A deeper look at your agency’s fit, focus, and readiness
Agency Assessment is a separate paid program for certified agencies that want a deeper evaluation of positioning, proof, ideal client fit, and readiness for a stronger relationship with Setup.
Agency Assessment is separate from Certified by Setup and requires a separate investment.
WHY AGENCY ASSESSMENT EXISTS
A stronger foundation for better-fit opportunities
Agency Assessment helps Setup understand how your agency is built, where it is strongest, what kinds of clients are the best fit, and whether your agency is ready for a deeper relationship with Setup.
WHAT IT IS
A deeper evaluation of your agency
Agency Assessment goes beyond Certification. It is designed to evaluate your positioning, proof points, ideal client profile, service focus, team readiness, and ability to convert the right opportunities.
WHO IT IS FOR
Certified agencies ready for more
This program is built for agencies that want a more strategic relationship with Setup and are willing to do the deeper work required to clarify fit, strengthen readiness, and pursue a more selective opportunity path.
WHAT YOU GET
What Agency Assessment helps clarify
Ideal client fit
Clarify the types of clients, categories, budgets, and business situations where your agency is most likely to succeed.
Positioning and proof
Identify the strongest ways to communicate your agency’s value, differentiation, relevant work, and client outcomes.
Readiness gaps
Surface gaps that may weaken conversion, follow-through, chemistry, or confidence when the right opportunity appears.
Setup fit
Help Setup evaluate whether your agency is a fit for deeper engagement, including potential consideration for Sustainable Pipeline.
THE PROCESS
A focused 3–4 week evaluation
The process is designed to be thorough without becoming a long consulting engagement. Setup reviews your agency’s services, proof points, client fit, positioning, readiness, and business development materials to understand where your agency can win.
Discovery and intake
Setup gathers information about your agency’s services, team, clients, categories, growth goals, and best-fit opportunities.
Positioning and proof review
We evaluate how clearly your agency communicates its strengths, specialization, outcomes, and credibility.
Fit and readiness evaluation
We identify where your agency is strongest, where there may be gaps, and whether deeper engagement may make sense.
DELIVERABLES
What your agency walks away with
Fit and focus summary
A clear read on where your agency is strongest and the types of clients Setup believes are most aligned.
Positioning feedback
Practical feedback on how your agency presents its value, proof, specialization, and differentiation.
Readiness observations
A view of what may strengthen or weaken your agency’s ability to convert the right opportunities.
Deeper engagement recommendation
A recommendation on whether your agency may be a fit for deeper work with Setup, including possible consideration for Sustainable Pipeline.
IMPORTANT DISTINCTION
Agency Assessment is not Certification
Certified by Setup is a credibility credential. Agency Assessment is a deeper paid evaluation. Completing Agency Assessment does not guarantee acceptance into Sustainable Pipeline, but it is the required step for agencies that want to be considered.
AGENCY ASSESSMENT FAQ
Common questions about Agency Assessment
Is Agency Assessment required?
It is required for agencies that want to be considered for Sustainable Pipeline. It is not required for agencies that only want to remain Certified by Setup.
How long does Agency Assessment take?
The process typically takes 3–4 weeks, depending on agency responsiveness, material review, and scheduling.
Does Agency Assessment guarantee leads?
No. Agency Assessment does not guarantee leads, referrals, or introductions. It helps Setup evaluate fit, positioning, and readiness for deeper engagement.
Does Agency Assessment guarantee Sustainable Pipeline acceptance?
No. It is a required step for consideration, but acceptance into Sustainable Pipeline depends on fit, category needs, capability alignment, readiness, and Setup’s current collective composition.
NEXT STEP
Start with Certification
Agencies interested in Agency Assessment should begin with Certified by Setup. If your agency is Certified and wants a deeper relationship with Setup, Agency Assessment can help determine the right next step.
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