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What Should a Marketing Agency Actually Deliver? (Checklist)

Your marketing agency sends monthly reports. But are they delivering what matters? Here's the complete checklist of what you should actually receive.

Your marketing agency sends monthly reports. But are they delivering what matters? Here's the complete checklist of what you should actually receive.

You’re paying £3,000–£10,000 per month to a marketing agency.

What should you actually be getting for that money?

Most small business owners don’t know. They receive reports full of numbers, but can’t tell if those numbers mean anything. They approve deliverables without knowing if those deliverables matter.

This checklist changes that. Here’s what a marketing agency should deliver — broken down by service type.

Strategic Deliverables (All Engagements)

Every agency engagement should include these, regardless of specific services:

Month 1: Foundation

DeliverableWhat It IsWhy It Matters
Discovery documentSummary of your business, audience, competitors, current stateProves they understand your business before executing
Strategy presentationRecommended approach, priorities, channels, timelineAligns expectations before spending money
Success metricsSpecific KPIs they’ll track and targetsEstablishes accountability upfront
Reporting templateFormat for ongoing reportsSets expectations for what you’ll see

Ongoing

DeliverableFrequencyWhat It Is
Performance reportMonthlyResults vs. targets, what’s working, what’s not
Strategy check-inQuarterlyReview of approach, recommendations for adjustments
Competitive updateQuarterlyWhat competitors are doing, implications for you

Red flag: If an agency can’t provide these basics, they’re executing without strategy.

SEO Deliverables

If you’re paying for SEO services:

Month 1

DeliverableWhat It Should Include
Technical auditSite health issues, crawl errors, speed problems, mobile issues
Keyword researchTarget keywords, search volume, difficulty, current rankings
Content gap analysisTopics competitors rank for that you don’t
Link profile auditCurrent backlinks, toxic links, opportunities
SEO strategyPriorities, timeline, expected outcomes

Monthly

DeliverableWhat It Should Include
Rankings reportPosition changes for target keywords
Traffic reportOrganic traffic vs. previous period
Technical work logFixes implemented, issues addressed
Content recommendationsTopics for upcoming content
Link building reportLinks acquired, outreach activity

What Good Looks Like

  • Rankings for target keywords improving over 6+ months
  • Organic traffic growing month-over-month
  • Technical issues decreasing
  • Clear explanation of what they did and why

Red flag: Reports full of vanity metrics (impressions, total keywords) without focus on target terms and traffic.

PPC/Paid Advertising Deliverables

If you’re paying for Google Ads, Bing Ads, or paid social management:

Month 1

DeliverableWhat It Should Include
Account auditCurrent structure, wasted spend, opportunities
Campaign strategyRecommended campaigns, targeting, budget allocation
Tracking setupConversion tracking properly configured
Landing page reviewRecommendations for conversion optimisation

Weekly (for active campaigns)

DeliverableWhat It Should Include
Spend reportBudget pacing, daily spend
Performance snapshotKey metrics (impressions, clicks, conversions, cost per conversion)

Monthly

DeliverableWhat It Should Include
Full performance reportAll metrics by campaign, ad group, and keyword
Spend breakdownWhere money went and why
Optimisation logChanges made (bids, ads, targeting)
RecommendationsWhat to test, scale, or pause
Competitive insightsAuction insights, competitor activity

What Good Looks Like

  • Cost per conversion decreasing over time
  • Conversion rate improving
  • Quality scores increasing
  • Clear explanation of optimisation decisions
  • Proactive recommendations (not just maintenance)

Red flag: Reports that only show spend and clicks, not conversions and cost per conversion.

Content Marketing Deliverables

If you’re paying for content creation:

Month 1

DeliverableWhat It Should Include
Content auditAssessment of existing content
Content strategyThemes, formats, publication schedule
Content calendarPlanned topics for 3+ months
Style guideBrand voice, tone, formatting standards

Monthly

DeliverableQuantity (example: £2,000/month)
Blog posts4 posts (1,500–2,000 words each)
Post outlinesFor your review before writing
SEO optimisationEach post targeted to keywords
Performance reportTraffic, engagement, conversions from content

What Good Looks Like

  • Content that matches your brand voice
  • Topics aligned with SEO and business goals
  • Consistent publishing schedule
  • Traffic and engagement metrics for each piece
  • Clear process for your input and approval

Red flag: Generic content that could be for any business. No SEO consideration. Missed deadlines.

Social Media Management Deliverables

If you’re paying for organic social media:

Month 1

DeliverableWhat It Should Include
Social auditCurrent state, what’s working, what’s not
Social strategyPlatforms, posting frequency, content mix
Content pillars3–5 themes for ongoing content
Competitive analysisWhat competitors are doing on social

Monthly

DeliverableQuantity (example: £1,500/month)
Posts created20–30 posts across platforms
Content calendarScheduled posts for your review
Community managementResponse to comments and messages
Performance reportReach, engagement, follower growth

What Good Looks Like

  • Content that matches your brand
  • Consistent posting schedule
  • Active engagement (not just broadcast)
  • Follower growth (quality, not just quantity)
  • Clear connection to business objectives

Red flag: Posting for the sake of posting. No engagement with audience. Focus on follower count over engagement rate.

Email Marketing Deliverables

If you’re paying for email marketing:

Month 1

DeliverableWhat It Should Include
Email auditCurrent list health, past performance
Email strategyCampaigns, sequences, frequency
Template designBranded email templates
Automation setupWelcome sequence, nurture flows

Monthly

DeliverableQuantity (example: £1,000/month)
Email campaigns2–4 campaigns (newsletters, promotions)
A/B testsSubject lines, content, send times
List managementCleaning, segmentation, growth
Performance reportOpens, clicks, conversions, unsubscribes

What Good Looks Like

  • Open rates above industry average (20%+ for most industries)
  • Click rates improving over time
  • List growth (net of unsubscribes)
  • Revenue or leads attributed to email
  • Clear testing and learning approach

Red flag: Declining engagement rates. No segmentation. Spammy frequency.

Reporting Standards

Regardless of service, reports should be:

Clear

  • Written for you, not marketing experts
  • Key metrics highlighted
  • Plain English explanations

Actionable

  • Recommendations, not just data
  • What to do next
  • What decisions you need to make

Honest

  • Acknowledges what’s not working
  • Explains failures, not just successes
  • Proposes solutions to problems

Consistent

  • Same format each period
  • Easy to compare month-over-month
  • Delivered on time

When to Push Back

Push back when you see:

  • Vanity metrics only — Impressions without conversions, followers without engagement
  • No comparison to targets — Numbers without context
  • All good news — Marketing never goes perfectly; honest reports include challenges
  • No recommendations — Data without action items
  • Unexplained changes — Results shifting without explanation

Sample pushback questions:

  • “Can you explain how this connects to our business goals?”
  • “What would you recommend we do differently?”
  • “Why do you think [metric] changed this month?”
  • “How does this compare to what we expected?”
  • “What’s not working and what are we doing about it?”

Good agencies welcome these questions. Defensive agencies are hiding something.


FAQ

How often should I receive reports?

Monthly at minimum for full reports. Weekly check-ins or snapshots for active paid campaigns. Quarterly strategic reviews.

What if my agency doesn’t provide some of these?

Ask for them. Good agencies will accommodate. If they can’t or won’t, that tells you something about their approach.

Should I expect to see results in reports immediately?

Leading indicators (activity, traffic, engagement) should appear quickly. Lagging indicators (revenue, customers) take 3–6 months for most channels.

What’s more important: deliverables or results?

Results. Deliverables are inputs; results are outputs. But without proper deliverables, you won’t get results. Track both.


Related: Digital Marketing for Small Business: The No-BS UK Guide | How to Choose a Marketing Agency (From Someone Who Runs One)

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