Hiring a digital marketing agency is a meaningful expense for a small business. The right arrangement can make your marketing more consistent and give you access to skills you do not have internally. A poor fit can consume both money and the time you hoped to save.
A polished proposal is a starting point. Before signing, find out what the team will do, how you will work together, and what happens if your needs change.
Research commissioned by the Australian Small Business and Family Enterprise Ombudsman (ASBFEO) identified recurring problems when the provider and business differ on budget, the work required, the owner’s involvement or expectations of results. Its study included a survey of 420 Australian small business owners. The questions below are useful for businesses in both Australia and the United States.
Before you contact an agency, define the job
Write down your main business goal, the marketing work you need help with and the time you can spend reviewing it. For example, “publish regular educational content and follow up on enquiries” is clearer than “do our marketing.”
Decide what you can afford for at least a few months. Include possible setup fees, subscriptions, advertising spend and any deposit alongside the monthly fee. Then ask two or three prospective providers to explain how they would meet the same brief. That makes their proposals easier to compare.
1. Do you understand our customers and business goals?
Ask the agency to explain whom you sell to, how customers find you and where leads are currently lost. They should ask about your offer, sales process and existing channels before recommending a calendar of posts.
A useful answer identifies the first problem to investigate and explains why. Be cautious if every prospect receives the same list of channels without reference to the business.
2. What exactly will you deliver each month?
Request quantities, formats and responsibilities in writing. “Social media management” could mean designing assets, writing captions, scheduling posts, moderating comments or some combination. “SEO” could mean content planning, technical work, local profile updates or all three.
Ask which platforms are covered, how many unique posts will be made, who supplies images or source information, how many revisions are included and who publishes the work. Check whether the agency will write articles, upload them to your website or both.
A clear scope lets you judge the price.
3. What is excluded or charged separately?
Ask about advertising management, advertising spend, video filming, photography, website changes, email software, extra designs, additional platforms and work outside the agreed allowance.
A lower monthly fee may be suitable, but you need the full cost of the work your business actually requires. If a provider proposes paid ads, separate its management fee from the money paid to the advertising platform.
4. Who will work on our account?
Find out who plans the work, creates it, checks its quality and acts as your main contact. Ask whether specialists, contractors or AI tools contribute to the output, and how the agency checks accuracy and brand fit before publication.
You do not need a large agency for every task. You do need to know who is accountable for delivery and what happens when your usual contact is unavailable.
5. Can we see relevant work and speak to a client?
Review examples that resemble the work you want: articles if you need articles, campaigns if you need campaigns, and actual social posts if social content is a major part of the proposal. Ask what the provider was responsible for and what the client contributed.
Case studies are more useful when they explain the starting point, work performed and measurement period. A reference can tell you about reliability, communication and how problems were handled. Clutch recommends checking work samples, reviews and case studies while shortlisting providers.
A newer agency may have fewer client case studies. In that case, assess the quality of sample work and the honesty of its explanation rather than accepting invented results.
6. How much time will you need from us?
Outsourcing still requires a knowledgeable person inside the business. Someone may need to provide product details, answer questions, approve content and respond to leads.
Ask for a realistic onboarding checklist and a typical monthly approval schedule. Agree on what happens if you miss a deadline. A provider promising to do everything without learning your business may struggle to represent it accurately.
7. How will we communicate and resolve problems?
Agree on the meeting frequency, primary contact, response expectations and a place to track requests. Ask how urgent errors, delayed work or a change in priorities will be handled.
A good relationship needs room for direct feedback. The ASBFEO advises regular communication and clear expectations about costs and results at the beginning of an engagement.
8. Which results will you measure?
Separateactivityfromoutcomes. Posts, articles and campaigns tell you what was delivered. Relevant enquiries, qualified leads, customer responses and sales-related measures help you judge whether the work is helping.
Ask what data is available now, who can access it and how the agency will explain changes. No one can attribute every sale perfectly to one post or article. A useful report should still show what happened, what can reasonably be learned and what the team will adjust.
9. What should we expect in the first three months?
Look for a plan with milestones the agency can control: onboarding, account access, a baseline review, agreed priorities, production and regular reporting. Discuss when you will evaluate early response and when you will revisit the strategy.
Marketing results depend on your offer, market, sales process and starting position as well as the agency’s work. Treat a guaranteed number of customers or a guaranteed search ranking with caution.
10. Who owns the accounts, content and data?
Confirm who owns the website, domain, social accounts, Google Business Profile where applicable, email list, analytics properties, creative files and finished content. Agree on the access the agency needs and how that access will be removed at the end.
Record what can be handed over: editable design files, published assets, reports, account permissions and documentation. The ASBFEO specifically recommends a contract that deals with access, assets and systems during handover.
11. What are the full payment and exit terms?
Ask for the monthly fee, payment date, setup charge, security deposit, applicable taxes and process for approving extra work. If there is a deposit, the agreement should state when it is payable and how it may be applied or returned. Never assume it automatically covers the final month.
Check the minimum commitment, renewal rules, notice period, any early termination costs and what happens to work in progress. Calculate the cost over the period you expect to use the service, rather than comparing only the first month’s invoice.
12. What makes your approach a fit for our business?
Invite the agency to explain how it would prioritise your work within your budget and what it would leave out. The strongest answer is specific about both capability and limits.
If your immediate goal is to run Google Ads, choose a provider equipped to manage paid campaigns. If your priority is a steady plan for content, social media, organic visibility and customer follow-up, a coordinated monthly service may fit better.
Already working with an agency?
You can use the same questions to review an existing relationship. Bring your agreed scope, recent reports and business goals to the next meeting. Ask:
- What was promised, and what was delivered?
- Which activities produced useful signals or enquiries?
- Which assumptions proved wrong?
- What will change next month, and who is responsible?
- Are our accounts, data and files accessible to us?
Give the provider a chance to explain gaps and propose specific fixes. If the relationship ends, follow the agreed exit process and arrange access and asset handover before it is complete.
How our boutique package fits
OurOutsourced Digital Marketing Teampackage is designed for businesses in the United States and Australia that need ongoing strategy and execution across several organic channels.
It includes a monthly marketing calendar and consultation, management of up to three social platforms, up to 12 social posts, six poster or flyer designs, six AI-generated short videos, four SEO-focused articles and two email campaigns per month. It also includes basic SEO strategy, Google Business Profile support where applicable, basic automation, follow-up workflows and monthly reporting.
PPC and paid advertising management, advertising spend and non-AI video production are outside the package.The latter is quoted separately.
We work with a maximum of five active clients across Australia and the United States at a time. That capacity limit is how we structure our service; judge us by the actual scope, examples, communication and terms we provide.
View our package and pricing, then enquire about availability if this scope matches what your business needs.
Frequently asked questions
How many agencies should I compare?
Start with two or three that appear able to perform the work you need. Give them the same brief and ask the same questions. You can widen the search if the answers reveal a mismatch.
Should I choose a specialist or a broad marketing partner?
Choose according to the work that matters most. A specialist may suit a focused technical SEO or paid advertising requirement. A broader partner may suit a business that needs several ongoing activities planned and delivered together.
Can an agency guarantee leads or sales?
Ask what it can control, how it will measure progress and what assumptions a forecast relies on. Your pricing, offer, market demand and lead handling also affect sales.
What is the most important thing to get in writing?
The deliverables, exclusions, total charges, reporting, ownership and exit terms should all be clear. If a promise affects your decision, ask for it to appear in the agreement.
