Agency Management Playbook

Our Agency Management Playbook is a planning methodology that highlights our premium tool-kit of 28 premium tools & templates to help you develop a streamlined approach to agency selection, management and evaluation.

Demand Metric playbooks are step-by-step guides that help you build strategic processes using "Best Practices" and other Demand Metric tools & templates. For background info on Demand Metric playbooks (aka methodologies), read our blog post: Much Ado About Methodologies.

Stages of this methodology include:

1. Plan
2. Research
3. Select
4. Communicate
5. Manage
6. Transition

There are 28 premium tools & templates linked inside of this playbook to facilitate the process.

1. Project Charter Template
2. Marketing Strategy Scorecard
3. Marketing Budget Template
4. Agency Compensation Model
5. Ad Agency Request For Information Template
6. Non-Compete Agreement Template
7. Non-Disclosure Agreement Template
8. Advertising Agency RFP Template
9. Agency Selection Tool
10. Consultant Evaluation Matrix
11. Agency Compensation Evaluation Checklist
12. Agency Alignment Strategy Workbook
13. Ad Agency Agreement Template
14. Agency Compensation Negotiation Checklist
15. Agency Onboarding Model
16. Agency Onboarding Checklist
17. Creative Strategy Survey Tool
18. Creative Brief Template
19. Project Management Template
20. Project Status Report Template
21. Agency Performance Review
22. Agency Compensation Audit Template
23. Agency Performance Review
24. Agency Transition Model
25. Agency Termination Letter Template
26. Agency Transition Assets Acquisition Database
27. Agency Transfer Meeting Agenda Template
28. Agency Transition Creative Assignment Transfer Plan Template