Free Agency Brand-Fit Diagnostic
Score how well your agency's services align with a prospect's brand across tone, channels and audience — get an AI match report with onboarding recommendations.
Quick answer
Agencies use this diagnostic before signing a prospect, scoring fit across tone, channels and audience so the match report shows where the partnership works and where to set expectations up front. It is a fit gauge, not a guarantee of campaign outcomes.
About this template
Agencies lose margin when they onboard clients whose brand, channels or audience don't align with their strengths. This diagnostic scores five fit dimensions — tone alignment, channel overlap, audience match, data maturity and conversion readiness — then generates a personalized AI match report with a 30-day onboarding plan. Share it with the prospect to set expectations or keep it internal for pipeline qualification.
Live Preview
Sample form and AI report preview (fillable once the app is published).
What's Included
Everything you need to run this diagnostic.
Five-dimension fit scoring
Tone, channel, audience, data and conversion — weighted equally.
AI match report
Overall fit percentage with per-axis breakdown and risk flags.
30-day onboarding checklist
Auto-generated next steps tailored to the gap areas.
AI consultant chat
QR on report opens a chat trained on brand-fit methodology.
How It Works
From copy to deliverable in four steps.
Copy the template
One-click import of form, scoring and report settings into your workspace — free.
Customize dimensions
Adjust the five fit axes to match your agency's service model.
Send to prospect
Share the link or QR; responses capture automatically.
Review AI match report
Open the personalized report, discuss fit gaps and send onboarding next steps.
Who Is This For
Pick your role — see how it fits your workflow.
Agency founders & BD leads
Qualify inbound prospects before proposal time; kill bad-fit deals early.
Account managers
Set mutual expectations at onboarding with a data-backed fit score.
Freelance consultants
Position as strategic by presenting a diagnostic report, not just a pitch deck.
Key Features
What makes this template work as a professional deliverable.
- Five weighted fit dimensions on a 1–5 anchored scale
- Overall match percentage with per-axis breakdown
- Personalized AI PDF report, printable as client-facing deliverable
- Risk-area flags (low-score dimensions trigger warnings)
- 30-day onboarding recommendations auto-generated
- QR to AI consultant trained on brand-fit methodology
- Free to copy, customize and rebrand
Sample Questions Inside
A preview of real questions — the full version adds scoring and a personalized report per respondent.
- How closely does the prospect's brand voice align with your agency's creative style? (1–5)
- Rate the overlap between your strongest channels and the client's priority platforms. (1–5)
- How well do your case-study audiences match the prospect's target demographic? (1–5)
- Assess the client's current data and analytics maturity versus what your process requires. (1–5)
- Rate the prospect's funnel readiness for the conversion tactics your agency specializes in. (1–5)
- What top-two friction points do you foresee in this partnership? (open)
- Which services would the client need that fall outside your core offering? (open)