Marketing Partner Assessment Form

Company Background

How long has the company been in business?  [00] years

Briefly describe your company's history and mission: 

Our company, InnovateTech, was founded in 2005 with a mission to revolutionize technology and empower businesses through innovative solutions that enhance efficiency and productivity.

Market Knowledge:

How well does the partner understand your target market? 

• 1

• 2

• 3

• 4

• 5

Previous Experience:

Does the partner have experience in your industry or a related field?

• 1

• 2

• 3

• 4

• 5

Service Offerings:

What marketing services does the partner offer? Check all that apply:

• Digital Advertising

• Social Media Management

• Content Marketing

• SEO & SEM

• Email Marketing

• Web Design & Development

• Influencer Marketing

• Other

Please specify other:

References:

Please provide at least three client references we can contact.

Name:_______________	Phone:_______________	Email:________________
Name:_______________	Phone:_______________	Email:________________
Name:_______________	Phone:_______________	Email:________________

Performance Metrics:

What key performance indicators (KPIs) will the partner be responsible for? (e.g., website traffic, leads, sales) 

Budget:

What is your estimated budget for marketing services? 

$________________

Reporting and Communication:

How often will the partner provide progress reports?

What communication channels will be used for updates and feedback? 

Additional Information:

Are there any specific requirements or expectations you have from the marketing partner?

Overall Fit:

On a scale of 1-5, how well do you believe this partner aligns with your company's goals and values? (1 - Poor fit, 5 - Excellent fit)

• 1

• 2

• 3

• 4

• 5

Next Steps:

What are the next steps in the assessment process? 

Thank you for completing the Marketing Partner Assessment Form. Your input will help us make an informed decision about selecting the right marketing partner.

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