Marketing Partner Evaluation Form

Welcome to the Marketing Partner Evaluation Form, a concise tool to assess potential marketing partners. This form aims to help [Your Company Name] make informed decisions when selecting marketing collaborators. Please fill out the following sections:

Prepared By: [Your Name]

Email: [Your Email]

I. Partner Information

A. Company Background

Partner Company Name:	John Smith
Year Founded:	2050
Mission and Vision:	Mission - "To empower businesses with effective marketing solutions." Vision - "To become a global leader in innovative marketing strategies."
Core Values:	Integrity Creativity Client-Centric Approach Continuous Improvement Team Collaboration

II. Experience and Expertise

A. Industry Experience

Years in the Industry:
Notable Clients:

B. Case Studies

Please provide links to or descriptions of three relevant case studies:

III. Team and Resources

A. Team Size

Total Team Members:
Marketing Specialists:

B. Tools and Technology

Please list the key marketing tools and technology used by your company:

• Google Analytics

• Adobe Creative Cloud

• HubSpot

• Hootsuite

• Other (please specify): ________________

IV. Pricing and Payment

A. Pricing Structure

Fee Structure:
Additional Costs:

B. Payment Terms

Payment Schedule:
Payment Methods:

V. Project Timeline

A. Project Start Date

Projected Start Date:

B. Availability

Current Workload:
Ability to Meet Deadlines:

VI. Marketing Strategy

A. Approach

Marketing Strategy Overview:

B. Channels

Please specify the primary marketing channels you recommend for our project:

• Social Media

• Email Marketing

• Content Marketing

• Paid Advertising

• SEO

• Other (please specify): ________________

C. KPIs

VII. Communication and Reporting

A. Communication

Communication Plan:
Primary Point of Contact:

B. Reporting

Reporting Format:
Frequency of Reports:

VIII. Risks and Contingencies

A. Identified Risks

Please identify potential risks associated with this partnership and describe your mitigation plan:

IX. Terms

A. Partnership Duration

Proposed Partnership Duration:

Thank you for completing the Marketing Partner Evaluation Form. Your responses will help us make an informed decision about partnering with your company. For any inquiries or additional information, please contact [Your Company Name] at [Your Email] or [Your Company Number]. We appreciate your interest in collaborating with us.

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