BetterPitch Agency Operating Diagnostic
Is your agency operationally fit enough to win more business, more often?
You’ve taken a moment to step back from the day-to-day; a brief opportunity to consider your business through a broader lens.
The value of this process lies in reflection, not perfection. Approach each question with openness and instinct; the objective is to reveal patterns rather than polish the picture. What matters here is honesty, the most valuable insights come from acknowledging opportunities for improvement, not creating a version of perfection.
Respond naturally; your first answer is often the most revealing. There are no right or wrong answers, only insights.
How to complete the Agency Operational Diagnostic
- Complete the details here and make the payment by credit card.
- A one-use link to the Diagnostic Survey will be emailed to the email address you provide. If you do not receive the email, check your spam and junk folders before reporting it here
- Click on the link sent to you by email to access the start of the diagnostic survey.
- The diagnostic survey should be completed by an agency owner, managing director, or CEO
- It takes just 15 minutes and should be completed in one sitting
- Respond instinctively and honestly; your first answers usually provide the most accurate reflection of your agency’s reality.
What happens next
- Once submitted, your responses will be analysed and weighted across the four diagnostic dimensions – Performance, Pricing, People and Product.
- A confidential, customised report will be compiled, showing your overall grade, category-specific scores, and directional benchmarks.
- Your report will be delivered by email within two working days.
Your Agency Assessment Results
Receive Your Detailed Report
Confirm your details to receive a comprehensive analysis of your results.
Thank You!
Your detailed report will be sent to your email address within two working days.
Expert Coaches
At best, most marketers will be involved in selecting an agency once every two years. Procurement professions may manage more tenders, but selecting different types of agency vendors requires nuanced approaches. And while agency people may participate in many more pitches, this is a perspective that lacks the insider knowledge that provides due diligence and governance.
The TrinityP3 consultants manage dozens of pitches for our clients every year, providing a unique and powerful perspective on how to prepare and manage a powerful pitch process.
Book your BetterPitch Power Coaching session and be pitch prepared.
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In our unique role of identifying and solving the big challenges facing marketing management we create a huge catalogue of insights and build our knowledge and wisdom, which we share with the industry.
FAQs
First, we instigate discovery. We need to understand your needs and requirements in depth, before commencing. Second, we overlay process – a process refined over twenty years, using bespoke tools and data and designed to assess and evaluate the strength of supplier’s proposition, people and culture, financial and commercial competitiveness and sustainability, quality of tested outputs and potential value of those outputs to your organisation. Third, we utilise our deep experience. Decisions about which agency to select are yours to make, but we are here to listen and advise at every step of the way.
We can assess contractual documentation and provide change recommendations. However, we are not legal practitioners; any contractual negotiation or wording of terms requires the engagement of your legal counsel.
The aim is to construct a process so that conflict of interest is eliminated before we begin. We do this by ensuring that we understand exactly what the boundaries of conflict are, in your organisation. Every organisation has different compliance requirements. The first thing we do in any process is embark on discovery with you, including discussion and reverse briefing that enables us to understand what you can and can’t work with, including any specific agencies or individuals that are ineligible due to any past circumstance. We then tailor our search accordingly to bring you a list of candidates free of conflict. We also conduct due diligence checks with all candidates prior to presenting them to you.
You are critical to the process and are fully involved at every step of the way, including the choice of initial candidates selected for RFI, which we workshop with your team. An often misunderstood perception is that as pitch consultants, we are ‘making the decision’ about which agency you choose. We never make any such decision and we are always objective. Our process is designed for you to make decisions, with the benefit of our expertise and faciliation.
Yes, we can. Our consultants have extensive experience in international markets. We have on-ground presence in EMEA and North America, and can engage affiliates in other parts of the world as necessary. Our work has taken us everywhere from Britain, to Japan, to Canada, even to Iraq!
Yes, we do. You can choose to engage us in the immediate term to advise in account transition; longer term, additionally, we work with ongoing agency relationship assessment via our proprietary Evalu8ing tool, which measures multi-directional agency relationship and performance strength.
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