The Ultimate Managed Service Provider Evaluation Kit | Page 2
Values
Strategic Capability
Proof Points and Credentials
Agency
1
My
Critical
Needs
Agency
2
Agency
3
Does the agency give back to the community in any way ?
Does the agency have a discovery process in place to help them
understand each client's business and marketing goals?
Can the agency demonstrate an ability to support strategy, refine
goals, or sharpen the vision for your marketing team?
Can the agency provide client references upon request?
Does the agency have a mission, vision, and values statement in
place? Do they align with those of your organization?
During the evaluation process, does the agency ask you about
your goals, challenges, market, competitors, etc.?
Can the agency describe client engagements in which they led or
contributed to an overarching strategy ?
Does the agency have testimonials and case studies available on
their website? Are the featured clients reputable and recognizable?
Can the agency provide their client churn rate and retention rate
for their managed service clients upon request?
And once you've built a level of trust and understanding with your managed service partner, they become a
seamless part of your process, a reliable resource, and an integral part of your success.
So, don't look for the organization that has the most capabilities or "checks the most boxes." Instead, find the
one that checks the boxes that are most important to you.