Step 1 - Submit startup documents

You will first fill out a questionnaire to help Setup understand your specific universe of team members, agencies and vendors. From there, Setup will review the collected information, formulate survey questions, evaluate your company’s vendor and staff list, and establish a contact cadence.

Step 2 - Partner + team interviews

Setup then collects survey responses (typically a mix of interviews and surveys) from your team and any key partners. The qualitative and quantitative data is analyzed to provide a well-rounded look into the team’s operations.

Step 3 - Presentation of results

Setup will present our findings along with a SWOT analysis to key team leaders. We will provided detailed recommendations and action items for your team.

Learn More About Marketing Ecosystem Consulting →

"Setup’s Marketing Ecosystem Consulting helped me quickly understand our internal marketing structure and external partners. Their insights were actionable, enabling fast, strategic decisions to optimize our marketing ecosystem."

— Melissa Minihan, Veritiv

Connect with capable and compatible agencies in the Setup agency network that can solve your marketing challenges, at no cost to your brand.

Step 1 - We Listen.
First, we work with you to understand your needs and where we can fill gaps.

Step 2 - We Analyze.
We align on a brief and compare your needs to the strengths and experience of our agency partners.

Step 3 - We Introduce.
We connect you with fully-vetted agencies within our network that best fit your needs.

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"Setup made finding the right agency effortless. With just one conversation, they understood my needs, vetted agencies, and streamlined the entire process. It was like matchmaking—I wouldn’t go anywhere else for agency search."

— Trisha Amin, AbbVie

9 in 10 marketers say that selecting an agency is a complex (and time-consuming) process. Whether you’re looking for a full-service marketing agency, a public relations firm, a specialized digital agency, or something else, we can help you connect with fully-vetted, compatible agencies that can solve your marketing challenges.

Step 1 - We Consult.

Setup works with you to understand your needs, align on an Ideal Agency Profile, and manage the full RFI/RFP process.

Step 2 - We Search.

We identify partners that fit your specific criteria such as location, past experience, personality type, values, etc., and we help you narrow the pool to the best finalists.

Step 3 - We Deliver.

We connect you with the agencies that fit your criteria, are eager for your business, and are ready to work!

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“Setup guided us through every step of finding the perfect agency, from stakeholder interviews to RFPs and final selection. Without their help, the process would have bogged down our team, delaying critical work. Highly recommend Setup for any brand seeking a Custom Agency Search.”

— Ed Riegert III, Brooks Running

A: Setup uses a comprehensive, proprietary process to match brands with the right agency partners. We assess key factors such as agency skill set, client roster, and industry experience to ensure alignment with your marketing needs and business goals.

You can choose between:

• In-Network Search: A fast, no-cost option that connects you with top agencies in our vetted network.

• Custom Agency Search: A paid, in-depth agency vetting process that goes beyond our network to find specialized partners tailored to your specific challenges.

Not sure which option is right for your needs? Let’s talk through your goals. We’ll help you determine the best approach to finding an agency that fits your business.

A: Setup offers two types of agency search services:

• In-Network Search: We connect brands with top agencies in our vetted network. This is a fast, no-cost option designed for brands looking for a highly qualified agency match within our ecosystem.

• Custom Agency Search: A paid service for brands with complex needs or highly specific criteria. We conduct an extensive search beyond our network, vetting agencies across the industry to ensure the best fit for your unique requirements.

A: Many brands struggle with fragmented marketing operations, overlapping agency partners, and inefficiencies across teams. Our Marketing Ecosystem Consulting provides a comprehensive evaluation of your current agency relationships, internal structures, and marketing processes. We deliver a customized roadmap that helps optimize agency collaboration, reduce inefficiencies, and ensure alignment between marketing efforts and business goals.

A: The timeline depends on the complexity of your needs:

• In-Network Search: We can match you with qualified agencies within 7–14 days.

• Custom Agency Search: Due to the in-depth vetting process, this can take 6–12 weeks, depending on search complexity and brand requirements.

Our goal is to streamline the process while ensuring you receive highly vetted, strategic agency recommendations that align with your marketing objectives.

A: Our In-Network Agency Search is completely free for brands. The cost is covered by our agency network. If your needs require a more customized agency search, we offer a paid service that includes in-depth research, RFI/RFP management, and strategic matchmaking.

Contact Us For Custom Agency Search Pricing Details

A: Setup partners with highly vetted, specialized agencies that have a proven track record of success in key industries, including technology, healthcare, lifestyle, retail, financial services, and nonprofits. Our agencies range from boutique experts to full-service marketing firms, ensuring we can match you with the right partner for your unique needs.

A: Once you’ve been introduced to your matched agencies, we provide:

• Guidance on the selection process, including key questions to ask during evaluations.

• Ongoing support if you need additional agency options.

• Post-match check-ins to ensure a smooth transition and assess the effectiveness of the partnership.

We’re here to make sure your agency selection leads to long-term success.