Skip to content
ROI.LIVE
Explore ROI.LIVE
Start with Jason
HOW TO CHOOSE A MARKETING AGENCY · INCLUDING ME

Choose an agency the way you would hire an operator.

Use these ten evidence questions to compare scope, costs, people and ownership. The worksheet is a practical discussion aid from ROI.LIVE, with proposal checks and contract terms to resolve before signing.
No purchase required. Keep a brief summary and next steps.
CANDIDATE SCORECARDSCORE 0 TO 2
01
What does it cost, all in, per month?
02
Who touches my ad account, by name?
03
Show me a named client with a dated number.
10 QUESTIONS · EVIDENCE FIRST · NO AUTOMATIC CUTOFF
$5,000Published starting retainer
$2,500Fixed-scope diagnostic, priced like a product
10Questions, 2 points each
3Tests that take 30 minutes
01
THE SCORECARD

Ten questions. Two points each. Score every candidate.

A total score cannot resolve a missing ownership clause, unaffordable budget or unclear accountable person.
Print or save the sheet and record the evidence beside each question. Score 0 for missing information, 1 for a specific answer with a gap, and 2 for an answer you can verify. The scores help compare gaps; this is not a validated predictor of agency performance.
MARKETING AGENCY · VETTING SHEET
ONE SHEET PER CANDIDATE · SEPTEMBER 2026
MONEY
01
What does it cost, all in, per month?
The answer you wantA published number or a range on the first call, with ad spend split from fees.
The dodgeIt depends, and then a custom proposal three weeks later with the media hidden inside one line.
SCORE 0 · 1 · 2
02
How do you make money besides my retainer?
A useful answer

Disclosed fees, markups, commissions and referral relationships, with who pays each one. A disclosed commercial arrangement is not automatically disqualifying.

Follow up

Ask which partner relationships affect the recommendation or price.

SCORE 0 · 1 · 2
OWNERSHIP
03
Who physically touches my ad account, and what is their name?
The answer you wantA named person with an email you can hold today.
Follow up

Ask who is assigned, when names are confirmed and who provides cover.

SCORE 0 · 1 · 2
04
How many clients do you carry at once?
The answer you wantA cap and a current count, in writing.
Follow up

Ask how staffing, workload and response expectations are matched to your scope.

SCORE 0 · 1 · 2
PROOF
05
Show me a named client with a dated number.
The answer you wantA client you can find, a date, and a figure, on a page you can revisit.
Follow up

Confidentiality may limit naming. Ask for permissioned references or enough redacted evidence to understand the result and its limits.

SCORE 0 · 1 · 2
06
What does a failed engagement look like in your history?
The answer you wantA real one: what went wrong, what changed.
The dodgeWe have never had one.
SCORE 0 · 1 · 2
EXECUTION
07
What happens in the first 30 days?
The answer you wantYour accounts opened and read, a written plan with owners and dates.
Follow up

Discovery can be useful. Ask for its scope, cost, outputs and the date when decisions follow.

SCORE 0 · 1 · 2
08
What number will you be measured on?
A useful answer

An agreed outcome and the diagnostic measures needed to explain it, with costs, sales lag and attribution limits stated.

Follow up

Ask how the dashboard connects relevant activity to qualified demand and the business outcome.

SCORE 0 · 1 · 2
EXIT
09
Who owns the accounts and assets on the day we stop?
The answer you wantYour account control and custom-work rights are written down, with licensed third-party assets and handover terms identified.
The dodgeWe will work that out if it comes to that.
SCORE 0 · 1 · 2
10
What is the minimum term?
The answer you wantA number in writing, and what it takes to leave.
Follow up

Read the commitment, renewal notice, cancellation terms and handover obligations.

SCORE 0 · 1 · 2
2 per questionSpecific evidence you can verify
1 per questionAn answer with a gap to resolve
0 per questionInformation still missing
Run the same questions on every candidate, including ROI.LIVE. Resolve critical terms before signing, regardless of the total.
02
BEFORE THE SHORTLIST

Choose the work before choosing the job title.

Choose the responsibilities you need covered before comparing provider titles.
Provider titles overlap. Ask who will decide, produce, approve and measure the work; several organizational models can cover those responsibilities.
Four situations and the responsibilities to hire for
Your situationResponsibility to coverWhat to check
You have a validated plan and need productionA named production team or specialistDeliverables, review rounds and handover
You have marketing activity but no owner of the numberA senior marketing owner with authorityWho sets priorities and coordinates sales
You have direction and need ongoing team managementA director or delivery leadThe authority, staffing and employment cost
You need a second opinion on the planA consultant or specialist with a defined scopeA useful output and a limit on the work

The wider comparison of roles and costs is on the fractional CMO page.

03
THREE TESTS

The 30-minute tests, before the contract

References tell you the past. These three tell you the deal.
01

The evidence test

Choose an important proposal claim and ask for its source, reasoning and the decision it supports. A writing-style comparison with an AI model cannot establish whether the proposal is original or useful for the business decision.
Checks: source quality and reasoning
02

The old-client test

Request a relevant historical reference with permission. Ask what the agreed scope was, what changed and how the team handled a period when the work fell short. One reference does not represent every engagement.
Catches: cherry-picked proof
03

The ownership test

Ask for account ownership, access and handover terms in writing. Identify any licensed platform or third-party asset that has different terms.
Catches: the exit that costs a year
04
THE RED FLAGS

Six red flags hiding in the contract

These are terms and evidence gaps to clarify. This checklist does not determine whether a contract term is lawful or enforceable.
01

A price with no term

A monthly rate with no stated commitment means the term arrives later, in a renewal conversation you did not plan for.
02

A term with no exit

Read the initial term, renewal process and notice deadline. Decide whether the commitment fits the work and your ability to evaluate it.
03

Percentages with no names

A percentage without a baseline, period, cost basis or method is hard to assess. Ask for enough permissioned detail to verify what the figure means.
04

An onboarding phase without defined outputs

Discovery and access work can be necessary. The proposal should define its duration, cost and output, and show when the baseline is captured before changes.
05

Silence on exit ownership

Clarify who owns the domain, accounts, analytics, creative and custom work, and how handover works. Do not infer ownership from silence.
06

The familiar proposal

A familiar template may still contain useful work. Check whether the recommendations use your evidence, explain tradeoffs and name concrete deliverables.
05
THE STANDARD

What transparency looks like, published on this site

Here is the bar. Hold anyone to it.
Jason Spencer, founder of ROI.LIVE, in the ROI.LIVE office in Asheville, North Carolina
THE PERSON WHO PUBLISHED THE ANSWERS
“You are in what I would consider a way behind industry. That is good news, because your competitors are not difficult to leapfrog.”
JASON SPENCER · FOUNDER, ROI.LIVE · ASHEVILLE, NC
ROI.LIVE publishes a $5,000 starting retainer and a separate $2,500 written diagnostic. The agreement confirms scope, term, production capacity and availability. Cases on this site state their measurement limits. Use the same questions here that you use with another provider.
$5,000
Starting management fee. The written scope states the people, work, term and separate costs before commitment; company revenue does not determine the package.
$2,500
A separate written diagnostic. Scope, payment and delivery terms are confirmed before purchase; the Free introduction is a different service.
06
QUESTIONS

Questions people ask while they are deciding

What should I ask before hiring a marketing agency?

Ask about the full cost, commercial incentives, named people, workload, relevant evidence, delivery plan, measurement, ownership, minimum term and handover. Record the evidence and unresolved gaps beside each answer.

Does the worksheet score tell me whom to hire?

No. It is a comparison aid, not a validated prediction. Resolve critical budget, ownership and accountability terms before signing, even if the other answers score well.

Agency, consultant, fractional CMO or in-house?

Choose the responsibilities you need first. Providers can overlap in strategy and execution. Identify who decides, produces, approves and measures the work, then compare the models against that scope.

How long should the contract run?

There is no universal minimum that fits every project. Match the term to the deliverables, review points and financial commitment. Read renewal, notice, cancellation and handover terms before signing.

Can an AI writing test tell me whether a proposal is good?

No. Ask for the sources, reasoning and business decisions behind the recommendations. Similar wording does not establish poor strategy, and polished wording does not establish strong evidence.

How does the free call differ from the $2,500 Snapshot?

Free introduction is an initial conversation about the business and possible next steps. The Growth Constraint Snapshot is a separate written diagnostic. Its scope, payment and delivery terms are confirmed before purchase.

Keep reading

ECOMMERCE
The ecommerce marketing page
How paid, lifecycle, search and store work fit together, with measurement limits.
HOME SERVICES
The home services marketing page
A published cost per signed job for trades where one job is worth thousands.
B2B
The B2B marketing agency page
Opportunity definitions, stakeholder mapping and the sales handoff.
THE NEXT STEP

Bring your numbers.

Run the sheet on ROI.LIVE. If I dodge, hire someone who did not.
Free 15-minute growth call. Keep a brief summary and next steps; detailed investigation is separate.