Your agency-selection scorecard
Compare the evidence, then choose the fit.
Use these six criteria for each shortlisted agency. Mark each one 0 for no evidence, 1 for a partial answer or 2 for clear, relevant evidence. Use the scores to expose gaps in the conversation; a high total does not override a poor fit on something essential to you.
✓SaaS and company-stage fit
Ask: Have you helped a SaaS business with our stage, sales model and marketing resources?
Look for: A relevant client example explaining the starting point, work delivered, timeframe and outcome. A list of logos alone is not enough.
✓The people doing the work
Ask: Who leads our account, and who will actually deliver the work?
Look for: Named roles, relevant experience and a clear main contact. Understand which work depends on you and how specialist capacity is allocated.
✓Direction and delivery
Ask: Will you help decide our priorities, execute an existing plan, or do both?
Look for: A practical explanation of how strategy becomes work, what the first phase includes and what happens if your current plan needs to change.
✓Scope and total commitment
Ask: What does the fee buy, what sits outside it, and how can the scope change?
Look for: A written scope covering deliverables or time, reporting, contract terms and any separate costs. Compare equivalent responsibilities, not just monthly prices.
✓Commercial evidence
Ask: How will we judge whether the work is helping the business?
Look for: Measures linked to your objectives, with definitions and realistic timeframes. Ask how lead quality, opportunities and revenue are distinguished from traffic and downloads.
✓A workable relationship
Ask: What access, input and decisions will you need from our team?
Look for: A clear onboarding process, communication rhythm and approval responsibilities. Good agency support should make the work easier to manage without losing your product knowledge.