Insights

How to tell if your marketing agency is doing a good job starts with a question their monthly report almost never answers: since they started, has the number of qualified leads reaching your team gone up? Everything else, the impressions, the posts published, the keywords tracked, is context. You do not need to understand marketing to run this audit. You need two hours, your last three reports, and the proposal you signed.

How to Tell If Your Marketing Agency Is Doing a Good Job

To tell if your marketing agency is doing a good job, compare three things: leads now against the period before they started, the work they actually shipped, and what the proposal promised. If leads are flat after six months and nobody can name last month’s deliverables, the retainer is not working.

Most owners never run that comparison, because the monthly report is designed to make it unnecessary. Reports built around reach, impressions, and keyword counts are not dishonest exactly. They measure the parts of the job the agency controls. They also let a retainer run for two years while the phone rings the same number of times it always did.

What we see with clients who come to us after a bad agency relationship is rarely fraud. It is drift. Month one had a plan, month eight has a content calendar nobody reads, and neither side has said the uncomfortable thing out loud. The audit below is how you say it with numbers instead of a feeling.

The Five Part Agency Audit You Can Run This Week

Run these five checks in order, because each one narrows what the next one has to explain. Give yourself two hours and do it before your next monthly call, not during it. Write down a yes or no for each part.

1 Pull the money line first, before you open any agency report.
Open your own CRM or booking system and count qualified leads per month for the twelve months before the agency started and every month since. Google Analytics 4 calls the actions worth counting key events, and form fills and calls should be among yours. A flat line here outranks every slide that follows.
2 List what physically shipped in the last 90 days.
Not what was worked on. Shipped. Published pages, ads launched, emails sent, landing pages built, technical fixes deployed. A $3,000 a month retainer that produced two blog posts and a reporting deck in a quarter is roughly $1,500 per blog post. Write the list yourself from what you can see live.
3 Reread the proposal and mark every promise as done, partly done, or never mentioned again.
Most retainers drift within four months. The proposal said technical audit, content, and paid testing; by month five it is content only. Drift is not automatically bad, but it should have been a decision you made together, not one you discover during an audit.
4 Ask one question on the next call and time the answer.
The question: “What did you learn about our customers last month that changed what you are doing this month?” A good agency answers in under a minute with a specific example. A weak one restates the report. We have used this single question to sort proposals for years, and it works just as well on an agency you already pay.
5 Check who owns the accounts.
Log in to Google Analytics, Search Console, Google Ads, and your Google Business Profile. If any of them live under the agency’s account rather than yours, that is a problem to fix this month regardless of how the other four checks came out. Ownership is the difference between changing agencies and starting over.

Four or five yes answers means the relationship is working and any friction is about communication, not results. Two or three means you have a fixable problem and a conversation to schedule. Zero or one means you are paying for activity.

Want a second set of eyes on the audit?

Send us your last three reports and we will tell you plainly what the numbers say, including when the answer is that your current agency is doing fine. Our online marketing services run on named strategists and lead based reporting. Book a discovery call and bring the reports with you.

Which Metrics Count and Which Ones Hide the Truth

Count metrics that a sale has to pass through and ignore metrics that can rise while revenue falls. That single rule sorts almost every number in a marketing report, and it is why two agencies can show you opposite conclusions from the same account.

Metric Verdict Why
Qualified leads per month Count it The only number your bank account responds to
Cost per qualified lead Count it Makes channels and agencies comparable on one scale
Organic clicks to money pages Count it Traffic to service and product pages, not to the blog
Impressions and reach Ignore it Rises with any budget increase, proves nothing about demand
Keywords ranked Ignore it A site can gain 400 rankings nobody searches for
Social followers Ignore it Correlates with posting frequency, not with pipeline

One caveat worth saying plainly, because the honest version of this article has to include it: leading indicators are real. Organic clicks and branded search volume do move before revenue does, sometimes by two or three months. The test is whether your agency told you which leading indicator to watch in advance, or produced it afterward to explain a bad quarter.

A Worked Example: Auditing a $4,000 Retainer

Here is the audit applied to a typical case, a services business paying $4,000 a month for eleven months across SEO, content, and social. The report every month showed traffic up 38 percent and a growing keyword count, and the owner felt vaguely uneasy without being able to say why.

$44,000

spent over eleven months, against 9 extra qualified leads for the year

$4,889

cost per incremental lead, in a business where a closed client is worth about $6,000

Check 1 found the flat line: leads averaged 31 a month before, 32 a month after. Check 2 found the reason. Almost everything shipped was blog content aimed at people researching definitions, while the two pages that actually sell had not been touched since the site launched. Check 3 showed the proposal had promised conversion work in month two that never happened.

That engagement was not a scam. It was a content program bought by a business that needed a conversion fix, which is the single most common mismatch we see. The repair took one month and cost less than one month of the retainer: rewrite the two service pages, add a real quote request form, and point the existing traffic at them.

When the Agency Is Fine and the Problem Is Upstream

Sometimes the audit comes back bad and the agency is not the reason, which matters because firing them costs you three to four months of restart time. Check these five before you blame anyone, and be honest, since you are the only one reading.

Approvals sit with you for two weeks at a time, so a monthly program runs at half speed.
Leads arrive and nobody calls them back the same day, so marketing gets blamed for a sales gap.
The budget covers one channel at one third of what the market costs, which buys presence and not results.
The website converts badly enough that no amount of traffic will produce leads.
Nobody ever agreed on what a qualified lead is, so two people are counting different things.

The last one is more common than it sounds. If your agency counts every form fill and you only count people with a budget, your numbers will disagree forever. Settle the definition in writing, then rerun check 1. Our guide on when to hire a marketing agency covers the upstream problems worth fixing before any retainer starts.

What to Do When the Audit Comes Back Bad

Give an underperforming agency one 60 day corrective window with written targets before you leave, unless account ownership or honesty is the issue, in which case leave now. Most agencies improve sharply when a client finally states a number instead of expressing disappointment.

Put three things in the email: the metric you will judge on, the number you expect in 60 days, and the two deliverables that have to ship. A reasonable target is modest and specific, for example qualified leads from 31 to 40 a month, the two service pages rewritten, and one paid test of $1,500 run to conclusion. Keep the tone plain. You are asking for a plan, not building a case.

If you do move on, do it in this order: get admin rights on every account transferred to your own login, export your content and your lead history, give notice per the contract, and only then start conversations with replacements. Ask the replacements the questions to ask an SEO agency that force specifics, and price the market first with digital marketing agency pricing and how much SEO costs so you can tell an underpriced retainer from a fair one. One thing to expect: anyone promising a guaranteed number one ranking is disqualified, and Google says as much in its own guidance on hiring an SEO.

Frequently Asked Questions

How long should I give a marketing agency before judging results?

Give paid advertising 60 to 90 days and SEO or content six to nine months before judging outcomes. You should still see shipped work every month from week two. Slow results are normal, an empty deliverable list is not, and those are two separate conversations.

What does a good monthly agency report look like?

It opens with leads and cost per lead, names what shipped, says what is planned next month, and explains anything that moved in plain language. One page is enough. A 30 slide deck of channel screenshots usually means the first page would have been uncomfortable.

Is it normal for an agency to refuse to share account access?

No. You should hold owner level access to your analytics, ad accounts, and Google Business Profile, with the agency added as a user. Any refusal is a reason to fix ownership immediately, well before you decide whether the work itself is good.

My traffic is up but my leads are flat. Whose fault is that?

Usually it means traffic is arriving on pages that do not sell, or the site converts badly. Look at which pages gained visits. If the gains are on blog posts while service pages are unchanged, the program is aimed at the wrong half of the funnel.

Should I hire a second agency to audit the first one?

A paid second opinion is reasonable when six figures are at stake, but expect bias, since the auditor often wants the account. Ask for findings with evidence and no pitch attached. For most businesses the five checks above answer the question for free.

Next Step

Find out what your marketing spend is actually buying

You want a straight answer about whether the money is producing leads, and a plan that fixes it if the answer is no. Bring your last three reports and we will walk the five checks with you on the call.

Book a Discovery Call

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