Let’s face it, whether you’re wrangling marketing campaigns or herding creative cats at an agency, the siren song of an agency review probably ranks somewhere between ‘filing your taxes’ and ‘attending a mandatory trust fall exercise’ on your list of thrilling activities.

So, let’s ask the question: Could the drama… gasp… be emanating from your side of the digital divide?

Indeed, while agency reviews often gallop onto the scene because the relationship has been left to its own devices – un-reviewed, un-discussed, un-maintained, and generally feeling a bit neglected – they also pop up because both parties have skipped a few fundamental self-reflection sessions. You know, those moments where you bravely ask yourself, ‘Are we actually nailing this?’ and then, with bated breath, solicit some honest-to-goodness feedback.

Therefore, the million-dollar question, the one that could save you from the review rodeo, is this: How do you artfully convince yourself, and more importantly, your entire organizational ecosystem, to take a long, hard, and perhaps slightly humorous look in the mirror and honestly assess if you’re truly bringing your A-game?

Here are a few ideas…

Start by listening

First thing to do is listen. Yes, listen.

Start by listening to what your team has to say about what’s working and what’s not, and how they think the agency / client relationship is or isn’t working. For best results ask individuals -not groups – because if there are personality clashes, you’re more likely to uncover problems individually rather than in larger groups. In all cases, ask for their suggestions on what should be done to improve. Above all, listen and don’t challenge.

Take a proper temperature check

Second thing is to do your own temperature check by talking to your client / agency directly and asking for their honest view of how the relationship is / isn’t working. Ask for specific examples wherever possible and solicit suggestions for how your team might improve.

But what if your team has said it’s ‘them‘ and not ‘us‘?

If your team is pointing to the client / agency as the problem, ask for the client / agency perspective on your team’s feedback. While some might suggest that’s a risky move, I’d suggest there’s no better opportunity to open the door to a constructive conversation by saying ‘hey, I’m hearing from my team that x may be an issue in our relationship… do you have any thoughts on that…?‘ The goal here is not to solve the problem on the spot, but open a dialogue that will lead to a collaborative solution.

Do a proper relationship evaluation

For a more formal look in the mirror, regular third-party evaluations can save both sides time, effort and a lot of angst. Most important, a good third-party evaluation will help answer that gnawing question – is it them or is it us? Or perhaps both. An evaluation conducted once or twice a year will help proactively address issues before they become relationship killers, and keep the dialogue focused on creating a valuable relationship for both sides.

Dust off your contract

Sometimes it may not be them or you. It may be your contract. If your agency contract hasn’t been looked in the last two years, re-articulating needs, requirements, expectations, remuneration structure – even staffing requirements – can help improve the health of your relationship. 

In some cases issues come up for discussion during the contract review that the other party wasn’t aware of. Dealing with them in contract form can give both parties the opportunity to articulate and negotiate potential solutions – way more expedient than triggering an agency review.

Take a look at the money

The number one issue we hear that’s creating an issue is money. If costs are creating pressure in your own client / agency relationship, a cost benchmarking exercise can help diffuse tensions by bringing clarity to your agency cost structures. A good benchmarking exercise proactively takes the mystery out of costs and enables both marketer and agency to have a meaningful dialogue around cost expectations – without fracturing the rest of the relationship.

The key to preventing an agency review – whether you’re a marketer or an agency – is always to ensure dialogue around issues (even potential issues), is grounded in factual data rather than emotional supposition.

What tools do you use to manage your agency / client relationships? Or do you need help to find out if you’re the problem instead of them?

If you’ve ever bought a house, chances are that before you made the commitment to purchase, you envisioned actually living there. In doing so, you could see the potential the house had to meet your lifestyle for the next five or ten years – perhaps longer.

It’s unlikely you interviewed previous owners on their experience with the house, because their requirements and lifestyle were likely irrelevant to your purchasing decision.

You likely narrowed your criteria by making sure the house was the right size and in the right location and had various attributes that differentiated it from others.  But once those criteria were met, you envisioned the potential the house had for your own needs.

So when searching for a new agency, it’s strange that most marketers (and corresponding search processes) tend to focus on agencies’ past performance, rather than their future vision.

In other words, are previous strategies or creative ideas for other businesses (likely unrelated to yours), really the best measure of an agency’s future performance on your business?

You’ve likely selected the agencies you’re looking at based on their size, capabilities location and lack of conflicting business.  But instead of looking deep into the past to see if the agency is right for you, why not look into their future as a better measure of their ability grow your business in the future?

Here are ten future focused questions worth considering:

What’s the agency’s future vision for your business?

Even if the agency doesn’t have all the pieces to be able to answer this in entirety, it’ll help understand both how the agency thinks and get a sense of how they view your business in the future and how they can meet those needs.

What’s the agency’s view of their business?

The view of their business is an equally important measure of the future.  By understanding where they see the advertising, digital and / or media businesses are heading, you can start to build up an understanding of they’ll be thinking about adding real value to your business

Who and how are they hiring?

Understanding what positions the agency is planning to hire for also provides a good window into which areas the agency is planning to grow.  Digging deeper and looking at what qualities they really value, will also help define the kind of agency it will be – versus the kind of agency it’s been in the past.

How does the agency experiment? 

Responsible experimentation is an important ingredient in any company’s ability to grow. Hands-on learning, experimenting with solutions, approaches or technologies, are good measures of their ability to evolve as the business continues to evolve.

What’s the staffing model?

Flexible staffing models are a leading indicator of a baked-in readiness for inevitable change. Flexible staffing models also signal an ability to adapt to market conditions and your requirements as they evolve. 

What’s the agency working on?

Instead of asking what the agency has worked on in the past – try asking what they’re working on now. This isn’t about asking for trade secrets – it’s about asking other client’s real-time enthusiasm or confidence in the agency’s ability to solve problems for tomorrow and how the agency is planning to evolve for the future.

How will they solve your problems?

Again, this isn’t looking at past problems for other clients, it’s about you and your business. Defining how they propose to solve your problems will give you an idea of how they’ll go about tackling and solving future issues.

Who are the real agency thought leaders?

Aside from case studies and news releases, an agency’s social footprint is a good measure of where the real thought leadership is coming from. Look at blog or Twitter feeds and ask where current thought leadership is coming from and how that fits with the future of the agency and your business.

Who’s at the table?

Who’s doing the talking or, if it’s a written credentials assessment, what’s the focus?  Is the big picture traditional media or is it an evolving multi-channel, multi-screen experience? These answers will give you a view of what the agency views as most important and how they propose to focus on your business.

What’s the vibe?

Perhaps the most important evaluation metric is your take on the agency’s chemistry or vibe. How are groups set up and positioned for idea exchange and collaboration? These are the teams a that’ll work on your business if you choose them.

So, what’s a better approach in searching for a new agency? Looking in the rear view mirror at what an agency has done in the past?  Or taking a peek into the future to unlock future problems and deliver future results?





The news that Hudson’s Bay, a retail institution with roots stretching back over 350 years, is facing closure is undeniably sad. For many Canadians, including myself, the Bay has been a fixture of our shopping experiences for decades.

I fondly recall the quirky “Great names at the Bay” commercials featuring CEO Bob Peter – one with Cher – a truly unique moment in Canadian advertising back in the ’90s.

And who could forget the excitement of the “Scratch ‘n Save” weekends, where discounts were a game of roulette at checkout?

Most of my kitchen once came from the Bay – fridge, dishwasher, kettle, toaster and all sorts. I can still remember the friendly salesman – Murray – who helped me snag the best deal and sometimes encouraged me (ever so quietly) to wait a week so for a better price.

The potential closure has far-reaching consequences with nearly 10,000 jobs at stake and the Bay’s up-market cousins, Saks Fifth Avenue and Saks Off 5th also in the liquidation boat.  

And for long-time Hudson’s Bay shoppers whose reward program is now paused? Well, that’s just the cherry on top of this retail sundae of sadness.

So what went wrong?

Looking back, it’s perhaps easy to pinpoint some of the challenges the Bay faced.

Covid had a devastating impact and retail traffic – particularly in malls – has been struggling ever since.

In my view, the Bay’s online presence was lagging behind the times: Browsing was less window shopping and more what I can only describe as ‘labyrinth navigation’. Search filters were either limited or required a PhD in Advanced Boolean Logic of Retail Frustration. And if you actually did manage to buy something, fulfillment moved at the speed of a sloth.

Moving in-store – or at least outside – I vividly remember the Bay’s doors at Yonge and Bloor in Toronto were always a challenge: Half a dozen glass doors – some would open, some wouldn’t. And the odd one that did was extraordinarily heavy to move.

The pins that littered fitting room floors. The confusing mishmash of music that created a chaotic shopping atmosphere. Or perhaps it was the escalators staging a permanent sit-down protest – turning a simple shopping trip into an unexpected workout? And let’s not forget those rebel store hours that played hide-and-seek with mall hours.

Is this farewell…?

I took a nostalgic walk through the Bay’s Queen Street location last week which was equally challenging: More locked doors, coupled with extensive street construction that make this last remaining bastion of retail familiarity a fragile choice for survival. Familiar out of service escalators, empty shelves and very few staff only reinforced the feeling that this once vibrant retail landmark is also on borrowed time.

It’s like that friend who keeps saying “I’m fine!” while their life is clearly on fire in the dumpster. Except this time, the dumpster fire is a national retail institution. And sadly, the Hudson’s Bay’s 17th-century fur trade origins don’t seem to be able to protect it from 21st-century retail realities.

So, perhaps this is farewell, Hudson’s Bay. While the future remains uncertain, the memories of browsing through slightly dusty shelves and the thrill of finding a hidden gem with my Scratch ‘n Save card will linger.  And we’ll always remember the Bay, even if we had to climb a few flights of stairs to find a deal.

Let’s face it, this constant back-and-forth with tariffs between Canada and the US is starting to feel a bit like a bad reality show. One day, it’s lumber and steel. Then it’s oil.  It’s a dizzying dance of economic jabs and counter-punches which is all a bit pointless.

Remember the great toilet paper panic of 2020…? Everyone was scrambling, stockpiling, and creating a temporary shortage. The shelves were bare, anxiety was high, and for what? Nobody knew where to put all that toilet paper (while it was neatly rolled-up that is), eventually the supply chain caught up and things returned to normal.

Well that’s exactly what these tit-for-tat tariffs feel like. A frantic, short-sighted scramble that ultimately solves nothing. Politics aside, we’re exhausting ourselves with worry and ‘what-if’ scenarios, creating unnecessary friction, and for what? A fleeting sense of ‘winning’?

And while we’re on the subject of seemingly pointless nationalistic displays, can we talk about the booing during national anthems at sporting events? It’s a baffling performative act of dissent that feels more like mindless sheep-like behavior than a genuine expression of political opinion. It’s like booing your best friend because it’s raining. 

We’re all focusing on the wrong things. Getting caught up in the noise, the drama, the manufactured political conflict, and losing sight of what truly matters.

Which brings me to advertising.

Are marketers and their agencies now becoming overly concerned with the nationality of their brand partners? – ‘Are they American-owned?’ ‘Are they Canadian-based?’ This focus on geographic affiliation is, in many ways, just as distracting as the tariff debates and anthem booing.

Here’s the truth: The best advertising isn’t born from a flag on a building. It’s born from the talent, creativity, and dedication of the people within. It’s about the ideas that spark, the strategies that resonate, and the results that drive the business.

Instead of fretting about corporate headquarters, marketers should focus on their products and services.  And agencies should focus on the work and the impact it creates.

Because until the political circus hires a new set of clowns, we’re stuck with it.  But that doesn’t mean we have to start booing our best friends or wringing our hands and working all night because your favourite chocolate bar may or may not have started its life somewhere else.

Let’s leave the tariff tantrums and anthem antics to the politicians. And let’s redirect our energy towards what truly matters: building strong relationships, fostering creative excellence, and driving meaningful results.

In the advertising world, and in the broader context of the US-Canada relationship, that’s where the real victory lies.

Photo by Freepik.

Surprising as it may seem, clients can sometimes get as tongue-tied asking questions in a pitch as agencies can when answering.  Nerves, large groups of people, discussions or presentations that run over time can all contribute to important questions being left unasked.

And worst of all, is that stoney, deafening silence when someone asks: ‘any questions…?

We’re often asked by clients to talk through some ‘big-picture’ questions before heading into a pitch and here are a few that may provoke some revealing answers about who you’re meeting with, their philosophy towards client relationships and yes, whether they’re right for you:

Thought leadership

Who here on the call actively participates social media for business purposes? 

Ask for an online show of hands as to who’s generating content for blogs, Instagram, or tweeting about what’s going on in the industry.

Why the question’s important:

The purpose of the question is to see where the unrehearsed thought leadership is really coming from and how valuable that thinking could be to your business.  Who put their hands up? The CEO?  Or was it the junior account guy? All of them? None of them?  If the word “digital” or “social” was mentioned even once in the pitch, you should have a reasonable expectation the prospective agency is practicing what they’re preaching.

Once you know who’s doing what, ask for some examples of specific -recent – tweets or blogs to get a feel for the content, commentary and subject knowledge.

Other success

Which of your current clients can we talk to you about recent results? 

Why the question’s important:

You’re eliminating the subjective and getting right to the bottom line.  This isn’t about how the agency works or what the chemistry is like  – it’s about current or recent tangible results that the prospective agency has actually achieved for current clients.  And in case anyone’s forgotten, the role of any agency (whether brand, digital or media), should be to deliver results for clients (including you).

Specific costs

If we were your client today, what would this meeting have cost us?

Why the question’s important:

It cuts through hypothetical fee proposals and rate cards and gets to the heart of how the agency bills for its time and services across a broad spectrum of resources.  Consider that you’ll likely be tapping on all the resources that showed up for the pitch at one point or another – so why not find out what things really cost now?  One more thing… make a note of the final number and if they’re the winning agency, you’ve got a benchmark for future strategy and / or campaign development.

Why us?

Tell us why do you want to work with us.

Why the question’s important:

The agency’s answer should give you some insight into the potential fit with your team and your business because it should encourage them to highlight what’s really important about you as a client to the pitching agency.  Generally speaking, you want to hear answers that reflect a passion for whatever business you’re in – or skills and resources that would be a perfect match for you as a client.

First result

What’s the first result you’d reasonably expect to achieve if you won our business?

Why the question’s important:

Their answers will give you a perspective on how they view your business as it stands today and their proposed initial areas of focus.  In most cases, marketers are searching for an agency that can hit the ground running and make a measurable difference in the first ninety days or so.

If the answers are vague, or focused in areas that you don’t think will make a short-term measurable difference, you should probably think twice or, at the very least, ask more questions.

So if you’re heading into a pitch any time soon and want to avoid an awkward silence after ‘any questions...?’ – wonder no more.  And the answers might be quite revealing.

I’m a little embarrassed to admit our website hasn’t been changed in um… a few years.  OK, eight.  And it’s been way too long.

It’s not often I get to play in the creative sandbox.  As marketing management consultants it’s our job to help find the right agency, help clients ask the right questions or negotiate the deal.  Never do we get the opportunity to play creative director!

And anyway, as marketing consultants how creative could we be…?  But I figured if we’re going to walk the talk, we should at least have a website that doesn’t make people yawn.

So, we made a conscious decision: No stock photos. You know the ones – people laughing hysterically at the arrival of  blueberry muffins, or high-fiving in front of a pie chart like they just won the lottery. We’re pretty sure those photos are responsible for at least 30% of internet fatigue.

The Quest for Non-Boring Visuals

We needed something different. Something that reflected our effective approach and solid reputation but something that was also little off kilter to enable us to stand-out from being ‘just another consultancy…’

Enter the incredibly talented, and thankfully hilarious, Rachel Riordan.

I’ve known Rachel for years.  A visual soulmate. Wrapped up with an acerbic wit not to be trifled with.

So I wrote a brief (yes, really…) and asked for illustrations that were eye-catching, memorable and, dare we say, a little bit weird (in the best way possible). Rachel’s quirky sense of humour and her ability to translate that into charmingly odd visuals was a match made in illustration heaven.

When I tell you that Rachel described the collaboration process as ‘designs fueled by Prosecco and mental breakdowns…’  interspersed with uncontrollable giggles, you’ll get where we’re coming from…

The final product? A website that doesn’t take itself too seriously but gets the information across.

So please, mosey on over to listenmore.ca and have a look. And we promise, no forced smiles or blueberry muffin-induced euphoria required.

A Standing Ovation for Rachel Riordan as I can’t sing Rachel’s praises enough. Check out her portfolio at luckybones.ca

And now it’s your turn… Let us  know what you think of our new digital digs.

Our annual Canadian Agency Pitch Report is complete! Findings reveal a 15% increase in pitch activity in 2024 compared to 2023. The report, which tracks agency pitch activity across Canada, finds that despite economic headwinds, 176 pitches were tracked in 2024.

We believe the continued upswing in pitch activity, particularly following the record-breaking 195% increase in 2022, demonstrates a dynamic shift in the marketer landscape

Key findings from the report include:

Even with the most modest improvement in economic conditions, we expect this trend to persist into 2025, as AI-driven solutions continue to redefine agency and marketer responsibilities.

The goal of the report is to provide the marketing community and Canadian agencies with an overview of the buoyancy of the Canadian agency pitch market, while providing insight on the most and least active sectors year over year.

The full report can be purchased by clicking here

When it comes to assessing, reassessing or creating new agency agreements, most marketers now ask us about structuring some kind of pay for performance terms as part of their overall agreement.

But coming up with a pay for performance model is actually the easy part. The hard part is ensuring our clients are corporately prepared for what pay for performance really means, the implications for managing such agreements and how they need to be administered. Once you’ve reached the ‘yes, we want something like that in our agreement’ stage, there are some tough questions to ask of your own organization before attempting to craft pay for performance terms. In our experience, there are typically six key questions marketers should be asking themselves:

Do you have executive level buy-in?

Pay for performance is a commitment from your organization to do just that – pay for an agreed level or standard of performance across a number of pre-defined metrics. Generally speaking, other executive functions are going to want to know, understand and agree to those metrics – even if it’s only as far as the CFO. What you don’t want is your CFO (or anyone else for that matter), baulking at terms after you have an agreement in place.

Do you have sufficient budget?

Any marketer that enters into a pay for performance agreement needs to be prepared to pay for the maximum upside that’s contemplated in an agreement.  Sufficient budget needs to be set aside in the event your agency(s) hit it out of the proverbial park, so that you can pay them within the time period specified.

Can you define meaningful, measurable metrics?

Yes, this is the tricky part. The success of most pay-for-performance agreements hinges on marketers and their agencies agreeing on specific, measurable, and meaningful metrics directly tied to the performance of the agencies concerned. Marketers must look at a balanced mix of agency behaviours, marketing activity developed by their agencies and tangible business results tied to those activities.

Do you have a robust evaluation system?

Any pay for performance needs to be based on some kind of predefined and formalized evaluation process. Your agencies are going to want to know how they’re going to be measured, who’s going to be evaluating, and when their evaluations will take place each year. The keys to any evaluation system are that your process and timelines need to be consistent, and of course – fair and objective.

Are you prepared to share your results?

No, I mean – really share your results. Because performance metrics will have some measure of marketing or business results tied to them – whether it be sales, conversion rates, year over year growth or other potentially sensitive information – you and your executive team need to be ready, willing and able to share those results with your agency(s) and back-up their respective sources.

Are you in it for the long haul?

Once you’ve initiated a pay for performance agreement, marketers should be prepared to stick with it.  In a scenario where you’re paying out on year one for example, shouldn’t have you running for the hills and tearing up the agreement.  Agreements work best when fine-tuned year over year and performance weighed against previous year’s results. So if pay for performance is something you’re contemplating now or in future agreements, consider whether your organization is really ready and how you’ll manage internal and agency expectations.
Image by freepik

Whether or not you’re currently contemplating a pitch, chances are it’s something you’ll have to deal with at some point in corporate life.

While it’s true, some pitches can be complex and the process can be time consuming or disruptive, they don’t have to be. There are some simple steps you can take to set your pitch process up for success and perhaps even enjoy the process along the way.

Whether or not you’re contemplating an agency search consultant to help, here are some dos and don’ts to help get your pitch process off to a great start and keep things on track while you select the agency that’s right for you:

THINGS TO DO

Come to a strong point of view on why you’re looking for a new agency

Sounds easy but unless you’ve got some outside help, the real answers can be tough to uncover.  Ask yourself why you’re looking for an agency now. How does your incumbent agency really feel about you as a client? Do they have insight into how your organization works that would help in searching for a new agency?

Drill down into what you’re looking for and why

One of the things we hear most often is “creative! – they’ve got to be creative”.  Fair enough.  But is your incumbent creative?  And if so what aspects of the relationship aren’t working?  Quality control?  Budget planning? Delivery?  Or is the incumbent not creative because there’s a briefing or other input issue?  Finding out the why’s now will help deliver a stronger solution at the end of the process.

Be prepared to ask and answer some tough questions

Parting ways with your incumbent agency can be a bit like a divorce.  Set aside the harsh comments and take a really good look at your own organization, process and teams and ask what you could have done and will do better in future.  Again, this is difficult without outside, objective help from an Agency Search Consultant, but asking tough questions can reveal a lot about your organization, how you work and the kind of agency that’s really suited to your needs.

Be flexible

You think you’re after something in particular when in reality the qualities you’re most looking for may appear unexpectedly. The search process, if done correctly, should provide a spectrum of agency approaches and capabilities which help frame up what’s really right for your business.

Empower a small, dedicated team

It’s very difficult to steer an agency search by committee, so creating a small empowered team to help manage your pitch process will help deliver the best result. And yes, you may have corporate in there, the marketing group wants key representation, IT want to make sure you’re not hiring the techno-illiterate, finance want to look at the numbers and several other groups have found time to come up with their own opinion.

But I implore you to whittle those numbers down and create a focused and empowered team to drive this process on your company’s behalf.

Make sure your (real) team meets their (real) team

OK, it’s true – sometimes the agency brings their ‘A’ team to party and the pitch team isn’t always the team that’s going to work on your business.  And if we’re honest here, sometimes the same can be said of clients.  Senior executives are part of the pitch process and those in the trenches sometimes never get to meet the agency until handover day. So at some point in the process make sure you have a live working team meeting.

And then…

THINGS TO AVOID

Forget you need a budget

The reality is, the pitch process is going to cost you something and it’s obviously good business practice to make sure you’ve accrued enough to see you through the process.  Are you going to compensate agencies for strategic or spec work? How many agencies times how much? Is there travel involved?  Do you want to capture soft costs against time spent?  The other benefit of this exercise is it can help keep everyone focused on keeping the process on track.

Have all the presentations at your office

Sounds silly but it’s true. To get a true measure of agency chemistry, where your future team operates and how their agency is physically set-up can be insightful.  Are offices open and set up for collaboration?  Do you get a good sense of teamwork?  Does everyone seem happy or are they running around like headless chickens – and how would they integrate your business into their day-to-day?

Throw everything you can think of into a project brief

A project brief should a window into how your proposed agencies tackle problems, think, work and demonstrate their ability to come up with solutions within a defined period of time.  Expecting agencies to solve a massive strategic challenge in one pitch meeting is unrealistic.

Get distracted by shiny objects

I’ve never been a big fan of stunts, short-term one-off technical maybe’s, or highly finished creative simply because it distracts from the core question:  Is this agency right for our company for the mid to long-term?  There can be any number of criteria you’re looking to evaluate so make sure those criteria are held front and centre – even in the face of shiny objects.

Make the process inconsistent

Once you’ve started your search – you have to be consistent and ensure there’s a level playing field for all participants. This applies to process, answering questions, evaluation criteria and consistency of participation among your core team – either in or out from start to finish.  Again, this is something an Agency Search Consultant can help you with.

Overthink the process

Yes – switching agencies can be disruptive. It can be time consuming and it can prompt tough questions within your own organization about your own marketing approach. But in the end, remember the reason you’re in a pitch process is to create a stronger marketing offering and to help create a stronger business for your company.

If you’ve done your homework and hold fast to some of these basic principles during the process you can rest assured you did good.

So do good. And focus on finding the right agency that’s right for you. If you’d like to know more, call us or ask the Association of Canadian Advertisers for their best practice guide on Searching For A Marketing Communications Agency Partner authored by us.

Image by rawpixel.com on Freepik

For most marketers (and agencies), the answer to the question, ‘when’s a good time for an agency review…?‘ is likely, ‘never!

Yes, sometimes the decision to undertake an agency review is clear:  International alignment.  Competitive conflict.  Regional mandates.  Perhaps even irreconcilable differences. But what if the reasons aren’t so clear yet there’s something gnawing at the back of your mind that an agency evaluation or review is something you should consider?  Those reasons can often point to bigger issues and underscore the fact you’re not maximizing value from a particular agency relationship. So whether you’re contemplating a full agency review or thinking about a formal agency evaluation with agency search consultants, here are ten warning signs that your agency relationship isn’t as strong as it needs to be:

Team members are leaving and retention is becoming an issue

Whether it’s your team or at the agency, poor retention is an early warning sign that the relationship could use a check-up.  If the team members are within your own organization, take extra time with an exit interview and really dig for the underlying causes.  If the team members are on the agency side and you really valued their contribution to your business – find them on LinkedIn and ask for their feedback and perspective on the relationship.

New ideas aren’t forthcoming

When was the last time your agency came to you with a really innovative idea for your business?  I’m not talking about an added service, I’m talking about the excited call or e mail that says, “hey, I’ve been thinking about your business and I’d really like to talk about how this could make a difference to your business…” If you’ve not had one of those calls in a while – why not?

It looks pretty but…

The creative is great and perhaps winning awards.  But is it working?  What do the numbers look like?  What does the tracking study point to?  And how’s the competition doing relative to your share? Are you maximizing real, measurable value from your current campaigns?

Your teams dread agency meetings

If this is the case and you’ve noticed attendance or enthusiasm dropping off, pull some team members aside and ask why.  Is it a time issue?  Are meetings too long or just unproductive?  Or are there conflicts that won’t go away?  Is the chemistry off?  If you see a pattern emerge, perhaps it’s time for an agency evaluation to try and head off issues before they become barriers to your business.

You’re reluctant to bring up agency issues to your management team

If you’re reluctant to bring up agency issues to your executive management team, consider the underlying reasons.  Is it because issues are coming up too often?  Is it results based?  Is it a cost issue?  If you’re seeing a recurring theme in agency issues, then perhaps it’s time to address the issue head-on so your next executive management meeting can be solutions focused on the issues at hand.

Why are we doing this?

If you’re wondering if you’re work is having an impact, or you’re having difficulty extrapolating any kind of meaningful ROI, you need to up the ante.  In today’s multi-dimensional digital ecosystem, ROI calculations have got to make sense – no matter what the medium.  If those calculations aren’t forthcoming, an agency evaluation process can help underscore the importance of an ROI mentality from everyone who works on your business.

Agency costs are becoming difficult to predict

If you dread opening an agency estimate or you’re getting that gnawing “how do they come up with these numbers” question in your mind, it’s a sign there’s more transparency needed in the estimation process.  And that’s ok if the problem’s fixed quickly.  But don’t let the problem linger – because the longer you leave it, the harder it’ll be to change behaviours.

Calls / emails aren’t returned promptly

If your agency is engaged on your business, you should reasonably expect a call back the same morning or afternoon.  Not the next day, not the day after.  If that’s not happening, you need to ask what’s stopping that from happening.  Are your key contacts focused on other business?  Are they too busy fighting fires?  Or is there an underlying issue that needs to be addressed?

It’s too comfy

This is a tough one.  You love your agency, the work looks good.  And you’ve known them for years.  All good, right?  Not necessarily.  Focus on the results and whether you’re really maximizing value on agency initiatives.  When did you last do a 360 evaluation? How competitive are their services?  The communications business has transformed itself in the last five years – has your agency stepped up?  Has your organization benefitted from that transformation?

The focus is on them not you

So the awards are good. And business evolution is imperative. But how much of that change is focused on you?  Are the awards and changes benefiting your business?  Are you seeing growth?  Are you seeing benefits in productivity?  Lower costs?  Better ROI?   In case anyone needs reminding, the agency business is about you – not them. Bottom line:  If you’re getting that gnawing feeling in more than one of these areas, perhaps there’s some substance behind the questions. Like anything else in your business, you’re paying for results.   And if some of those results aren’t being delivered, perhaps it’s time to make a change sooner rather than later.