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How to vet a marketing partner before you spend a dollar

Ten questions every business owner should ask a marketing agency, from creative and media ownership to follow-up, reporting and consent.

By Oscar Gonzalez, October 7, 2026, 7 min read

A magnifying glass resting on printed reports with one highlighted row

Most business owners have a story about a marketing partner that looked great on the sales call and fell apart in the first month. Many of those stories could have been avoided with better questions up front.

Questions about the work

  • Who makes the creative, and can I approve it before it runs?
  • Which platforms will you run, and why those?
  • Who builds the landing pages, forms and booking flow?
  • How is consent to contact captured, and can I see the exact wording?

Questions about the money

  • What part of my payment is ad spend and what part is the fee?
  • Will I see cost per lead, cost per opportunity and cost per client, or only clicks?
  • What happens to my campaigns and data if we stop working together?

Questions about the people

  • Who watches the campaigns day to day, and how fast do they respond?
  • How do you follow up with new inquiries, and how quickly?
  • Can I talk to a current client in my industry?

Signs of a strong partner

Clear answers about where results come from, reporting that goes past clicks, honest timelines and a willingness to show you how the whole engine works.

Our answer to these questions

Scale My Social builds and manages the creative, media and automation as one engine, and you see the numbers from spend to client. Book a strategy call and ask us all ten.

Book a strategy call or keep reading: Cost per lead vs. cost per acquisition: the number that actually grows your business or Speed to lead for insurance agents: why the first minutes decide the sale