Agency Shortlist

What the Organization asks for before its AI team starts work.

What you need

A branding agency to reposition us for enterprise buyers

The company

Larkfield Health. Series A, 31 people, clinical workflow software.

Scope as we see it

New identity, messaging framework, new website. Six months.

Budget

USD 60,000

Why now

We are selling to hospitals and still look like a clinic tool

Who decides

CEO, me as CMO, and the head of product. Three of us.

What we have tried

Two agencies pitched last year. Neither felt right and we could not say why.

Decision date

Appoint by the end of October

Attached by the buyer.

• Our brief, 6 pages (PDF)
• Current website and deck (URLs)
• The two pitch decks from last year (PDF)

1. Company defines the problem, desired outcome, budget, timeline, geography and internal capabilities.
2. Needs agent determines what kind of provider is actually appropriate.
3. Search agent builds a small candidate pool.
4. Fit agent evaluates evidence, specialization, team model and commercial structure.
5. Buyer receives a shortlist with tailored questions for each agency.

• Problem and scope summary
• Recommended provider type
• Shortlist
• Relevant evidence/case-study fit
• Commercial model notes
• Potential mismatch risks
• Questions to ask
• Proposal comparison framework