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Marketing Plan: Agency / Contractor Selection Matrix

Define and prioritize your criteria...

Define and prioritize your criteria to select the best Ad/PR agency or contractor

Down the left column, list the criteria in every area that is a requirement for you.

Next indicate with a number between 1-5 how important that particular criteria is (weighted).

Next, list the agencies across the top (or any potential vendor).

Finally, as you scroll-down, enter a number on a scale between 1-5 as to how you would rate each vendor.

Sections subtotal to indicate who wins the day based upon criteria like 'Chemistry', 'Capability', 'Experience', 'Costs', etc.

At the bottom, you will see who scores the most points.

This is perfect for a collaborative selection process to assure all points are addressed and full participation assures complete buy-in by all concerned.

Click VIEW to see a .PDF printed sample EXCEL template.
Fill in few numbers and the answers are yours.
This Excel spreadsheet template is included in the Marketing Builder planning software.

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