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Finance & Professional Services

Marketing Agency Client Review

Strategy, creative, reporting, and ROI honesty – the agency retainer review.

4 questions · 1 page · about 2 minutes to answer · fully editable after you start

Agency retainers end in silence more often than in fights: the client stops seeing the connection between fees and outcomes. This quarterly review asks clients to grade the connection – strategic contribution, creative quality, reporting that proves value, and responsiveness – plus the budget-defence question: could you justify our fee to your CFO tomorrow.

Ask it quarterly, act visibly on the answers, and renewals become conversations about growth rather than autopsies.

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Page 1

Our work together this quarter

This survey asks how our agency is performing for you and whether you see the value. Your answers help us improve our work and our reporting. It takes about 2 minutes.

Q1.How would you rate the agency on each of these?*

PoorFairGoodExcellentNot applicable
Strategic thinking (not just execution)
Creative quality
Reporting that shows real results
Responsiveness
Proactivity
Budget management

Q2.Could you defend our fee to your CFO tomorrow?*

  • Easily, with numbers
  • Broadly
  • It would be a hard conversation

Q3.What result do you most need from us next quarter?*

Respondent types their answer here…

Q4.How likely are you to recommend us to a peer?

012345678910
Not at all likelyExtremely likely

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