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Marketing agencies face the same challenges.
Setup helps solve them.

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Our solutions are designed to help marketing agencies level up.

Leveraging 25+ years of sales and marketing experience alongside 10+ years connecting brands with agencies, Setup is uniquely positioned to help agencies grow.

How to increase client and employee retention

Lay the Foundation for Agency Growth

Agencies have blind spots around how clients and staff REALLY view them.


marketing agency Business development help

Connect to qualified opportunities

Agencies struggle to grow beyond referrals from "friends of the agency."


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Rethink your agency’s business development strategy with this half-day workshop.

Our customized workshop teaches your team to build and execute a cohesive business development strategy. As connectors of brands and agencies, Setup leverages deep understanding of what it takes to attract and convert prospects into new clients.

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Section I

Differentiated Positioning

Learn how to develop a positioning strategy that differentiates the agency from others.

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Section II

Tools, Team, and Process

Work through the processes, team composition, and tools you need to enable agency growth.

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Section III

Outreach & Closing

Discover new ways to systematically attract, nurture, and convert new business.


It will help me challenge things in a new way...
"The business development training that Setup did with us covered relevant topics... but it also provided context with realistic, real-world examples. We got a ton of value from it. I think it will help me to look at what Swarm is doing from a new perspective and challenge things in a new way."

SWARM Agency




Understand how to position & differentiate your agency.

All agencies sound the same. Positioning is the foundation that agency business development is built upon. We teach you to identify and capitalize on the key differentiators that get your agency noticed by target clients.

Learn how to identify synergies and disconnects around:

  • Agency Identity - Philosophy, approach, & values

  • Agency Services - Capabilities, experience, & work style

  • Target Prospects - Who you’re targeting vs. who you’re reaching

  • Competitors - Who you think you’re competing against vs. who you’re actually competing against

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Streamline the teams, tools, and processes that drive your business development process.

If your agency does not have the infrastructure for business development, you will not succeed with it.

Agencies who have not seen a return on their business development investment typically have deficiencies in the BD team, the tools used for BD, or the processes that drive BD.

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Outreach & Closing

Embrace proven practices to attract, nurture, and close new business.

Most agencies rely on referrals and friends of the agency for new business - which is not a sustainable pipeline. Setup shares proprietary best practices based on decades of business development experience.

  • Inbound Tactics & Best Practices

  • Outbound Tactics & Best Practices

  • How to Connect and Build Real Relationships with Prospects

  • Handling Objections

  • How to Approach Pitches, RFPs, & Spec Work

  • Getting to Close

Marketing Diagnostic

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Refine & Elevate Agency Messaging

The Marketing Diagnostic uncovers the shortcomings of the agency’s client-facing messaging and provides data-driven recommendations on how the agency can differentiate itself in the marketplace without compromising its core identity.

How can marketing agencies reach brands more effectively?


Does the agency messaging give prospects what they are looking for?

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Is the agency marketing content missing fundamental elements?

Marketing agency values and purpose


Does the communication consistently match the agency core identity?

Build a marketing agency’s brand.


Does the agency stand out from other similar agencies?


"The Marketing Diagnostic was way more detailed than I could have ever imagined. In practice, it identified specific details that we've overlooked forever and helped us prioritize. In effect, it motivated our team to treat [our agency] like a client...and to take action."

Agency Leader


Improve marketing agency messaging


Examine every element of the agency’s messaging.

  Website   Capabilities Decks
  Social Media   Email Outreach
  Pitch Decks


How it works

Marketing Diagnostic Process

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Step 1

Upload Marketing Materials
Upload agency capabilities deck, pitch deck, and sample outbound emails.

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Complete Agency Questionnaire
Tell us about the agency.

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Step 3

Schedule Presentation
Explore results, recommendations, and analyses from the final report.

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The agency assessment uncovers the reality of how your agency is perceived by key staff, current clients, and past clients… and for clients and employees, perception is reality.

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It is 5x more expensive to acquire a new customer than to retain an existing customer.

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3 in 4 agency leaders cite agency growth as their #1 challenge.

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Agency employee turnover rate is approximately 30% - second only to the tourism industry.

Client Relationships

Secure and strengthen client relationships

Gives clients an opportunity to express needs and concerns allowing the agency to strengthen the relationship and promote loyalty. This process includes interviews with current clients, past clients, and potential clients that did not select the agency.

"Most agencies have a stuffy, 'I'm-smarter-than-you' attitude. The fact that [my agency] took the time to ask me for my opinion showed me that they valued our partnership."



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Team Dynamics

Safeguard agency culture

Provides leaders, key staff, and new team members a platform to deliver anonymous feedback, so the agency can improve retention.


"The Agency Assessment opened up insights about our employees and customers we had not yet discovered. Having this feedback from both our internal and external stakeholders is immensely valuable. We're thankful to have Setup as a partner."

Javier Santana | Co-Founder, Launch



Develop agency growth strategy

Synthesizes internal and external feedback into actionable insights and recommendations for growth.

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"Setup saved me hours of research since I know they have spent significant time upfront to vet each of their agency partners."

Brenda Richelt | Georgia-Pacific Professional


How it works

Agency Assessment Process

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Step 1

Submit Startup Documents
Tell us about the agency and connect Setup with the right staff and agency contacts.

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Step 2

Setup conducts interviews with current clients, past clients, lost pitch clients, and key staff.


Step 3

Presentation & Findings
Explore results, recommendations, and analyses from the final report.


Sustainable Pipeline

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Finding clients is the #1 challenge for agencies.

Agencies depend on referrals for growth, but referrals are not scalable.

Finding the right partnership is 50% about chemistry and 50% about capability. For less than the annual salary of a junior employee, Setup connects agencies with established brands with chemistry and capability in mind.

Over 500 Introductions Made

Setup drives agency growth

Client-side marketers look to Setup as a trusted resource to help them find their next agency partner. We help agencies connect with those opportunities through:

  Monthly introductions to brands with needs

  Invitations to exclusive quarterly events with senior marketers

  Boosting agency awareness through Setup content channels

How it works

Sustainable Pipeline


Step 1

Agency Assessment
Prerequisite for the Sustainable Pipeline.

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Step 2

Kickoff Meeting
Joint planning session for outreach.


Step 3

Connect with Opportunities
One introduction per month to an established brand.