Agency Selection Scorecard
Take the guesswork out of comparing agency partners.
Choosing an agency can get subjective quickly. Setup’s Agency Selection Scorecard gives your team a structured way to evaluate agencies against the criteria that matter most to your business—from the initial RFI review through the final pitch.
With customizable criteria, weighted scoring, and side-by-side agency comparisons, the scorecard helps stakeholders evaluate each agency more consistently and make the final decision with greater confidence.
Open the Agency Selection ScorecardThe spreadsheet is view-only. Select File → Make a copy to create your editable version.
What’s Included
RFI Response Scorecard
Compare agencies before the pitch by evaluating their experience, expertise, resources, capabilities, and overall alignment with your needs.
Weight the factors that matter most to your organization and calculate scores across each agency to make your shortlist easier to evaluate.
Pitch Scorecard
Evaluate finalists during the pitch using customizable criteria such as strategic approach, creative, team, measurement, collaboration, chemistry, budget, and more.
Weighted scoring makes it easier to identify where each agency genuinely stands out—and where there may still be gaps.
Make a Copy Before You Start
The Agency Selection Scorecard opens as a view-only spreadsheet so the original template stays intact. Before entering agency information or scores, create your own editable copy.
Open the Scorecard
Click the button to open Setup’s Agency Selection Scorecard template.
Make Your Own Copy
In Google Sheets, select File → Make a copy and save the new version to your own Google Drive.
Customize Your Criteria
Adjust the evaluation criteria to reflect what matters most to your organization, then assign weights based on importance.
Score Each Agency
Use the RFI Response Scorecard during the initial evaluation and the Pitch Scorecard for finalists. Enter your scores and notes, then use the weighted results to support your team’s decision.
Make Agency Decisions With More Clarity
Define what matters most before reviewing agencies.
Give multiple stakeholders a consistent evaluation framework.
Compare agencies objectively across the criteria most important to your business.
Balance quantitative scoring with chemistry and qualitative observations.
Capture notes and impressions while they are fresh.
Create a clearer record of why one agency ultimately rises above the others.
Why Use an Agency Selection Scorecard?
The agency that gives the flashiest presentation isn’t always the agency best equipped for the work.
A structured scorecard helps your team establish priorities before pitches begin and evaluate every agency against the same standards. It doesn’t replace judgment or chemistry—it gives those factors context alongside capabilities, experience, strategy, resources, and fit.
Evaluate Agencies From RFI Through Final Pitch
Use Setup’s customizable scorecard during your next agency search to compare RFI responses, evaluate finalist presentations, and align your internal decision-makers around the right partner.
Open the Agency Selection ScorecardTo edit the template, select File → Make a copy after opening the spreadsheet.
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
Whether you are an Agency or a Brand, we have an array of services that can help you amplify your career. Learn more here.
