What it is
A focused evaluation of your agency.
Agency Assessment helps Setup understand how your agency is built, where it is strongest, which clients are the best fit, and what may help your agency prepare for better-fit opportunities.
Agency Assessment
Clarify your agency’s fit, focus, and readiness.
Agency Assessment helps qualified agencies sharpen their ideal client profile, positioning, proof, and readiness so they can better understand where they are strongest and which opportunities they are best positioned to win.
Agency Assessment is required for Sustainable Pipeline consideration and is separate from Setup Certified.
Why Agency Assessment Exists
Clarity before deeper engagement.
Some agencies are ready for a deeper relationship with Setup. Others need a clearer view of where they fit, which clients they are best positioned to serve, and how their proof and positioning show up in market. Agency Assessment creates that clarity. It helps the agency sharpen its growth foundation and helps Setup understand whether deeper engagement may make sense.
Best for
Agencies ready for sharper focus.
Best for agencies that want practical insight into ideal client fit, positioning, proof, readiness, and potential next steps with Setup.
What It Helps Clarify
Where your agency is strongest.
Agency Assessment clarifies the areas that shape fit, confidence, and readiness before the right opportunity appears.
Ideal client profile
Clarify the clients, categories, budgets, and business situations where your agency is most likely to succeed.
Positioning
Identify how your agency should communicate its value, specialization, differentiation, and relevance.
Proof
Evaluate the case studies, outcomes, references, and evidence that support your agency’s strongest claims.
Readiness
Identify gaps that may affect conversion, follow-through, chemistry, or confidence when opportunities arise.
How It Works
A focused evaluation process for clearer agency fit.
Agency Assessment uses agency inputs, marketing materials, ICP information, positioning details, and proof points to create a clearer picture of your agency’s strengths, gaps, readiness, and best-fit opportunities.
1
Assessment intake
Share agency inputs.
Provide information about services, team structure, clients, categories, growth goals, proof points, marketing materials, and current positioning.
2
Fit + positioning review
Clarify where you fit.
Review your best-fit client profile, positioning, differentiation, category relevance, proof, and readiness for stronger-fit opportunities.
3
Readiness summary
Receive a readiness summary.
Get a clearer view of your agency’s strengths, gaps, best-fit opportunities, and whether deeper engagement with Setup may make sense.
What You Receive
Practical clarity for smarter growth.
Agency Assessment gives your agency a clearer view of fit, positioning, proof, readiness, and potential next steps with Setup, including whether Sustainable Pipeline consideration may make sense.
ICP clarity
A clearer view of the clients and opportunities your agency is best positioned to serve.
Positioning feedback
Practical perspective on how your agency presents its strengths, proof, and differentiation.
Readiness observations
A view of what may strengthen or weaken conversion when the right opportunity appears.
Fit recommendation
A recommendation on whether deeper engagement with Setup may make sense, and what should happen next.
Important to know: Agency Assessment is required for Sustainable Pipeline consideration, but it does not guarantee acceptance, opportunities, or closed business. It is separate from Setup Certified, and agencies do not need to be Setup Certified before beginning Agency Assessment.
Agency Perspective
Outside perspective your agency can act on.
Agency Assessment helps agencies see their business through a clearer lens, including feedback from the people who know their work best.
“The analysis into our shop and its business was very insightful. We appreciated hearing the feedback, both the good and the constructive, from our staff and clients. It gave us plenty to work on as we look to become an even more effective and impactful agency.”
Paul Brusatori, Intermark
Agency Assessment FAQ
Common questions about Agency Assessment.
Answers to common questions about the assessment process, ICP review, positioning feedback, Sustainable Pipeline consideration, and what agencies receive.
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A: Agency Assessment is best for qualified agencies that want sharper ideal client focus, stronger positioning, stronger proof, and a clearer view of where they are best positioned to win.
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A: Yes. Agencies that want to be considered for Sustainable Pipeline need to complete a deeper evaluation. Agency Assessment helps Setup understand agency fit, readiness, category relevance, capabilities, and whether deeper engagement may make sense.
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A: No. Setup Certified is not required before Agency Assessment. The right starting point depends on the agency’s goals, readiness, and fit. Some agencies may begin with Setup Certified, while others may be better suited for a deeper Agency Assessment conversation.
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A: No. Setup Certified is a credibility credential. Agency Assessment is a separate paid evaluation focused on ICP, positioning, proof, readiness, and fit.
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A: Yes. Agency Assessment reviews ideal client profile, positioning, proof, category fit, services, readiness, and where the agency is best positioned to win.
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A: Agencies receive practical clarity on ideal client profile, positioning, proof, readiness, and whether deeper engagement with Setup may make sense.
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A: No. Agency Assessment does not guarantee leads, referrals, introductions, or opportunity volume. It is designed to clarify fit, sharpen positioning, strengthen proof, and improve readiness.
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A: No. Agency Assessment is a deeper evaluation, but acceptance into Sustainable Pipeline depends on fit, readiness, category needs, capability, market demand, and Setup’s current collective composition.
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A: Agency Assessment is a separate paid engagement. Pricing is shared with qualified agencies during the evaluation process.
Next Step
Find out if Agency Assessment is the right next step.
Agency Assessment is a separate paid evaluation for qualified agencies that want deeper clarity around ICP, positioning, proof, readiness, and potential next steps with Setup.
Talk Through Agency Assessment