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Foundation

Partnership Assessment & Alignment

What's Included:

  • Comprehensive audit of agency and external partner relationships

  • Scope of work and contract alignment review

  • Performance KPI and reporting framework evaluation

  • Communication cadence and governance structure assessment

  • Budget allocation and spend visibility review

  • Partner segmentation and prioritization strategy

  • Executive summary with strategic recommendations

  • 90-day action roadmap

Ideal for companies working with multiple agencies or vendors who need alignment, accountability, and clear performance standards.

Optimization

Performance & Growth Management

For teams looking to improve agency performance and extract more value from existing relationships.

Includes everything in Foundation, plus:

  • Annual agency performance survey and structured feedback process

  • Quarterly business review design and facilitation

  • Budget efficiency and ROI analysis across partners

  • Incentive and compensation model evaluation

  • Role clarity across internal and external stakeholders

  • Reporting consolidation and dashboard development

  • Workflow and handoff optimization between agencies

Ideal for organizations with active agency partnerships that need sharper execution, clearer ownership, and measurable impact.

Enterprise

Strategic Partnership Leadership

For companies that want hands-on oversight of their external partner network without adding internal headcount.

Includes everything in Optimization, plus:

  • Ongoing strategic advisory and partner oversight

  • Executive-level partnership strategy sessions

  • Agency selection and RFP management support

  • Negotiation guidance and contract restructuring

  • Joint business plan development with key partners

  • Conflict resolution and relationship recalibration

  • Cross-functional alignment between marketing, finance, and leadership

  • Quarterly executive reporting and performance reviews

Ideal for organizations managing high-value agency relationships that require structure, accountability, and senior-level strategic oversight.

“Their attention to detail and commitment to quality truly stood out. We’ve already recommended them to others.”

– Former Customer

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