B2B Tech Marketing Agency Assessment Checklist

✅ What proven experience does the agency have in your specific tech sector?  

✅ How do they help build and maintain a strong brand identity? 

✅ What is their strategy for organic search visibility? 

✅ What plan do they have for creating and promoting relevant content? 

✅ What experience do they have with paid campaigns relevant to your audience? 

✅ How do they execute targeted Account-Based Marketing (ABM) strategies?  

✅ What is their approach to email campaigns?  

✅Can they demonstrate an understanding of your target audience and how to set clear, measurable goals?  

✅How do they develop a tailored strategy rather than a one-size-fits-all approach?  

✅ How will their services scale with your business growth?      

✅ How often will you communicate with the agency, and through what channels?  

✅ How will the agency and your internal teams work together?  

✅ How will they track and report on key performance indicators (KPIs)?  

✅ What marketing automation and analytics platforms do they use?  

✅ How do they demonstrate knowledge of any relevant legal and compliance issues? 

✅ What relevant case studies do they have that showcase their success? 

✅ What do their current and former clients say about them?  

✅ How does the agency's culture align with your own?  

✅ Is their pricing structure clear and aligned with your budget? 

✅ Tell us about recent engagements with B2B tech firms. What were the company’s marketing challenges and how did you overcome them? 

✅ How did you develop overall marketing strategies and solve problems during past engagements? 

✅ How would you handle a rebrand? 

✅ How would you optimize a website to encourage more traffic and conversions? 

✅ What would you do to align marketing and sales teams? 