How it Works


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Step 1 - External Evaluation

Setup starts its vetting process by surveying people on the outside of the agency, including:

  • Current clients

  • Past clients

  • Clients that chose a different agency in a pitch process

 
During the Agency Assessment, Setup interviews the marketing agency’s staff.

Step 2 - Internal Evaluation

Next, Setup surveys the employees currently working at the agency to understand how the internal dynamics of the agency are contributing to the perceptions uncovered in the external evaluation.   

 
During the Agency Assessment, Setup evaluate the marketing agency compared to their competitors.

Step 3 - Competitive Review

Setup highlights several competitors to understand the landscape in which the agency operates and how the agency stacks up

 
After the analysis, the Setup team presents a SWOT analysis and follow-up recommendations.

Step 4 - SWOT Analysis

Setup synthesizes the internal and external perspectives to outline the agency's strengths, weaknesses, opportunities, and threats. 

 
After the analysis, Setup provides recommendations for the marketing agency to move forward.

Step 5 - Recommend based on core strengths

Setup highlights areas where the agency does its best work, so that it can focus its service offerings. 


 
 
Setup (formerly known as AgencySparks) not only recommended an excellent agency partner... but they have also become a trusted go-to resource when it comes to marketing recommendations that can improve our business.
— Melissa Wilson | Marketing Director, ADAC