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Evaluate a Marketing Agency Proposal

Test agency promises, baselines, attribution, fees, and incentives against the merchant's real advertising and sales evidence.

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The opportunity

An agency proposal can look attractive while using a different baseline, attribution window, revenue definition, fee treatment, or target period than the merchant's actual business. Incentives can also reward attributed revenue, spend growth, or short-term ROAS without improving contribution.

BizSidekick extracts each material claim and commercial term, reconciles it with current advertising and store evidence, and shows which parts are verified, plausible, unsupported, or structurally misaligned.

How it works

  1. Extract the proposal contract — Identify promised outcomes, baselines, forecasts, services, fees, incentive rules, exclusions, attribution, and termination terms.
  2. Read the merchant baseline — Pull comparable advertising spend, platform outcomes, Shopify net sales, margin, refunds, seasonality, and current operating constraints.
  3. Reconcile definitions — Align date ranges, currencies, attribution windows, gross versus net revenue, new-customer rules, and included costs.
  4. Test forecast feasibility — Compare the required traffic, conversion, order value, spend, and contribution changes with historical ranges and constraints.
  5. Assess incentive risk — Identify terms that reward spend, platform credit, revenue shifting, discounting, or short-term results without protecting the merchant.
  6. Prepare the decision — Return verified claims, unsupported assumptions, negotiation conditions, measurement rules, and a Go, Conditional Go, or No-Go recommendation.

Safety boundary

The proposal's definitions do not replace merchant data. Platform-attributed revenue is kept separate from incremental sales, and missing cost, margin, or baseline evidence remains an explicit negotiation condition.

Expected outcome

A baseline reconciliation, risk map, negotiation terms, and evidence-backed Go or No-Go recommendation

Try this prompt

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@BizSidekick Evaluate this marketing agency proposal against my real advertising and store baseline. Reconcile every performance claim, fee, attribution rule, incentive, and forecast, then give me negotiation terms and an evidence-backed Go or No-Go recommendation.
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