When I think about auditing an agency to find a genuine growth partner, I am often reminded of how many agencies sound the same at first glance. Yet, when we dig deeper, the real differences can be stark, particularly in their methods of optimization, measurement, and scaling.
As a seasoned performance marketing head at an agency, I frequently encounter agencies offering account audits during their sales pitch. Their goal is usually twofold: to deliver immediate value and to showcase their expertise.
But, in my experience, brand marketers seldom reverse roles to audit these agencies during the Request for Proposal (RFP) process. Over the years, I’ve noticed many brands settling for mediocrity simply because they aren’t equipped with the right questions to unearth the weaknesses in a potential partner’s strategy.
If I were a brand, eager to secure a true growth partner, these are the questions I’d make sure to ask.
1. What are your key services, and what percentage of your clients utilize each? I’ve seen many agencies claim they offer ‘full service,’ but true execution excellence is rare. I’d scrutinize where they truly focus their time and efforts. This not only includes channel proficiency but how their strengths align with our brand’s needs.
2. How are you approaching AI-driven account optimization and platform automation? Gone are the days when manual controls set us apart as high-performing marketers. Understanding how an agency balances AI automation without over-reliance is crucial.

3. What is your reporting process, and what KPIs do you focus on for the majority of your clients? A mere sample report won’t do. I need to comprehend their data philosophy, especially if it centers around revenue and ROAS metrics.
4. What’s the average industry tenure of the team on my account? A common query, yet crucial for understanding their ability to retain experienced professionals who leverage AI tools adeptly.
5. How is your team using AI on client accounts? Striking a balance in AI usage is essential. I prefer teams that use AI wisely for operational efficiency without sacrificing strategic insights and creativity.
6. When you take over an account, what are the first things you do to save budget without affecting growth? This is a litmus test of their technical proficiency, focusing on identifying and eliminating budget waste efficiently.
Ultimately, to distinguish a true growth partner from others, I focus on their service utilization rates, tactical AI applications, and budget efficiency approaches. These considerations help identify a partner ready to deliver genuine performance rather than just manage our budget.
Inspired by this post on Search Engine Land.


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