What the customer receives

AgencyMatch example report

The paid deliverable is a structured document the customer keeps, not a chat transcript.

A complete sample document, written the way AgencyMatch writes one. The customer, the numbers and the sources are illustrative.

AgencyMatch Agency shortlist

Agency Shortlist · USD 69

You asked for a brand agency. You need two freelancers and a decision.

Four providers matched to the problem, and an honest argument for spending a third of the budget.

Prepared for
Larkfield Health · Series A, 31 people, budget USD 60,000
Reference
AM-6614-AS
Issued
3 October 2026
Settlement
$AGCY · USDC on Base

Your brief asks for a branding agency to reposition the company. Reading the brief, the positioning question is not settled internally, and no agency can settle it for you. This shortlist includes three agencies that could do the work you described, and one route that costs USD 22,000 and is probably the right answer.

Do not appoint yet

Two of your three stakeholders described the target customer differently in the brief you sent us. Appointing a USD 60,000 agency to express a positioning that does not exist yet is the most common and most expensive mistake in this category, and it usually surfaces at the second presentation.

4 Routes compared
USD 60,000 Budget as briefed
USD 22,000 Recommended first spend
2 Conflicting definitions in your brief
01

The brief

What you asked for, and what is in the document

Requested: full rebrand, new identity, messaging framework, website, six month engagement, USD 60,000.

In your briefWhat it impliesSettled internally?
Reposition for enterprise buyers A strategy decision No
Still serve existing clinic customers Two audiences, possibly two brands No
New visual identity An execution decision Yes
New website An execution decision Yes
Messaging framework Downstream of the first two rows Blocked
Six months Reasonable for execution, long for strategy Yes

Page two of your brief describes the target as hospital procurement teams. Page five describes them as independent clinic owners. Those are different companies with different brands, and an agency will charge you to discover that.

02

Options

Four routes, compared

What each route actually buys
CostDurationSettles positioning?Delivers identity?
Agency A, brand consultancy USD 58,00020 weeksYesYes
Agency B, design studio USD 44,00014 weeksNoYes
Agency C, full service USD 71,00024 weeksPartlyYes
Staged: strategist then studio USD 22,000 then 38,0006 then 14 weeksYesYes, later

The staged route costs USD 60,000 in total, the same as your budget. The difference is that you can stop after USD 22,000 if the positioning work tells you something that changes the brief, and that optionality is worth more than the discount.

Recommended

Independent strategist, 6 weeks, USD 22,000

One senior person, interviews with your three stakeholders and eight customers, ends with a written positioning that the three of you have signed. Then brief the studio with a settled answer.

If you must appoint one firm

Agency A, USD 58,000

The only one of the three whose process genuinely starts with the strategy question. They will find the contradiction in section 01 in week two and the conversation will be uncomfortable and useful.

Not yet

Agency B, USD 44,000

An excellent studio and the best portfolio of the three. Brief them in four months, not now. Given an unclear position they will produce something beautiful that nobody can agree on.

03

Risks

Where these relationships go wrong

RiskWhich routeHow to test it before signing
The named senior person does not work on it All three agencies Ask who is on the account weekly, by name, and put it in the contract
Scope stops at handover, not at adoption B and C Ask what happens in the eight weeks after delivery
Healthcare regulatory language is unfamiliar B Ask for one healthcare example where claims were reviewed
Strategy is a two day workshop labelled as strategy C Ask how many customer interviews are included, and who does them
The staged route loses momentum between stages Staged Contract the studio before the strategy finishes, starting on a fixed date
  • Who is on the account weekly, by name
  • How many customer interviews, and conducted by whom
  • What happens in the eight weeks after handover
  • Ownership of files, fonts and source artwork
  • What a change of direction in week ten costs
  • Whether the three of you can agree the target customer in one sentence
AgencyMatch provider shortlist · confidential to the buyer · 3 October 2026 AgencyMatch · $AGCY
The order behind this document
Format

Structured document with tables, checklists and cited evidence.

Back to AgencyMatch →