Marketing triage / Assessment

Are You Ready to Hire an Agency?

Score the things that determine whether an agency can actually help: offer clarity, conversion path, budget reality, review process, and whether branding is the right next buy.

Sheet 1

Agency readiness score.

Answer six simple questions. The goal is not to shame you. The goal is to avoid buying expensive work before the inputs are clear enough for that work to succeed.

Score Inputs
Can a stranger understand what you sell and why it matters?
Not everyone who could buy. The people you should reach first.
Booking, checkout, lead form, consult flow, follow-up.
CAC, LTV, margin, payback, or at least a rough target.
Especially important for healthcare, telehealth, and regulated categories.
One accountable person beats five vague approvers.
Results
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Readiness score
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Recommended next move
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Weakest input
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Waste risk
Sheet 2

True agency cost.

The proposal price is rarely the full cost. Add internal time, tools, production, media, and revision drag so you know what you are really buying.

Monthly Inputs
Strategy, creative, management, or full-service fee.
Ad spend, if the agency is managing campaigns.
Video, editing, landing tools, tracking, stock, contractors.
Meetings, review, approvals, revisions, handoffs.
Use a rough blended cost for founder/operator/clinical review time.
What the spend must create to feel worth it.
Results
$0
Visible agency + media spend
$0
Hidden internal + production cost
$0
True monthly cost
$0
Cost per new patient/customer
Sheet 3

What should you buy first?

Branding is useful. It is just not always the first purchase if you need near-term ROI. This sheet points the budget toward the closest constraint.

Pressure Test
Higher urgency usually means test closer to conversion.
If very generic, messaging/positioning may be the first fix.
Comments, calls, ads, search terms, consult notes, sales objections.
Traffic without action usually points to offer, page, or funnel work.
No traffic means distribution or content may need to come first.
Healthcare decisions often fail when the experience feels vague or risky.
Recommendation
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Buy first
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Probably later
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Test now
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Best-fit help
Sheet 4

Proposal decoder.

Use this before signing. The best proposals make the business question clearer. The riskiest ones make expensive deliverables sound like a strategy.

Check the Proposal
Proposal Score
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Proposal clarity
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Grade
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Unchecked items
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Next action
Phrase in proposal Plain-English question What good sounds like
Brand strategy What decision will this help us make? It clarifies who we are for, what we should say, and what we should stop saying.
Creative testing What are we testing: audience, offer, claim, format, channel, or CTA? Each test has a hypothesis and a learning goal.
Performance marketing What economics make paid spend worth scaling? CAC, payback, conversion rate, and downstream quality are discussed.
Awareness What should awareness lead to next? The agency names the next behavior: search, click, book, subscribe, refer, or reply.

Want a second opinion before you sign?

Send the proposal, scope, or pitch deck. I will help translate what you are buying, what is missing, and whether the spend matches your next growth problem.

Review my proposal