Know what you are paying for and who handles it.
Compare the provider agreement with the work being delivered. List the recurring activities, project deliverables, fees, approvals, and responsibilities on both sides.
Use the review to ask specific questions. A useful discussion explains completed work, current problems, the evidence behind recommendations, and the decisions needed from your team. Account ownership and access should be documented explicitly.
Questions worth reviewing.
Agreed scope
Match invoices and reported activity to the services and deliverables in the agreement.
Relevant reporting
Check whether reports explain the outcomes being measured and the limits of the data.
Ownership and access
Confirm the terms for websites, content, data, advertising accounts, and other assets.
Working arrangements
Review response expectations, approval responsibilities, contract terms, and transition procedures.
Request The Agency Audit Checklist.
Your request goes to the Caboodle team. Please leave out private financial or customer records.
Choose what to change first.
Gather the agreement and recent reports
Create a clear record of the work and fees being reviewed.
Discuss the gaps
Ask for explanations and agree on specific corrections where needed.
Document the next review
Set responsibilities, dates, and the information you will use to assess progress.