Preview from the “Agency Accountability Scorecard” workbook

Preview from the workbook

Original view from the file – with example data, no client data.

XLSX · FREEDelivery & control

Agency Accountability Scorecard

Keep, tighten or replace your agency – with evidence instead of frustration.

Decision

Keep, tighten or replace the agency.

File type
XLSX (Excel, Google Sheets, Numbers)
Language
German workbook · English edition in preparation
Working time
approx. 45 minutes
Modules
3 worksheets
Access
Free · after a short request
Data
Example data included – replace it with your own
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If the tool exposes a leadership or ownership bottleneck: consider a bottleneck call.

  • Free entry points
  • Premium systems with perpetual license
  • Built for real decisions

24 criteria across goal clarity, reporting, outcome ownership, collaboration and contract. Each score needs proof, producing an evidence rate, hard gates and a decision plus clarification agenda.

Modules

  • Agency Decision (decision view)
  • Scorecard: 24 criteria with evidence rate
  • Clarification Agenda

What the workbook produces

  • 24 criteria in five blocks
  • Evidence rate: how many judgements are actually proven
  • Hard gates that rule out a renewal
  • Decision: keep, tighten or replace
  • Clarification agenda for the next meeting

Who it's for

  • CEOs ahead of a renewal
  • Marketing leads managing several providers
  • Teams that must justify a separation objectively

Use it when

Four to six weeks before a renewal or termination.

Limits of this tool

The scorecard rates collaboration and provability. It recommends neither budget increases nor channel strategy.

The decision this tool clarifies

You make the agency call with evidence – and know what must be clarified first.

Background

The article this tool came out of:

Marketing agency alternative: governance instead of switching

The tool is enough when …

  • You have access to analytics, CRM, reports and contracts.
  • One person can spend two to three days on it.
  • You can turn a finding into an action yourselves.

Marketing leadership makes sense when …

  • The diagnosis surfaces several bottlenecks at once – with no clear order.
  • Every department reads the same number differently and nobody decides.
  • The root cause sits in the offer, sales or leadership, not in the channel.

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Every tool is a working template with example data – no client data, no confidential figures.