Agency matchmaking for modern marketing teams

Find the right agency for the work you actually need.

Setup helps brands clarify their marketing needs and connect with qualified agency partners, including deeply vetted network agencies, certified specialty shops, and custom search options.

Whether you need a full-service partner, a niche expert, a nimble boutique agency, or a project-based team, we help you find the right-fit path.

Trusted by brands looking for better-fit agency partners

Great Clips Tetra Pak Bayer Red Bull NCR Siemens AG Newell Brands The Home Depot Floor & Decor American Cancer Society Randstad Allergan, an AbbVie company Georgia-Pacific Brooks Running

Explore how Setup helps brands find the right-fit agency partner

 

Find the right agency path

One agency model doesn’t fit every brand need.

Some brands need a broad, scalable agency partner. Others need a boutique PR firm, a local market expert, a social-first content shop, a specialized digital partner, or a project-based team that can move quickly.

Setup helps brands determine which type of agency partner makes the most sense based on scope, urgency, budget, category, internal resources, and desired outcome.

That might mean introducing you to one of our deeply vetted network agencies. It might mean considering a Certified by Setup agency from our private database. Or it might mean conducting a custom search beyond our existing ecosystem.

For broad needs Vetted agency partners
For specialized needs Certified agency options
For complex needs Custom search support

How matching works

How Setup matches brands to the right agency path.

We start with the brand need, not a preset agency list. Based on your goals, scope, timing, budget, and internal resources, Setup helps determine which agency path makes the most sense.

01

In-Network Search

For brands that need a highly vetted agency partner and want a faster, no-cost path to qualified introductions.

  • Connect with agencies from Setup’s vetted network.
  • Get recommendations shaped around your needs, goals, and scope.
  • Move faster when timing matters and the need aligns with our existing agency ecosystem.
Often free for brands because participating agency partners support the model.
03

Custom Agency Search

For brands with complex needs, highly specific criteria, or situations where the best-fit partner may sit outside Setup’s current ecosystem.

  • Shape the agency brief and ideal partner profile.
  • Search beyond the existing Setup ecosystem when needed.
  • Support a more structured agency evaluation, RFI, or selection process.
Custom search may be scoped as a paid engagement depending on the complexity of the need.

Not sure which path fits? You do not need to know before reaching out.

Talk Through Your Agency Need

What happens next

A simpler way to find the right agency partner.

You do not need to know which agency path is right before reaching out. Setup helps clarify the need, shape the path, and guide the process from first conversation to agency introductions.

01

Clarify the Need

We start by understanding your goals, scope, timing, budget, internal resources, and what kind of agency support would create the most value.

02

Recommend the Right Path

Based on the need, we determine whether an in-network search, Certified by Setup agency, or broader custom search makes the most sense.

03

Identify Qualified Agencies

We surface agencies that align with your goals, category, capabilities, working style, and desired outcome, so you are not starting from a generic list.

04

Support the Decision

We help guide next steps, introductions, feedback, and process alignment so your team can move forward with more confidence.

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.”

Ed Riegert III, Brooks Running

Ready to find the right agency partner?

Tell us what you need. We’ll help you find the right path.

Whether you need a vetted network agency, a certified specialty partner, or a broader custom search, Setup can help you move forward with more clarity and confidence.

Find Your Agency Match
 

Success stories

Real brands. Better-fit agencies. Stronger outcomes.

Brands come to Setup when they need more than a list of agencies. They need a trusted partner who can understand the need, identify qualified options, and simplify agency selection.

Setup has been my secret weapon, helping build strategy, streamline our marketing budget, and optimize our agency ecosystem. Their expertise has elevated our brand and digital strategy to the next level.

I knew I could count on Setup to find the right agency partner. They made the process smooth and effective. Highly recommend!

Ready to move forward?

Let’s find the agency path that fits your brand.

Whether your need is broad, specialized, urgent, or still taking shape, Setup can help you clarify the right partner model and identify qualified agencies worth meeting.


FAQs: Everything You Need to Know

HOW SETUP HELPS BRANDS FIND THE RIGHT AGENCY PATH

Finding the right agency partner depends on your goals, scope, timing, budget, and internal resources. Setup helps clarify what kind of agency support you need, then recommends the path that makes the most sense for your brand.

  • A: Setup starts by understanding your goals, scope, timing, budget, category, internal resources, and what kind of agency relationship would create the most value.

    From there, we recommend the path that best fits the need. That may mean introducing you to one of our deeply vetted network agencies, considering a Certified by Setup agency from our private database, or conducting a broader Custom Agency Search.

    The goal is not to force your need into one model. The goal is to help you find the right-fit agency partner for the work you actually need.

    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 may recommend one of three paths:

    In-Network Search: A faster, often no-cost option for brands whose needs align with agencies in Setup’s vetted network.

    Certified by Setup Database: A broader private database of agencies that have met baseline certification criteria and may be considered when a brand needs a more specialized, local, boutique, nimble, or project-based partner.

    Custom Agency Search: A broader search process for brands with complex needs, highly specific criteria, or situations where the strongest-fit agency may sit outside Setup’s current ecosystem.

  • A: That is exactly where Setup can help.

    Not every brand need requires a large full-service agency. Sometimes the right fit is a boutique agency, specialist, local partner, social-first content shop, website partner, PR firm, or project-based team.

    Setup helps evaluate the need first, then recommends the agency path that makes the most sense.

  • A: Certified by Setup is a credential for agencies that have met baseline Setup criteria.

    For brands, it gives Setup a broader private database of agencies to consider when a need is more specialized, nimble, local, boutique, or project-based.

    Certified by Setup does not replace Setup’s deeper vetted agency network. It expands our ability to help brands find the right-fit partner for a wider range of marketing challenges.

  • A: No.

    Setup’s deeper agency network includes agencies that have gone through a more selective evaluation process and may be better suited for larger, more strategic, or broader opportunities.

    Certified by Setup agencies have met baseline certification criteria and may be considered when a smaller, specialty, or right-sized partner is a better fit.

    Both can be valuable. The right choice depends on the brand need.

  • A: For many agency matches, yes. Setup’s In-Network Search is free for brands because our participating agency partners support the model.

    If your needs require a more customized search beyond our existing agency ecosystem, we may scope that as a paid Custom Agency Search.

    Either way, our recommendation is guided by fit: the right agency, the right scope, and the right partner model for your needs.

  • A: Timing depends on the complexity of the need.

    For many In-Network Search opportunities, Setup can often identify qualified agency options within 1–2 weeks.

    A broader Custom Agency Search may take longer depending on the specificity of your criteria, stakeholder needs, category requirements, and whether a more formal evaluation process is needed.

    The first step is a conversation so we can understand the need and recommend the right path.

  • A: After introductions are made, your team leads the agency conversations and decides which partner is the best fit.

    Setup can help guide next steps, provide context for the agencies, support feedback collection, and help clarify where things stand as you move through the selection process.

    Our role is to make the process easier, more focused, and more aligned from the beginning.

 

Insights for marketers

Resources for smarter agency decisions.

Explore practical articles, event recaps, and marketing insights designed to help brand leaders evaluate agency partners, understand market shifts, and make better decisions about the support they need next.

Keep learning with Setup

More ways to connect, learn, and make smarter marketing decisions.

Beyond agency matchmaking, Setup creates resources, interviews, and events that help marketers stay connected, informed, and ready for what is next.

01

Hear from marketing leaders.

Watch interviews with senior marketers sharing how they navigate growth, agency relationships, team structure, leadership, and market change.

Explore CMO Spotlight →
03

Connect with the marketing community.

Join exclusive events, conversations, and networking experiences that bring brand marketers, agency leaders, and industry peers together.

View Events →

Ready to find your right-fit agency partner?

Tell us what you need. We’ll help you find the right agency path.

Whether your agency need is broad, specialized, urgent, or still taking shape, Setup can help you clarify the right partner model and connect with qualified agencies worth meeting.

Find Your Agency Match