Two ways to work with Setup.
Certified by Setup
A credibility signal any agency can earn.
Setup Agency Assessment
A 2–3 week readiness evaluation that clarifies your ICP, sharpens your proof, and produces a practical match plan. Agencies that pass the Assessment may earn eligibility for Sustainable Pipeline, our invitation-only collective.
WAYS TO WORK WITH SETUP
Choose a credibility signal any agency can earn, or start with the Assessment to earn eligibility for Sustainable Pipeline.
Certified by Setup
A credibility signal any agency can earn.
Certified by Setup is a trusted credential that distinguishes top-tier marketing agencies. Our certification criteria focuses on proven experience, client success, strategic excellence, transparency, and scalability—giving brands confidence in their selection.
✔ Digital badge + certification seal to display on your website and materials
✔ Placement in the Certified Agency Directory to increase visibility
✔ Marketing toolkit (templates + assets to announce and promote certification)
Setup Agency Assessment
The gateway to Sustainable Pipeline.
A 2–3 week readiness evaluation that clarifies your Ideal Client Profile (ICP), sharpens your proof, and produces a practical match plan—so your growth becomes repeatable.
✔ ICP clarity + disqualifiers
✔ Proof map (what to lead with, by ICP)
✔ Match plan + 30/60/90 execution plan
✔ Readiness scorecard + participation standards
What it’s not: Not a guaranteed number of introductions by a specific date.
SUSTAINABLE PIPELINE
Invitation-only for agencies that pass the Agency Assessment.
What it is
Sustainable Pipeline is Setup’s invitation-only collective designed to connect agencies with ICP-aligned opportunities and improve conversion through a consistent operating rhythm. Membership is limited by category and capability to protect opportunity quality and ensure agencies have a real shot at winning.
How it works
Step 1
Agency Assessment
Prerequisite for Sustainable Pipeline.
Step 2
Kickoff Meeting
Joint planning session for outreach.
Step 3
Connect with Opportunities
Ongoing introductions to established brands.
Participation standards (required)
✔ Speed: Reply within 1 business day; next steps within 48 hours
✔ Senior involvement: Senior leader attends first meeting and pitch kickoff
✔ Follow-through: Disciplined follow-up + clean status updates
✔ Asset readiness: Current one-pager + proof points ready on demand
Note on expectations: Sustainable Pipeline is designed to improve the quality and efficiency of opportunity flow—not to promise a specific number of introductions by a specific date.
TRUSTED BY LEADING BRANDS WHO HAVE FOUND THEIR PERFECT AGENCY MATCH
Fuel Your Agency's Growth with Expert Insights
STAY AHEAD WITH EXPERT INSIGHTS
Securing the right brand partnerships is just the beginning. Setup provides agencies with valuable resources, industry insights, and strategic tools to help you refine your approach, strengthen client relationships, and scale smarter.
Pitch to Win
Differentiate. Captivate. Convert.
Get the free “Art of the Pitch” playbook–used by top agencies to stand out, tell better stories, and prove ROI every time.
Marketing Tools + Resources to Optimize Your Strategy
Accelerate your agency’s growth with Setup’s expert-crafted resources. Designed specifically to enhance your pitch effectiveness, these resources will consistently help your agency secure more client wins.
Insights + Strategies for Smarter Marketing Decisions
Explore our expert-driven blog posts designed to help agencies navigate market changes and scale successfully.
