Start with your business goal, not the agency's service list. Shortlist three or four agencies with experience of a similar buying cycle, ask each to diagnose your situation, meet the people who will actually do the work, insist that you own every ad account and all your data, and score every proposal against the same criteria.
PromotEdge answers these questions in the first meeting, with numbers, so you can score it against any other agency on the same sheet.
Whether you are choosing an advertising agency or a marketing company, the method is the same. Agency websites in India look remarkably alike. Almost everyone offers strategy, creative, digital and results. The real differences show up in three places: the questions an agency asks before it proposes anything, the people who run your account after the pitch, and the contract.
This guide sets out a framework you can use whichever agency you choose, including if it is not us. It works for a single channel, such as SEO or performance marketing, and for a full integrated retainer.
/ 02 Before the first call
Get clear on what you needbefore you shortlist
01
The business goal
The number marketing has to move this year, such as qualified enquiries, dealer orders, bookings or online revenue, and where it stands today.
02
The scope
Strategy only, one channel done properly, or several channels under one plan. This decides which kind of agency you need.
03
The budget, split two ways
Agency fees and media spend are different budgets. Know roughly what you can spend on each, and remember that GST applies to fees.
04
The internal owner
Who on your side will brief, approve and review. Agencies do their best work with a decision-maker who has time for them.
05
What you can share
Sales by region or product, past campaign results, CRM access. The more an agency sees, the better its diagnosis.
06
The timeline
When you need to decide and when work must start, counted back from a launch, a season or the start of the financial year.
/ 03 Know the field
Types of agencyin India
Type
Good for
Watch out for
Network or multinational agency
National brands with large media budgets and multi-market campaigns
Mid-size accounts can get less senior attention; fees and processes are built for scale
Independent integrated agency
Growing companies that need strategy, mainline, digital and on-ground under one plan
Depth varies by service; check each channel you plan to use
Specialist agency
One discipline in depth: SEO, performance, social, PR, activation or media buying
Someone still has to integrate it with your other channels
Freelancer or consultant
Small, well-defined tasks, or senior advice without a full team
Limited capacity, and continuity depends on one person
In-house team plus specialists
Companies with steady, high-volume work and a strong marketing head
Hiring and keeping specialists takes time, and the outside view can be lost
Our beliefThink creative. Act on numbers.
/ 04 Questions to ask
What to ask every agency,and what to listen for
Ask
A good answer
A weak answer
Who will work on our account, and how much of their time do we get?
Named people and roles, with time allocated. You meet them before signing
"Our team", with no names, or only the founders who pitched
What have you done for a business with a similar buying cycle?
Specific work, with the starting point, what changed and a client you can call
Percentages with no baseline, or every result marked confidential
How will you measure success?
Business numbers such as enquiries, cost per lead and sales, with a tracking plan
Impressions, reach, followers and engagement only
Who owns the ad accounts, analytics, website and data?
You do. The agency works through access you grant and can withdraw
The agency's accounts, released when dues are cleared
How do you charge, and what is not included?
Fees separate from media, a written scope, extras listed in advance
One bundled figure, or undisclosed markups on media
What happens in the first 90 days?
An audit, tracking fixes and a written plan, then launch, with milestones
Launch immediately, with the plan to follow
What would you advise us not to do?
A clear view on channels or tactics that will not work for you
Everything you mention sounds like a good idea
How do you handle our languages and regions?
In-house writers or named partners for each language, with review by native speakers
"We will get it translated"
Can we speak to two current clients?
Yes, with contact details
Only past clients, or none available
What happens if we part ways?
A written handover covering accounts, files, creative and data, with a notice period
Unclear, or not in the contract
/ 05 Red flags
Red flagsto walk away from
Any one of these deserves a direct question. Several together usually mean walking away.
01
Guaranteed rankings or results
Nobody controls Google's results. Google's own guidance on hiring an SEO (Google Search Central, "Do you need an SEO?") warns that no one can guarantee a top ranking. Fixed promises usually mean shortcuts that can hurt your site later.
02
You do not own the ad accounts
If Google Ads, Meta, analytics or your domain sit in the agency's name, you lose your history and data when you leave. Ask for everything to be created in your company's name.
03
Vanity metrics
Reports full of impressions, reach, likes and follower growth, with no enquiries, cost per lead or sales. Those numbers are easy to inflate and say little about the business.
04
Senior pitch, junior delivery
Senior people pitch; once you sign, the account goes to someone you never met. Meet the day-to-day team and write key people into the contract.
05
Fake or bought reviews
Bursts of five-star reviews in a short period, generic wording, reviewers with no history. The Bureau of Indian Standards' IS 19000:2022 sets out how genuine online consumer reviews should be collected and published.
06
Opaque media billing
No platform or publisher invoices, or a media cost you cannot check. You should be able to see what was spent where.
07
Long lock-in, no exit
Long minimum terms with no performance review and no clear notice period. A confident agency agrees to review points and a fair exit.
08
A copy-pasted proposal
Another brand's name left in, a generic list of channels, or no reference to your market and competitors. It shows how much thinking you will get later.
09
Black-box tactics
"Proprietary" methods the agency will not explain, private link networks or bought followers. If it cannot be explained, it should not be done in your name.
/ 06 Comparing proposals
How to compare proposalslike for like
Proposals arrive in different shapes. Put them on the same footing before you judge price.
01
Normalise the scope
List the deliverables in each proposal, month by month, and mark what one includes and another leaves out.
02
Separate fees from media
Compare agency fees with agency fees. Media, production, tools and taxes go on separate lines.
03
Check the diagnosis
Did the agency understand your market, competitors and buyers, or could the proposal have gone to anyone?
04
Test the targets
Ask how each target, such as a cost per lead, was arrived at. A good agency shows its assumptions; an unrealistic one cannot.
05
Look at the team and hours
Who is assigned, at what seniority and for how much time. A low fee with no senior time is not cheaper.
06
Ask for a sample report
The monthly report you will actually receive shows what the agency thinks matters.
07
Price a change
Ask what happens to cost and timeline if you add a channel, a language or a region mid-year.
08
If it is close, run a paid trial
A short, paid piece of work, such as an audit, a 90-day channel plan or one campaign, tells you more than another round of pitches. Agree the brief and how you will judge it in advance.
/ 07 Commercial models
Retainer, projector performance-linked?
Factor
Monthly retainer
Fixed-scope project
Performance-linked fee
What it is
A monthly fee for an agreed scope of ongoing work
A fixed fee for a defined deliverable and timeline
Part of the fee depends on agreed results, usually on top of a base fee
Best for
Channels that need continuous work: performance, SEO, social, integrated programmes
Strategy, brand identity, a website, a campaign launch, an audit
Mature accounts with clean tracking and a reliable sales process
Advantages
Continuity, a team that learns your business, predictable cost
Clear cost and outcome; easy to compare quotes
Ties the agency's income to your results
Risks
Scope creep, or paying for capacity you do not use
Changes cost extra, and the team moves on after delivery
Disputes over attribution, and a temptation to chase easy, low-quality results
Make it work
A written monthly scope, quarterly reviews and a notice period
A detailed brief and an agreed number of revision rounds
Agreed definitions, data sources and caps before you start
/ 08 Contract
What to putin the contract
Clause
What it should cover
Scope and deliverables
What is delivered, how often, and what counts as extra work
Team and key people
The named account lead and specialists, and notice if they change
Fees, media and taxes
Agency fees, media, production and GST shown separately; how media is billed and verified
Payment terms
Invoicing schedule, advance payment for media and what happens if payments are late
Ownership of accounts and data
Your company owns ad accounts, analytics, domains, websites and customer data; the agency works through access you control
Intellectual property
Who owns campaign ideas, designs and source files, including unused work, and the usage rights for music, stock images and talent
Confidentiality and data protection
How customer and lead data is stored, shared and deleted, in line with the Digital Personal Data Protection Act, 2023
Reporting and reviews
The numbers reported, how often, and quarterly reviews against agreed targets
Compliance
Advertising follows the ASCI Code and platform policies; paid influencer content is clearly disclosed
Term, notice and exit
Minimum term, notice period and a handover checklist covering accounts, files and data
Disputes
How disagreements are escalated and resolved, and which jurisdiction applies
This is a planning checklist, not legal advice. Have your lawyer review any agency contract before you sign.
/ 09 Scoring
A scoring tablefor your shortlist
Score each agency from 1 to 5 on each criterion, multiply by the weight and add up. Adjust the weights to your priorities.
Criterion
Suggested weight
Scores 1 if
Scores 5 if
Understanding of your business
20
Generic proposal; few questions asked
Clear diagnosis of your market, buyers and competitors
Relevant experience
15
No work in a similar category or buying cycle
Comparable work, with references you have spoken to
The team who will do the work
15
Unnamed or very junior team
Named, experienced people you have met, with committed time
Measurement and reporting
15
Platform metrics only
A tracking plan, business KPIs and a sample report you would use
Quality of plan and ideas
15
A list of channels with no priorities
A clear, sequenced plan, with ideas that fit your audience
Commercial transparency
10
Bundled or unclear pricing
Fees, media and extras itemised, assumptions shown
Working relationship
10
Slow, vague or hard to reach during the pitch
Responsive and direct, and willing to disagree with you
The weights add up to 100 and are a suggestion, not a standard. Treat two things as pass or fail before scoring: your company owns every account and all its data, and media billing can be verified. An agency that fails either should not win on points.
/ 10 If you are considering us
Use the same framework on PromotEdge
PromotEdge is an integrated marketing agency, working across strategy, mainline advertising, digital and BTL.
We would rather be chosen on this framework than on a pitch. Ask us the same questions, score us on the same table, and reach us through the contact page when you are ready. If integration is part of your brief, our guide to integrated marketing communication explains what to expect from it.
Keep reading
Related guidesand services
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It depends on the scope, the channels, the seniority of the team and how much of the work is strategy rather than execution. Fees are usually charged separately from media spend, and GST applies to fees. Ask three or four agencies for itemised quotes against the same scope; that tells you more than any published range.
An agency gives you a range of specialists and an outside view quickly, without hiring for each role. An in-house team suits steady, high-volume work and keeps knowledge inside the company. Many growing companies use both: an in-house marketing head who owns the plan, and agencies for specialist channels.
Three or four is usually enough to compare approaches without turning the process into months of pitches. Brief them all with the same document and score them on the same table. Fewer than three gives you little to compare, and more than five costs everyone time without improving your choice.
Paid search and social should produce leads within weeks of launch, once tracking is in place. SEO, content and brand-building take months to show their full effect. Agree in advance what you expect to see at 30, 90 and 180 days.
You should. Ad accounts, analytics, your domain and your website should be registered in your company's name, with the agency given access. If the relationship ends, you keep your history, data and audiences. Ask any agency to confirm this in writing before you sign.
Location matters less than relevant experience and access to the right people. A local agency may know regional media, languages and dealers better; a metro agency may have deeper specialists. Judge both on the same criteria, and check who will travel to you when needed.
Business numbers first: enquiries or sales, cost per lead or acquisition and lead quality, by channel and campaign. Then what was done, what was learned and what will change next month. Platform metrics belong in an appendix, not the headline.