Sector playbook · Marketing and creative agencies

The agency playbook

How to become an agency ChatGPT names when clients ask who to hire

For founders and managing directors of UK marketing, PR, creative and digital agencies.

Sector lead for marketing and creative agencies at Fortitude Media

Download the playbook (PDF, 8 pages, 1.5 MB)

PDF · 8 pages · 1.5 MB · September 2026 · Free, no form

The cover of The agency playbook

More of the people who hire agencies now start by asking an AI assistant for a shortlist, and most agencies never learn they were left off it. This playbook shows what assistants check before they name an agency, and what to fix first.

What is inside

  • The questions marketing directors ask AI assistants
  • Why full-service agencies rarely get named
  • Which directories and bodies to fix first
  • A ten-question scorecard for your agency
  • Five steps to case studies assistants can use
  • A plan for this month and the next ninety days

Questions your buyers ask

  • Asked an AI assistantWhich B2B marketing agencies in Manchester specialise in SaaS?
  • Asked an AI assistantWhich PR agencies are good at fintech launches?
  • Asked an AI assistantBest branding agency in London for a professional services firm
  • Asked an AI assistantWhat does a B2B marketing agency cost per month in the UK?

Three of the ten scorecard questions

  1. Does your homepage say in one sentence who you are best for and what you do for them?
  2. Is that same sentence used on LinkedIn and every directory profile?
  3. Can a stranger reading your homepage with the images switched off say what you specialise in?

The full scorecard, a plan for this month and the next ninety days, and the sources assistants check are in the PDF.

Questions founders ask

Is Clutch a reliable way to choose a marketing agency?

It is a useful filter rather than a verdict. Clutch checks reviewer identity and has an editor check every review, and its rankings weigh verified evidence and how focused an agency is. But agencies choose which clients to invite, so reviews are a sample of the happiest ones. Use Clutch to build a shortlist, then check case studies and speak to clients.

Should a founder-led B2B firm hire a specialist agency or a full-service one?

In our view, usually a specialist for the problem that matters most, because the people doing the work will know your buyers and your channel. A full-service agency can suit a firm that needs many things done at a basic level and has no one to coordinate several suppliers. Whichever you choose, one person on your side should own the result.

Should an agency publish its prices?

It helps more than most agencies expect. Buyers ask assistants what agencies charge, and an assistant can only give your figures if it can find them. Typical project ranges, a starting point for monthly retainers and an explanation of what changes the price are enough. Prospects then arrive with realistic budgets.

How do I check an agency's results before hiring them?

Ask for case studies with dated figures the client has approved, then ask to speak to that client. Check whether the client mentions the agency on its own website or LinkedIn, and read the agency's verified reviews on Clutch. For AI search work, ask to see the question list and the month-by-month record behind any claim.

Read the full guide

Sector guides · 13 min read How does our agency get named when clients ask ChatGPT for one? Marketing directors now ask ChatGPT for agency shortlists. Here is why so many good agencies are missing from those answers, and what to change on your site, case studies and listings.
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Ross Williams
Written by

Ross Williams

Co-founder, non-executive, Fortitude Media

Ross built and ran a subscription business for twenty-one years, bootstrapped. He wrote Subscribe and Conquer and established the Fortitude Foundation.

  • How buying is changing
  • PR and reputation
  • Sector guides
  • Founder-led sales

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