Marketing & Sales
When to Change Marketing Agencies: A Stay, Fix or Switch Checklist
Do not switch because of one weak month. Switch when structural failures in transparency, ownership, execution or learning remain unresolved.
Separate offer and strategy problems from delivery and measurement problems before blaming the agency relationship.
The Stay/Fix/Switch scorecard reviews asset ownership, outcome tracking, operational cadence, learning velocity and commercial impact.
The commercial problem
The Stay/Fix/Switch scorecard reviews asset ownership, outcome tracking, operational cadence, learning velocity and commercial impact.
The operating model
When to Change Marketing Agencies: A Stay, Fix or Switch Checklist
The Stay/Fix/Switch scorecard reviews asset ownership, outcome tracking, operational cadence, learning velocity and commercial impact.
| Stage | Control question |
|---|---|
| 1 | Reconstruct performance through customers and margin. |
| 2 | Audit ownership of ads, analytics, CRM, domains and creative. |
| 3 | Set a time-bound remediation plan. |
| 4 | Export tracking maps, audiences, campaigns and pipeline. |
| 5 | Overlap the handover to protect working demand. |
How to implement it
- Reconstruct performance through customers and margin.
- Audit ownership of ads, analytics, CRM, domains and creative.
- Set a time-bound remediation plan.
- Export tracking maps, audiences, campaigns and pipeline.
- Overlap the handover to protect working demand.
Mistakes to avoid
- Optimising impressions, clicks or leads without connecting them to customers and margin.
- Using universal benchmarks instead of the firm's own rates and capacity.
- Increasing spend before fixing offer, qualification and follow-up.
Measure through the customer
Judge pipeline, customers, margin and learning velocity—not a single lead-cost report.
Apply the model to your numbers
Apply the model to your numbers
AYVION connects offer, demand, CRM, follow-up and sales. Book a free consultation to locate the constraint and define the next move.
FAQ
- Who should own marketing accounts?
- The client company should control strategic accounts and data.
- When should an agency be given time to fix issues?
- When causes are clear and a measurable remediation plan is credible.
- What belongs in handover?
- Access, exports, tracking, campaigns, creative, audiences and decision history.
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