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What questions should a UK firm ask a digital agency?

Every agency has heard the standard list and has a fluent answer ready. These five are different: each one can be checked against a record the agency does not control.

The short answer

Ask questions whose answers you can check. Before appointing a digital agency, a UK firm should establish who will do the daily work, what the agency will guarantee in writing, who owns the finished work, who holds client data, and which client will take a reference call. Grade every answer before you compare prices.

Key takeaways

  • Any agency has heard the standard question list. The questions worth asking are the ones with a public record behind them.
  • A team size claim is checkable. Companies must state the average number of people they employed in the notes to their filed accounts.
  • No supplier can guarantee a Google ranking. Google says so itself, which makes a guarantee a fast disqualifier rather than a selling point.
  • Copyright in commissioned work stays with whoever made it until it is assigned to you in writing. Ask for the clause, not the reassurance.
  • An agency that will handle client records should already appear on the public data protection register. That is one search.

Search for questions to ask a digital agency and you will be handed a list. Eight of them, or twenty-one. Almost every one of those lists is published by an agency, which is the first thing worth noticing about it.

The assumption underneath them is that the questions are the hard part. They are not. Any agency that has pitched a dozen times has heard all twenty-one and has a warm answer to each. A question you cannot check is not a test. It is a prompt for a rehearsed reply, delivered by someone who does this for a living to a managing partner who does it once every four years.

The five below are different, because each has something behind it that the agency does not control: its filed accounts, the advertising code it is bound by, the copyright position and a public UK register. You can check every answer after the meeting, on your own, for nothing.

The questions are not the hard part

Push any pitch question one rung further and the ground underneath it changes.

One question, five rungs
  1. 01The claim“We have worked with firms like yours.”Everyone clears this.
  2. 02The detail“Which firms, and what was the scope?”Most clear this.
  3. 03The people“Who delivered it, and do they still work here?”Fewer clear this.
  4. 04The reference“Which of those clients will take a fifteen minute call?”Fewer again.
  5. 05The record“Where is that written down somewhere you do not control?”The rung that sorts them.
Stop at rung two and every shortlist looks identical. The questions that follow are written to start at rung five.

Who is actually going to do the work?

Ask for the names of the people who will do the daily work, then check the headcount against the filed accounts. The person who pitches is frequently not the person who delivers, and a studio of thirty on the website can be three people with subcontractors behind them. Neither is disqualifying. Being misled about it is.

This one is free to verify. Under section 411 of the Companies Act 2006 the notes to a company's annual accounts must disclose the average number of people it employed that year, and that applies to the smallest companies as well as the largest. Those accounts sit on the Companies House register and take two minutes to pull. A pitch describing a large team alongside accounts showing four employees is not necessarily lying, but it owes you an explanation of who the others are and who employs them.

The reference question sits in the same place. If an agency is using a testimonial in its marketing, the CAP Code already requires it to hold documentary evidence that the testimonial is genuine and to hold contact details for whoever gave it. Asking to speak to that client is not an unusual imposition. It is asking for something the agency is supposed to have on file.

What can this agency honestly promise?

A guarantee of position or lead volume is the single fastest disqualifier available to you. Google's own documentation for people hiring search help states that no one can guarantee a number one ranking, and tells you to be wary of suppliers who claim to, or who allege a special relationship with Google. You do not need to argue the technical point. You can hand the supplier the page.

What a competent agency commits to is the process rather than the outcome: a baseline recorded before work starts, defined deliverables in the first ninety days, a reporting rhythm, and a named person accountable for explaining a bad month. Harder to promise, far more useful to hold someone to.

Before you sit through another pitch

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Who owns what you pay them to make?

Paying for something does not make you its copyright owner. This is the question professional services firms are most often surprised by, and the one with the clearest answer in UK law. Section 11 of the Copyright, Designs and Patents Act 1988 provides that the author of a work is its first owner, and that an employer owns it only where the author made it in the course of employment. An agency you commission is not your employee. Absent a written assignment, it owns the design, the code, the copy and the images you paid for.

So do not ask “do we own the website”, because the answer will be yes and it will be given sincerely. Ask which clause assigns copyright to your firm, and when it takes effect. Ask the same about the accounts: the domain, the analytics property, the ad account and the content management login should be registered to your practice with the agency granted access, not the reverse. Recovering an asset from a supplier you are leaving is far harder than agreeing who holds it on the day you appoint them. Our guide to choosing a digital agency covers the wider comparison, but this clause is the one to read twice.

Who at the agency touches your client data?

If the agency will process personal data for you, it should already be on the public register of data protection fee payers. For an accountancy practice or a financial advice firm this is not a formality. Your client list is the asset, and a supplier building your CRM integration or running your email campaigns will handle it. The Information Commissioner's Office publishes a searchable register of organisations paying the data protection fee. An agency that cannot be found on it, or does not know whether it should be, has told you something useful about how it thinks.

The second half is the contract. Where a supplier processes personal data on your behalf, the controller and processor guidance sets out what that written contract must contain. Ask for the agency's standard version before you sign, not afterwards.

Regulated firms carry a further point no agency raises unprompted. Under COBS 4.2.1R, a firm must ensure a communication or financial promotion is fair, clear and not misleading. That obligation sits on the authorised firm. If the agency writes the landing page, the firm is still answerable for it, which makes sign-off routing part of the scope conversation rather than an afterthought.

Answer key: grade before you compare prices
QuestionGreenAmberRed
Who does the daily work?Named individuals, consistent with the filed accounts.A named lead, unnamed delivery team.“Our team”, and no names offered.
What will you guarantee?Deliverables and baseline, agreed in writing.A forecast range, clearly labelled as a forecast.A ranking position or a lead volume.
Who owns the work?Points you to the assignment clause on payment.Says you own it, cannot show where.Licence only, or ownership conditional on staying.
Who holds client data?On the register, offers its processor contract.On the register, contract described as standard.Not on the register, or unsure whether it needs to be.
Which client will speak to us?Names one with comparable scope and arranges it.Offers a written testimonial instead.Cites confidentiality and offers no alternative.
Two ambers are workable. One red is a conversation before anything else. Grade every shortlisted agency on the same five before price enters the room.

When not to hire an agency yet

The five questions assume you are ready to appoint someone. Often the honest answer is that you are not, and no supplier will tell you so.

Hold off if nobody in the practice can approve work inside a week, because an agency stalled on approvals bills you for the wait. Hold off if you cannot say what a good outcome looks like in numbers you already track, or if you have not recorded a baseline, since without one you will be arguing about attribution in month four. One more case is worth naming: where the work is small and unlikely to recur, a freelancer is usually the better buy and we will say so.

Each of those is fixable in a fortnight. Fix it before briefing anyone. Our page for professional services firms sets out what we assess before recommending anyone, and how the assessment works explains what happens when we conclude no introduction should be made at all.

Frequently asked questions

What managing partners ask us about vetting an agency.

What should I ask a digital agency before hiring them?

Ask who will do the daily work, what the agency will put in writing as a guarantee, who owns the finished work, who holds your client data, and which client will take a reference call. Ask questions whose answers you can check afterwards.

Can a digital agency guarantee first page rankings?

No. Google states that no one can guarantee a number one ranking, and tells you to be wary of anyone who claims to. A ranking guarantee is a reason to stop the conversation rather than a reason to sign.

Who owns a website an agency builds for us?

Under UK copyright law the person who creates a work is its first owner unless they made it as your employee. An agency you commission owns what it makes until it assigns the copyright to you in writing, so ask for the assignment clause rather than a reassurance.

How can I check whether an agency is as big as it claims?

Search the companies register for its most recent filed accounts. Companies must state the average number of people they employed during the financial year in the notes, which is a free check on any team size claim made in a pitch.

Should an agency be registered with the Information Commissioner's Office?

If it will process personal data on your behalf it will usually need to pay the data protection fee and appear on the public register of fee payers. That register is free to search, so the claim takes about a minute to confirm.

Sources and useful reading

  1. Google Search Central, Do you need an SEO?
  2. Copyright, Designs and Patents Act 1988, section 11.
  3. Companies Act 2006, section 411, employee numbers.
  4. CAP Code, section 3, testimonials and endorsements.
  5. Information Commissioner's Office, register of data protection fee payers.
  6. Information Commissioner's Office, controllers and processors.
  7. Financial Conduct Authority Handbook, COBS 4.2.

This article is commercial decision support, not legal, financial, regulatory or data protection advice. Take professional advice on contract questions.

Who wrote this

Agency Network Solutions

We introduce professional services firms to one vetted specialist agency. The agency pays us, and only if the relationship works, which is why recommending the wrong one costs us money. Registered with the Information Commissioner's Office, registration ZC201179.

The standard an agency has to meet

One considered introduction

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