Because selecting an agency is a relatively infrequent activity and because the marketing communications industry is changing so fast, it is hard to keep a finger on the pulse, especially if it is a first time for your company to undertake a pitch. As a result, many marketers choose to use pitch consultants to help with the pitching process. IAPI and the AAI have jointly accredited a number of pitch consultants who follow these guidelines.
IAPI and the AAI have jointly accredited a number of pitch consultants who follow the guidelines to finding the right agency. A full list of accredited consultants is available here and AAI (aai.ie) websites. It is important to introduce a pitch consultant as early as possible into the process if this is the route you choose.
A mutual non-disclosure/confidentiality agreement (NDA) ought to be signed before undertaking any meetings. It is of benefit to both parties to enter into such an agreement, which should cover information and materials supplied by you for the pitch and those produced by the agency in response. IAPI have model NDA templates for agency and client use available from their pitch hub on the iapi.ie website.