Agency Scorecard | Template for the Agency Selection Process

This free, interactive guide includes templates for evaluating potential agency partners in a pitch, RFP, or other competitive process.

An effective performance appraisal process for potential advertising agency partners is essential to ensuring a long-term fit for your business’ marketing goals. When designing these scorecards, Setup partnered with major brands - combining their actual scorecards/corporate policies for both selection and evaluation with our extensive experience working within the agency-client relationship - to create the most comprehensive marketing agency selection scorecard template.

This workbook was created to guide brands through an important agency performance evaluation process: selecting a new agency partner.

Evaluate your existing partners with this free agency evaluation scorecard.

Looking for an agency evaluation scorecard for your existing agency partners? Click here for our agency performance assessment scorecard.

Template For agency pitches/RFP Responses

Agency Selection Scorecard

This agency selection tool can act as an agency RFP scorecard or be used during an actual agency pitch/presentation.

Evaluate potential partners based on:

  • Pitch/Proposed Solutions

  • Partnership Potential

  • Cost

  • Experience

  • Capabilities


Setup can help your brand or business find a marketing company across any discipline:

  • Influencer marketing

  • Digital strategy

  • Content creation / content marketing

  • Full-service digital marketing agency

  • Traditional advertising

  • Public relations

  • Multi-channel marketing agency specialists

  • Experiential

  • Full-service marketing

  • Web design

  • SEO / online marketing

  • Mobile marketing

  • Multicultural

  • Social media

  • User Experience

  • Creative

  • CRM

  • Reputation management

  • Video marketing

  • Pay-per-click marketing

  • Analytics