Uncover key insights to strengthen client relationships & drive growth.

Our Agency Assessment provides a 360-degree view of how your team, current clients, and past clients perceive your agency. These insights help you enhance relationships, improve retention, and refine growth strategies.

✔ Client Relationships: Strengthen relationships by uncovering client needs and concerns.
✔ Team Dynamics: Improve retention with anonymous staff feedback.
✔ Growth Strategy: Use internal and external insights to create actionable growth recommendations.

Process:

1. Submit Startup Documents – Provide key agency details for review.

2. Surveys with Clients & Staff – Confidential feedback to identify opportunities.

3. Findings & Action Plan – Receive a full presentation with insights & recommendations.

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Define and target your ideal clients with precision.

Our ICP Strategy helps agencies identify and engage high-value clients who align with their strengths, ensuring sustainable growth and efficiency. Through a data-driven approach, we analyze industry trends, decision-maker behavior, and business models to create actionable Ideal Client Profiles (ICP).

✔ Data-Driven Targeting: Leverage firmographic & behavioral insights for effective outreach.
✔ Alignment & Efficiency: Focus on the clients with the most strategic value.
✔ Scalable Strategy: Develop repeatable, measurable tactics for continuous growth.

Process:

Initial Assessment:

• Goal: Analyze client base, successes, and gaps.

• Method: Review historical data, market trends + internal expertise.

Profile Development:

• Basic ICP: Industry, revenue, team size, decision-makers.

• Advanced ICP: Key priorities, engagement behavior + challenges.

Final Insights + Recommendations:

• Deliverables: Custom prospecting insights, cross-selling strategies, and growth opportunities.

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Develop a winning business development strategy.

This customized half-day workshop helps agencies develop and execute a cohesive strategy for attracting and converting new clients.

• Positioning: Learn how to differentiate your agency in the marketplace.

• Tools, Team + Process: Identify the resources needed to drive growth.

• Outreach + Closing: Master strategies to attract, nurture, and close new business.

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Refine your messaging to resonate with your ideal clients.

Our Marketing Diagnostic evaluates your client-facing messaging to ensure clarity, differentiation, and alignment with your agency’s core identity.

✔ Resonate: Does your messaging address prospects’ needs?
✔ Optimize: Are key elements missing from your marketing materials?
✔ Align: Is your communication consistent with your brand identity?
✔ Differentiate: Do you stand out from competitors?

Process:

1. Upload Marketing Materials – Submit decks and outbound emails.

2. Complete Questionnaire – Tell us about your agency’s positioning.

3. Review + Recommendations – Receive a custom presentation with actionable insights.

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Boost collaboration and creativity through improv workshops.

Our interactive workshops use improv-based exercises to enhance teamwork, communication, and quick thinking—building confidence and trust among your team.

✔ Support & Build: Foster a “Yes And” mindset to encourage collaboration.
✔ Storytelling & Pitching: Strengthen public speaking & persuasive communication.
✔ Step Out of Comfort Zones: Boost creativity through fun, dynamic exercises.

Process:

1. Customize Workshop – Tailored to your team’s goals.

2. Workshop Options – Choose from 1, 2, or 3-hour sessions.

3. Hands-On Exercises – Participate in interactive trust-building and quick decision-making activities.

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A: Setup uses a data-driven vetting process based on your Ideal Client Profile (ICP) to ensure every brand introduction aligns with your agency’s expertise, strengths, and positioning.

A: Agencies should have:

✔ A Comprehensive service offering Offer a diverse range of solutions that address varied client needs for maximum impact.

✔ Industry expertise Demonstrate strong performance and measurable results across multiple verticals.

✔ 75+ employees with scalable operations

✔ A strong value proposition that differentiates them in the market

✔ A dedicated business development team focused on long-term growth

A: Unlike traditional search consultants, Setup
✔ Prioritizes speed & alignment – Brands receive agency matches in as little as a week
✔ Provides a free service for brands – Ensuring unbiased, best-fit agency recommendations
✔ Focuses on chemistry, shared goals & strategic fit – Resulting in higher success rates

Setup’s Sustainable Pipeline program guarantees a steady flow of brand introductions— with a minimum of six high-potential opportunities—over the course of the engagement.

Each lead generally represents engagements of $250,000+ in fees, aligning with agencies ready to deliver significant impact.

We begin with a thorough Agency Assessment to identify your strengths and ensure every match suits your capabilities.

From there, Setup manages ongoing prospecting, scheduling intros, and following up with qualified brands—so you can focus on delivering great work once the partnership is secured.

Additionally, our model features an ongoing 12 month commitment and a performance-based element, so Setup’s success is tied directly to yours.

A: Setup serves as an extension of your business development team, offering:

✔ Exclusive agency-brand events to foster new opportunities
✔ Thought leadership & content exposure to elevate your agency’s visibility
✔ Pitch coaching & feedback to refine positioning & win more deals

A: Business development is a strategic, ongoing process—not a quick fix. While we guarantee six brand introductions per year, timing varies:

• Some agencies land opportunities within the first month

• Others receive multiple introductions within a short timeframe

The 12-month retainer ensures sustained momentum, allowing us to nurture high-value relationships and maximize long-term success.

Beyond introductions, network agencies gain exclusive access to:

✔ The Agency Capabilities Showcase – Present case studies to top brand marketers
✔ Two invite-only Marketers Breakfasts – Exclusive networking with decision-makers
✔ Ongoing opportunities to engage with brands throughout the year