Service — The Assessment
The assessment red flags to watch for in any marketing firm
You will know within sixty days whether the Assessment was sold honestly, and the tell is whether anyone has yet shown you a number that could embarrass them.
7 min read · Reviewed by both partners
Pre-purchase questions get rehearsed answers. These are the signals that appear after the contract is signed, when the incentive to perform has already been collected.
Benchmark for comparison: this deliverable produces a paid two-hour working session with both partners that ends with one named constraint, measured on whether the constraint it named turned out to be the real one.
Step by step
Week two: nobody has asked for your numbers
A firm that has not requested actual financial or spend data is building from assumptions and will present them back to you as insight.
Signal two: the promised artifact became a slide deck
Slides are a summary format. If the artifact you were promised has become a presentation, the scope quietly changed.
Signal three: seniority quietly drained out of the meetings
Track who is in the meetings. The drift from partner to coordinator is gradual and rarely announced.
Signal four: the reporting turned directional
‘Trending well’ and ‘strong engagement’ appear when the depositable numbers are not cooperating.
Signal five: the success measure moved
It was agreed as whether the constraint it named turned out to be the real one. If it moves, ask why in writing, and ask before agreeing.
Common mistakes
Waiting for the quarterly review to raise it
Two months of drift is much harder to correct than two weeks. Say something at week four.
Accepting activity reports as progress
Hours logged and assets produced are inputs. Neither tells you whether the number moved.
Frequently Asked Questions
The assessment red flags to watch for in any marketing firm?
Pre-purchase questions get rehearsed answers. These are the signals that appear after the contract is signed, when the incentive to perform has already been collected.
What does Growth-Scaling need from a business owner to act on this?
It sits under The Assessment in the Growth Scaling Method. The next step for an owner is the $1,500 Assessment, which reads your own numbers against everything described above.
What is the investment?
The one-time Foundation runs $4,500. Whether a monthly program follows, and at what level above the $5,000 floor, is a decision the Plan of Action makes with the numbers in hand.
Who is doing this work day to day?
David Mitroff and Steven Lockhart, jointly. The firm is deliberately structured so the people in the pitch are the people on the account.
References
- www.irs.gov — primary source
- www.data.gov — primary source
- www.usa.gov — primary source
Set the checkpoints before you sign
Agree the measure, the artifact, and the named people in writing. Then these signals become easy to spot.
Growth-Scaling is a marketing and business-scaling firm. It is not a licensed practitioner in any client vertical and does not provide medical, legal, financial, or contracting services; all industry content on this site is marketing and growth guidance for owners in those fields. Figures describing past engagements refer to specific businesses under specific conditions and are not a prediction of any future result. No outcome is promised.
Written by Steven Lockhart, reviewed by David Mitroff, Ph.D. Figures and regulatory details reflect the cited public sources; requirements vary by state and situation. Growth-Scaling is a marketing and business-scaling firm, not a licensed practitioner in any client vertical.