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Marketing Checklist (Free Template) To Align Your Marketing Agency + Company

Marketing Checklist (Free Template) To Align Your Marketing Agency + Company

What questions to ask when hiring an agency.

Developed by: Tina Walczak, Chief Design Officer of Hiilite. Download the free checklist here.


Companies tend to focus on profitability solely as a measure of performance, but this is just one area that we can measure business excellence. When success is measured solely through revenue-related goals, gaps within the organization arise, which can be harmful to long term company growth. Don’t get me wrong, a marketing agency can in turn absolutely focus primarily on profit, but this isn’t necessarily the end all be all.  Understanding your business objectives and relaying those goals to your marketing agency will help to better define a strategy to produce long-term company growth.

So, you may be scratching your head and asking yourself, “If I shouldn’t solely focus on profit, what should my company be concentrating on?” These are the main objectives businesses generally need help with:

  • Increased Revenue
  • Retention + Recruitment
  • Brand Awareness


At the end of the day, you and I both know it’s about the bottom line, so let’s start there. Bring your financials to your marketing agency, the more your agency knows about the health of your business, the easier it will be to help your business grow. We can’t read minds but we can read your financial statement, then decide together where we can best help. Understanding your financials will provides valuable insights on how to better position your brand within the market. A financial overview will also reveal clues as to which products or services should be targeted more aggressively.

Retention + Recruitment

Finding and keeping valuable employees can be a huge pain point for companies. Your agency can help you not only  find customers, but also employees. Most business owners feel as though this responsibility falls solely on their shoulders which is a difficult burden to bear. Just like understanding your customers, understanding which employees you wish to attract can help us adjust your branding and messaging to help find and retain the perfect match..

Brand Awareness

Do you ever feel that only arrogant people talk about how awesome their company is?  Let’s face it, no one likes a “me-monster”. Your marketing agency will have strategies to get you the right kind of business without you having to do all of the leg work. If you stop blowing your own horn and provide real value to your audience, your followers will appreciate you more and become brand advocates.  

Brand Awareness

The foundation to business is understanding what your objectives are. The more transparent you are, the more your marketing agency and suppliers can help your team achieve your goals.

If you are unsure what your objectives are, here is a minimal checklist that can help. Fill it out, then hand over to your marketing team. Trust me, they will appreciate it.

If you have more questions or are seeking branding consultation, please reach out to me at anytime – [email protected]

Download the free checklist here

Transform Your Marketing Strategy With Services From Hiilite


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