period, what you keep, how accounts are handed back and how data is transferred, at the point where everyone is being agreeable. An exit clause negotiated during a relationship that has gone wrong is negotiated from the worst possible position.

    • Notice period, in writing
    • A named list of what transfers back to you and how
    • Confirmation that access is removed, not that ownership changes

If an agency finds this process uncomfortable, that is useful information. A good one will have answered all of it before and will be relieved you asked, because a client who understands what they are buying is a client who stays.

How it gets charged

Engagement models and what each rewards

Every model contains an incentive that does not perfectly align with your interests. The useful question is not which one is clean, it is whether the agency will name its own conflict without being asked. No figures appear here, because the published ranges you will find are blog claims with no survey behind them.

ItemMonthly retainerProject feePercentage of ad spend
What you are buyingOngoing attention and judgementA defined piece of workManagement of media you are buying
RewardsLong relationshipsFinishing and moving onLarger media budgets
Built-in conflictQuiet months cost the agency nothingAnything outside scope becomes a negotiationRecommending more spend raises the fee
Best forWork that compounds, such as SEO and contentA website build, an audit, a migrationAccounts where media spend is genuinely the lever
Ask themWhat does a typical month containWhat happens when scope changesWhat happens to your fee if we halve spend
Warning signReports that look identical month to monthA scope so loose it cannot be checkedBudget increases proposed without a case

Hybrid arrangements are common and usually sensible: a retainer for the compounding work, project fees for defined builds, and a separate arrangement for media management. What matters is that each part is legible on its own rather than blended into a single number nobody can interrogate.

Scope

What is actually inside a monthly fee

The question that resolves most proposal comparisons is not what the fee is, it is what the fee is made of. Two identical numbers can represent very different amounts of work.

Where a monthly budget goesA single bar split into five bands of work: foundation, content, local signals, paid media and reporting. Each band is labelled underneath with what it pays for. The widths are illustrative rather than quoted.A MONTHLY BUDGET, BROKEN INTO WORKILLUSTRATIVE SPLITFOUNDATIONSITE AND TRACKINGCONTENTPAGES AND GUIDESLOCAL SIGNALSPROFILES AND REVIEWSPAID MEDIAADS AND TESTSREPORTINGREPORTS AND CALLSSHARES VARY BY GOAL, MARKET AND STAGE. NOTHING HERE IS A QUOTE.
A monthly fee divided across the work it pays for, so you can see what you are actually buying.

Ask any agency to break its fee into the activities it covers. Strategy and account management, the production work such as pages, content and creative, the technical and maintenance work, the paid media management if any, and the reporting and review time. The split does not have to be precise, and the willingness to produce one is the point.

Two things usually surface when you do this. The first is how much of the fee is account management rather than work on your marketing, which is not automatically wrong but should be visible. The second is whether the production work is enough to move anything: a fee that funds two hours of content a month is not going to build topical authority, whatever the proposal says it will do.

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It also gives you a way to compare unequal proposals. If one agency's fee covers paid media management and the other's does not, the headline numbers were never comparable, and you have found that out before signing rather than three months in.

One caution. Do not push an agency into inventing precision it does not have. The useful answer is an honest approximation of where the effort goes, not a fabricated timesheet. An agency that gives you a suspiciously exact breakdown on request has probably made it up.

Budget context

What companies actually spend on marketing

The most commonly quoted figure in this space, that the Small Business Administration recommends spending 7 to 8% of revenue on marketing, could not be traced to any live SBA page during research. It circulates between marketing blogs citing each other. The figures below are from The CMO Survey, fielded with 308 US marketing leaders in January 2026 by Duke's Fuqua School of Business.

9.0%Marketing budgets as a share of company revenue
9.6%Marketing budgets as a share of total company budget
1.7%Overall marketing spending growth

SourceThe CMO Survey, February 2026 (Duke Fuqua, n=308 US marketing leaders)

Read that as context, not as a prescription. The respondents are marketing leaders at mostly mid-size and large US companies, 97% of them vice president level or above, and a four-person local business has almost nothing in common with that sample. The useful version of the question is not what percentage to spend, it is what one new customer is worth to you and how much you can afford to pay to get one.

Reporting

What a report should let you decide

The test of a report is not whether it is detailed. It is whether, having read it, you could make a decision about next month.

A tracking plan from enquiry to CRMPhone calls, web forms and live chats all feed into one tagged event carrying the source, campaign and landing page, which is then written into the CRM alongside the enquiry, its owner and its outcome.EVERY ENQUIRY ARRIVES WITH ITS SOURCE ATTACHEDPHONE CALLWEB FORMLIVE CHATTAGGED EVENTSOURCECAMPAIGNLANDING PAGEYOUR CRMENQUIRYSOURCEOWNEROUTCOMEWITHOUT THIS, REPORTING IS GUESSING WHERE THE WORK CAME FROM.
Several channels feeding a single booked job. A report that cannot connect them leaves you guessing about all of them.

A useful report starts with enquiries: how many, from which channel, and what they were about. Everything else is explanation. A report that opens with impressions and rankings has ordered itself by what is easiest to grow rather than by what matters.

It should separate calls from forms, because in most local businesses the phone produces the majority of real enquiries and a report that only counts form submissions is describing a minority of the business.

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It should say what was done, specifically enough that you could verify it. Pages published, campaigns changed, issues fixed. This is the part that distinguishes a month of work from a month of invoicing, and it is the part most reports omit.

And it should say what is next and why, so that you have something to agree or disagree with. A report with no recommendation is a historical document.

One honest note about attribution. It is genuinely getting harder, not easier: consent choices, cross-device journeys, and people who hear a recommendation from an AI assistant and call you directly all break clean tracking. An agency that presents perfect attribution is presenting a model, not a measurement. The right answer is to be clear about what is measured, what is inferred, and what is unknown.

Non-negotiable

What must be in your name

Check each of these before you sign. Every one of them is something we have seen a business discover it did not have, usually at the worst moment.

  • Your domain, registered to your business in an account you control
  • Your website files and database, transferable without permission
  • Your Google Ads account, with you holding administrative access
  • Your Google Business Profile, owned by the business rather than managed only
  • Your Google Analytics property, in your own account
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  • Your Google Search Console property, verified by you
  • Your Meta business assets, including the page and the ad account
  • Your call tracking numbers, portable if you leave
  • Your CRM and the contact records inside it
  • Your content, with no licence conditions on continuing to use it

The distinction on the Business Profile catches people out. An agency can be added as a manager, which is fine and normal. An agency that created the profile and holds the owner role is holding something that is very awkward to recover if the relationship ends badly.

The alternative

When an agency is the wrong answer

There are situations where hiring an agency is not the right call, and an agency that will say so is worth more than one that will not.

If your marketing problem is really an operations problem, fix that first. A business where enquiries arrive and nobody follows them up will not be helped by more enquiries, and spending on demand generation in that state is spending on a leak. This is more common than it sounds, and it is usually cheaper to fix than to market around.

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If you have one channel that works and you are not close to saturating it, you may not need an agency so much as a bit more of what you are already doing. Some businesses genuinely only need a well-run Google Business Profile and a habit of asking for reviews, and that is within the reach of an owner who will spend an hour a week.

If you are large enough that marketing is a full-time job and specific enough that the knowledge is worth keeping, an in-house hire may beat an agency, with specialists brought in for the parts a generalist cannot cover. The honest comparison is not agency fee against salary, it is agency fee against salary plus tools plus recruitment plus the risk of one person holding all the knowledge.

And if you cannot afford enough of a budget for the work to gather meaningful data, the right advice is usually to wait, narrow the scope drastically, or do the free things properly first. An agency that takes a budget too small to work is taking your money for an outcome neither of you can reach.

Want to put us through this process?

Ask us all of it. Our prices are published, and we will tell you if we think you would be better off doing something else.

Questions

Straight answers.

How long should I sign a marketing contract for?

Long enough for the work to have a chance, short enough that you are not trapped. For compounding work like SEO and content, a commitment measured in months is reasonable because the work genuinely does not produce results in weeks. For paid media management, there is much less justification for a long lock-in, because performance is visible quickly.

What matters more than the length is what the notice period and exit terms say. A twelve-month term with a clear thirty-day exit after the first quarter is a better deal than a six-month term you cannot leave at all.

Is performance-based pricing a good idea?

It sounds like perfect alignment and it usually is not, for a practical reason: whoever defines the result controls the outcome. Performance models push toward whatever is being measured, which is fine when the measure is genuinely good and damaging when it is a proxy.

There is also a fairness problem in both directions. Results depend on your pricing, your sales process and your capacity as much as on the marketing, and an agency taking that risk will price the risk in. A hybrid where a base fee covers the work and a bonus rewards a clearly defined, jointly verifiable outcome is usually the sanest version.

Why do marketing agencies not publish their prices?

Some of it is legitimate: scope genuinely varies, and a number without a scope attached is misleading. Some of it is not: hiding price allows it to be set by what a client seems able to pay rather than by what the work costs.

You can tell the difference by asking. An agency that cannot publish a price but will explain exactly how it prices, and will do so in the first conversation, is being reasonable. One that deflects until you are emotionally invested is running a process.

Should I hire someone in-house instead?

It depends on how many disciplines you need. One in-house marketer is rarely strong at SEO, paid media, web development, design, content and analytics simultaneously, so the genuine comparison is salary plus tools plus the specialists you still have to bring in, against an agency fee.

In-house wins on availability, business knowledge and focus. Agencies win on breadth and on not depending on a single person. Many businesses end up with both: someone internal who owns marketing, and an agency doing the specialist execution.

How do I compare two proposals fairly?

Line up scope against scope rather than price against price, and force both into the same format. What specifically happens each month. How many hours or deliverables does the fee represent. What is explicitly excluded. What is reported and how often.

Then ask each agency to explain the gap between their proposal and the other one, without naming the competitor. The quality of that explanation is frequently more revealing than either document.

How do I know if my current agency is doing a good job?

Ask for evidence of the work, not a summary of it. In an ads account, the search terms report and the negative keyword list both change constantly when someone is working and not at all when nobody is. In SEO, ask which pages were published or improved and what changed technically.

Then look at whether enquiries moved, not whether traffic did. Traffic is the easiest thing in marketing to increase without increasing anything that matters.

What happens to my accounts and data if I leave?

If everything is in your name, nothing happens except that you remove their access. That is the point of insisting on ownership at the start, and it is why it should be settled before anything else.

If it is not, you are negotiating. Ask now rather than later: which accounts are in your business name today, and what is the written process for transferring anything that is not. A good agency will answer without hesitating, because it has nothing riding on the answer.

Next step

Talk to the team

A short call, a look at how the business currently shows up, and a straight answer on what we would do first.