Stage 1

Assess

A comprehensive 4–6 week assessment mapping every agency's operational reality against the eight stages of the campaign lifecycle.

Duration: 4–6 weeks | Frequency: Once at engagement start or contract renewal

The Eight Stages of the Campaign Lifecycle

The assessment maps performance across every stage of how marketing work actually gets done.

01

Brand Strategy & Planning

02

Consumer Research & Insight

03

Integrated Campaign Planning

04

Channel Strategy

05

Creative Strategy & Ideation

06

Content & Asset Development

07

Media, Social & Commerce Activation

08

Measurement, Reporting & Optimisation

Five Assessment Dimensions

At each lifecycle stage, we assess across five dimensions to build a complete operational picture.

01

Operational Efficiency

  • Time-to-delivery for key deliverables (brief to concept, concept to production)
  • Turnaround times for revisions, approvals, feedback loops
  • Volume of output vs. resource deployed (FTE per asset, cost per deployable asset)
  • Communication efficiency (response times, meeting load, brief quality)
  • Bottleneck identification — where does work stall and why
02

Rate & Cost Sufficiency

  • Blended rate analysis across all roles touching the lifecycle
  • Cost per output type (finished ad, social asset, campaign launch)
  • Rate sufficiency against AI-adjusted benchmarks
  • FTE-to-output ratios benchmarked against industry standards
  • Hidden cost identification (scope creep, over-servicing, unnecessary layers)
03

AI Capability & Maturity

  • Current AI tool adoption across the lifecycle
  • AI maturity scoring per stage: Manual to Autonomous
  • Practitioner-level assessment — not just tools, but effective usage
  • Governance and quality controls around AI-generated output
  • Data infrastructure readiness for AI optimisation
04

Ways of Working & Process Quality

  • Briefing quality assessment (data-rich enough for efficient workflows?)
  • Approval process mapping (gates, duration, stakeholders)
  • Collaboration model analysis (client-agency interaction patterns)
  • Technology stack alignment (connected or siloed?)
  • Communication patterns — frequency, quality, alignment with project needs
05

Quality & Effectiveness

  • Output quality scoring against agreed standards
  • First-time approval rates (approved without revision?)
  • Revision cycle analysis (triggers, preventability)
  • Campaign effectiveness metrics where available

Assessment Methodology

The assessment combines five evidence-gathering methods to build a picture based on reality, not self-reporting.

Structured Interviews

8–12 per agency, client-side and agency-side

Process Observation

Shadowing real campaign workflows, not theoretical descriptions

Data Analysis

Actual timesheets, project management data, delivery records, communication logs

AI-Powered Document Analysis

Scanning briefs, feedback, reports for pattern identification

Tool & Technology Audit

Hands-on assessment of what is being used and how

Assessment Deliverables

Campaign Lifecycle Efficiency Scorecard

Per-stage scoring across all five dimensions, benchmarked against industry standards.

Efficiency Gap Analysis

Specific, quantified gaps between current performance and achievable efficiency.

Cost of Inaction Report

Annualised commercial impact of the efficiency gap over the contract period.

AI Maturity Map

Visual representation of where AI is and isn't being used, with maturity scores per stage.

Quick Win Identification

Top 10 efficiency improvements achievable within 90 days.

See where you stand

The Efficiency Calculator gives you an instant preliminary assessment. A full CLI Assessment validates with real data.