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27 Questions to Ask a Digital Agency Before You Sign the Contract

27 Questions to Ask a Digital Agency Before You Sign the Contract
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27 Questions to Ask a Digital Agency Before You Sign the Contract

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Most businesses ask an agency two things before signing: how much does it cost, and can you show me some case studies? Those questions are not wrong. They’re just not enough. The agencies that disappoint clients rarely do so because they lacked impressive logos in their pitch deck. They disappoint because of how they staff accounts, how they handle the first 90 days, whether they can genuinely do what they claim in AI search, and what the contract says about who owns what when the relationship ends. These 27 questions cover all of it.

Contents

Why most businesses ask the wrong questions

Group 1: Team and seniority (Q1–Q6)

Group 2: Strategy and process (Q7–Q12)

Group 3: AI search and GEO (Q13–Q17)

Group 4: Reporting and attribution (Q18–Q22)

Group 5: Contracts, IP, and risk (Q23–Q27)

Bring this checklist to your Shout Digital strategy session

Frequently asked questions

Why most businesses ask the wrong questions

There is a predictable pattern to how most businesses evaluate digital agencies. They compare pricing across three proposals, skim the case studies, ask whether the agency has worked in their industry before, and make a decision based on who felt most confident in the room. Then, six months later, they’re frustrated.

The gap between a good pitch and good delivery is not subtle. It shows up when you discover your account is being managed by someone who graduated two years ago. It shows up when your monthly report is full of traffic numbers that have no connection to revenue. And in 2026, it shows up when the agency claiming to do GEO and AI search optimisation cannot explain, in specific terms, how they measure citation rates across ChatGPT, Gemini, Perplexity, and Claude. The questions below are designed to surface that gap before you sign, not six months after.

Group 1: Team and seniority

The single biggest driver of poor agency outcomes is the gap between who pitches you and who works on your account. These questions close that gap before you commit your budget.

01
Who will be working on my account day-to-day, by name and role?

This is the most important question on the list. A genuine senior-delivery agency will give you a name without hesitation and offer to introduce that person before you sign. If the answer is “we’ll assign the right team once you’re onboarded,” that means you’re being handed to whoever is available.

What a good answer looks like: A specific name, their title, a brief summary of their background, and an offer to meet them before you commit.

02
What is their seniority level and professional background before your agency?

A title on a business card tells you very little. What matters is whether the person managing your account has held a Head of Department or Marketing Manager role at an agency or in-house team before joining. If they graduated two years ago and have only ever worked at this one agency, they are a junior practitioner regardless of their current title.

What a good answer looks like: “Our account managers are ex-Heads of SEO, ex-Heads of Paid Media, or equivalent in-house leadership. Here is [name]’s background.”

03
How many accounts will that person manage alongside mine?

This is the most diagnostic question on team quality. A senior practitioner managing fifteen accounts cannot give any single client meaningful strategic input. The maths simply does not work. An honest senior-delivery agency will tell you the number confidently, because it is low enough that they’re proud of it.

What a good answer looks like: A specific, low number. Anything above ten concurrent accounts per senior specialist is a red flag.

04
Do you use offshore contractors or outsource work overseas?

Offshore outsourcing is more common in the Australian digital agency market than most clients realise. Content may be written overseas, technical SEO audits may be outsourced to contractors in lower-cost markets, and link-building schemes often involve offshore networks that carry significant Google penalty risk. Ask directly. The answer will either be reassuring or revealing.

What a good answer looks like: “All strategy and execution is done onshore by our full-time team. We do not outsource work overseas.” See our guide to the real cost of offshore SEO for Australian businesses.

05
What happens if my account manager leaves?

High staff turnover is a structural feature of junior-heavy agencies. Graduates stay for 12 to 18 months, then move on. Each time they leave, the knowledge they’ve built about your account leaves with them. Ask the agency what their process is when an account manager departs. An agency with a genuine continuity plan and a low-turnover senior team will have a clear answer.

What a good answer looks like: A specific handover process, a commitment to overlap periods, and ideally evidence of low historical turnover among the senior team.

06
Will the team who pitches us be the team who works on our account?

The bait-and-switch is so common in digital marketing that it barely qualifies as a secret. Ask the question plainly. If the agency hedges, describes a “collaborative team structure” without naming names, or says the pitch team is “involved in strategy but not day-to-day delivery,” you have your answer. Read our breakdown of senior-led versus junior-staffed digital agencies for a fuller picture of what this costs businesses.

What a good answer looks like: “Yes. The strategist presenting today is the strategist who will build and own your campaign.”

Group 2: Strategy and process

A polished deck is not a strategy. These questions separate agencies that have a genuine process from agencies that customise the same generic plan for every client and call it bespoke.

07
How do you approach the first 90 days?

The first 90 days reveal a great deal about how an agency actually operates. A structured agency will walk you through a clear sequence: opportunity audit, gap analysis, strategy development, and prioritised implementation. An agency without a genuine process will describe “getting to know your business” in vague terms that don’t map to specific deliverables or timelines.

What a good answer looks like: A week-by-week or month-by-month breakdown covering what gets audited, what gets built, and what first-phase priorities look like for your specific situation.

08
What does your audit process cover?

An SEO audit that only checks technical issues misses most of the opportunity. A thorough audit covers technical SEO (crawlability, site speed, schema, indexation), content quality and topical authority, backlink profile, competitor gap analysis, and increasingly in 2026, AI search visibility and GEO positioning. Ask the agency to describe specifically what their audit covers and what outputs you’ll receive.

What a good answer looks like: A clear scope covering technical, on-page, off-page, content, and AI search components, with a deliverable (written audit report) you receive regardless of whether you proceed.

09
How do you stay current with Google algorithm changes?

Google released multiple core updates in 2024 and 2025 that dramatically changed how helpful content, E-E-A-T signals, and site authority are assessed. An agency that managed client accounts through those updates without penalties learned something valuable. Ask them to describe how they respond when a major update rolls out: what do they check, what do they do for clients, and how quickly do they act.

What a good answer looks like: A specific process for monitoring updates, reviewing client impact, and adjusting strategy proactively, with zero penalty history as the evidence it works.

10
How do you handle strategy disagreements with clients?

This question sounds unusual but reveals a lot about how an agency operates. A good agency has a point of view and is not afraid to defend it with data. An agency that simply agrees with everything the client says is not doing strategic work; they’re doing order-taking. But the reverse is also true: an agency that refuses to explain its reasoning or dismisses client input is not a partner. Look for confident, evidence-based communication.

What a good answer looks like: “We present our reasoning with data. We’re open to client input. But if we believe a direction is wrong, we’ll tell you clearly and explain why.” See our guide to why digital marketing underperforms for what happens when agencies don’t push back.

11
What is your link-building philosophy?

Link-building is where many agencies cut corners, and those shortcuts can cause penalties that take years to recover from. Ask specifically: what tactics do they use, what kinds of sites do they pursue links from, do they use private blog networks (PBNs), and can they show you examples of links they’ve built for existing clients. Vague answers about “high-quality link building” without specifics are a warning sign.

What a good answer looks like: White-hat tactics only. No PBNs. Real editorial links from relevant Australian and international publications. Specific examples available on request.

12
Do you have a penalty history with any clients?

A Google algorithmic or manual penalty can wipe out years of organic rankings. Ask the question directly: has any client ever received a Google penalty while under your management? An agency with black-hat tactics in their history will deflect. An agency that has operated with white-hat methods for an extended period can answer clearly. Fifteen years of operation with zero client penalties is a verifiable standard. Ask if the agency can match it.

What a good answer looks like: “No. Zero penalties across all client accounts in our history.” Anything less than a clean record warrants follow-up questions.

Group 3: AI search and GEO

As of 2026, a significant and growing proportion of buyer research happens inside AI platforms before a Google search is made. An agency without a genuine GEO capability is leaving a fast-expanding channel unoptimised. These questions separate real GEO expertise from relabelled content marketing.

“If an agency can’t tell you specifically which AI platforms they optimise for, how they measure citation rates, and what content signals drive LLM recommendations, they are repackaging SEO work and calling it GEO.”

The GEO questions below will expose that gap in under five minutes.

13
Do you offer GEO and AEO services, and what do they actually involve?

Generative Engine Optimisation (GEO) and Answer Engine Optimisation (AEO) are now distinct disciplines. GEO focuses on getting your brand cited by large language models like Claude, Perplexity, and ChatGPT in response to research queries. AEO focuses on appearing in AI-generated answers and featured snippets. Ask the agency to explain, in plain terms, what their GEO and AEO work actually involves, not what the acronyms mean.

What a good answer looks like: A clear methodology covering entity optimisation, structured content creation, citation source development, and authority signal building, with each element explained in concrete terms. Read our guide to what GEO is and how it works for Australian businesses.

14
How do you measure AI search visibility?

AI visibility is measurable. Citation rates, mention rates across query types, sentiment in AI responses, and share of voice relative to competitors can all be tracked. Any agency offering GEO services should be able to tell you precisely how they measure these outcomes, what their reporting methodology looks like, and how frequently they provide data. “We monitor AI trends” is not a measurement methodology.

What a good answer looks like: Specific metrics tracked (citation rate, mention rate, AI recommendation rate), platforms monitored, reporting cadence, and baseline versus in-progress benchmarking.

15
Which AI platforms do you optimise for?

ChatGPT, Google Gemini, Perplexity, and Claude each have different content preferences, training data weightings, and citation patterns. An agency with genuine GEO expertise will optimise differently for each platform and explain why. An agency optimising for one platform and calling it GEO is missing most of the channel. This question distinguishes deep knowledge from a surface-level offering.

What a good answer looks like: ChatGPT (OpenAI), Google Gemini, Perplexity, and Claude as a minimum, with a brief explanation of how approach differs across each platform.

16
Can you show examples of AI citation results you’ve achieved for clients?

GEO is a newer discipline, but agencies that have been practising it for 12 months or more should be able to demonstrate results. Ask to see before-and-after citation data for a client, or examples of specific AI model responses where a client appears. Screenshots, citation rate reports, or AI response samples are all reasonable evidence. If the agency can’t produce any, they may not be doing what they’re claiming.

What a good answer looks like: Tangible evidence of AI citations, citation rate improvements over a defined period, or documented brand mentions in AI-generated responses for relevant search queries.

17
How do you distinguish your GEO work from standard content marketing?

This is the most revealing GEO question on the list. Many agencies are republishing old SEO content strategies under a new label. Genuine GEO work involves structuring content specifically for how large language models retrieve and synthesise information: answer capsules, entity-rich content, authoritative source signals, FAQ schema markup, and structured data that makes facts extractable. If the agency’s answer is “we write good content,” that’s SEO, not GEO.

What a good answer looks like: A description of LLM-specific content architecture, entity optimisation, structured data implementation, and source authority signals that differ meaningfully from standard blog content.

Group 4: Reporting and attribution

Reporting is where the relationship between activity and outcome either becomes clear or gets buried in vanity metrics. These questions ensure you’ll receive reporting that actually helps you make decisions, rather than reports that make the agency look busy.

18
What does monthly reporting look like, and can I see an example?

Ask to see a redacted example of an actual client report. If the agency presents a sample report during the pitch, look at what it emphasises. A report built around impressions, click-through rates, and keyword ranking movements tells you the agency is measuring activity. A report built around organic revenue contribution, conversion rates by channel, and cost per acquisition tells you the agency is measuring outcomes. Those are fundamentally different documents.

What a good answer looks like: A report that connects channel performance to revenue, includes commentary on what changed and why, and contains a clear recommended next step for the following month.

19
How do you attribute revenue to specific channels?

Attribution is one of the hardest problems in digital marketing, and how an agency handles it reveals their analytical sophistication. Ask specifically about their approach: do they rely on last-click attribution (which understates top-of-funnel channel contributions), do they use data-driven attribution models, and how do they handle the attribution of leads that started with an organic search and converted via a direct visit three weeks later? There is no perfect answer, but there is a thoughtful one.

What a good answer looks like: An honest acknowledgment of attribution complexity, a preferred model with reasoning, and a commitment to transparency about what can and cannot be measured definitively.

20
What KPIs will we agree on, and when do we set them?

KPIs should be agreed before the engagement starts, not retrofitted after the first quarter. Ask the agency how they set KPIs with a new client and how they ensure those KPIs are connected to your actual business objectives rather than channel-level metrics that are easy to hit but disconnected from revenue. This conversation also tells you whether the agency understands your business model or is pattern-matching to their standard reporting framework.

What a good answer looks like: KPIs are agreed in the first two weeks, tied to specific business goals (revenue, leads, customer acquisition cost), and reviewed quarterly for relevance.

21
How often will we meet for strategic reviews, and who attends?

Monthly reporting is the floor, not the ceiling. Ask about the cadence and format of strategic review meetings, who attends from the agency side, and how the agenda is set. If the answer is “we send a report and you can email us with questions,” you are not getting a strategic partner. You are getting a managed service with limited accountability. The senior person on your account should be present at every meaningful review.

What a good answer looks like: Monthly strategic review calls or meetings with the senior account lead present, a structured agenda tied to KPIs, and documented action items after each session.

22
What reporting tools and dashboards do you use?

Ask whether you’ll have live access to your data or whether you’re dependent on the agency to generate reports on request. Live dashboards give you visibility between reporting cycles and remove the possibility of data being selectively presented. Tools like GA4, Google Search Console, Looker Studio, and specialised AI visibility platforms should all feature in the agency’s stack. Ask which ones you’ll have direct access to.

What a good answer looks like: Direct client access to GA4 and Search Console as a minimum, a shared live dashboard, and transparency about which tools are used for AI visibility tracking.

Group 5: Contracts, IP, and risk

Contract terms are where poorly intentioned agencies reveal themselves. These questions protect your assets, your data, and your ability to exit an underperforming relationship without losing everything you’ve built.

23
Who owns the content your agency creates?

This is a question many businesses forget to ask until they try to leave an agency and discover the blog posts, landing pages, and copy produced during the engagement belong to the agency under the contract. Confirm in writing that all content created under the engagement is owned by your business from the moment it is delivered. Any agency that retains content ownership as leverage to prevent exits is not a partner worth keeping.

What a good answer looks like: “All content we create for you is yours. It’s in our contract. You retain full ownership of every deliverable from the date of delivery.”

24
Who owns our Google Ads account and data?

Paid media accounts contain years of conversion data, audience lists, and campaign learnings that are extremely valuable. Some agencies create Google Ads accounts under their own MCC (manager account) structure in a way that makes it difficult or impossible to take your account with you if you leave. Your Google Ads account, your Meta Business Manager, and all associated data should be owned by your business, not the agency. Confirm this contractually.

What a good answer looks like: “Your account is created under your own Google Ads account. We are granted access as a manager. You retain full ownership and can revoke access at any time.”

25
What is the minimum contract term and what are the exit conditions?

SEO requires time to compound, so some minimum term is reasonable. Three to six months is standard. Twelve months with no performance review is not. Ask what the exit conditions are: can you leave if performance benchmarks aren’t met, what notice is required, and what happens to in-flight work if the engagement ends. An agency confident in its delivery will have fair, transparent exit terms.

What a good answer looks like: A defined minimum term with clear exit conditions, reasonable notice periods, and handover obligations that protect your business when the engagement ends.

26
What does your onboarding process look like?

The first four weeks of an agency engagement reveal how structured and organised the team really is. Ask for a written onboarding plan with specific milestones. What access and information do they need from your team? What do you receive in week one, week two, and week four? An agency that manages dozens of clients simultaneously will have a standardised, well-documented onboarding process. One that hasn’t thought it through will make it up as they go.

What a good answer looks like: A documented onboarding plan with week-by-week milestones, a clear list of assets and access required, and a named timeline for when you receive your first strategy deliverable.

27
What is your client retention rate and average client tenure?

This is the final question, and in many ways the most important one. Client retention is the ultimate accountability metric. Clients who receive genuine senior work from an honest, high-performing agency don’t leave. Agencies that pitch well but underdeliver see significant churn in the 12 to 18 month window. An agency comfortable sharing a high retention rate and a long average tenure has earned those numbers through performance, not marketing. Ask for a specific figure, not a range, and treat any reluctance to answer as a meaningful signal.

What a good answer looks like: A specific retention rate above 90% with an average client tenure above three years, verifiable through references. Read our post on why Shout Digital maintains a 98% client retention rate for what that number actually means.

Bring this checklist to your Shout Digital strategy session

Shout Digital has been operating for 15 years without a single Google penalty across any client account. Every team member has held a Head of Department or Marketing Manager position before joining. The team is 100% onshore. Client accounts are owned by clients. And the retention numbers are public.

15 years

In business. Zero Google penalties across all client accounts in that time.

0

Google penalties. Ever. Across every client, every year of operation.

98%

Client retention rate. The direct outcome of delivering what we promise.

6 years

Average client tenure. Clients that stay for six years are getting results.

Bring these 27 questions to your strategy session. Ask them directly. We’ll answer every single one without hesitation, introduce you to the senior specialist who will work on your account, and show you the methodology behind our SEO, SEM, and GEO services before you commit to anything.

If you’re currently assessing multiple agencies, our guide to choosing a digital marketing agency in Australia that grows revenue covers the full evaluation framework, including how to assess proposals, what to ask references, and how to compare agencies operating at different price points.

Frequently asked questions

How many questions should I actually ask an agency before signing?

You don’t need to read through all 27 in a single meeting. The most important five are: who works on your account by name, how many accounts that person manages, whether the work is done onshore, what their penalty history is, and what their client retention rate is. If those five answers are strong, you can explore the rest. If any of those five are weak or evasive, the rest of the questions are less relevant.

Is it reasonable to ask for a sample report before signing a contract?

Completely reasonable, and any agency worth hiring will provide one without hesitation. Ask for a redacted version of a real client report, not a template. A real report shows you how the agency actually communicates results versus how they say they communicate results in a pitch. If the agency declines or only offers a designed template, that’s a data point worth noting.

What if an agency refuses to answer some of these questions?

Refusal or deflection on any of the core questions listed above is meaningful information. The most common reasons an agency won’t answer directly are that the honest answer is unflattering (they use offshore contractors, they have a penalty history, the account manager is a recent graduate) or that they haven’t been asked these questions before and don’t have prepared answers. Both situations tell you something important about how they operate.

How do I know if an agency’s GEO offering is genuine or just repackaged SEO?

Ask questions 14 to 17 from Group 3 in sequence. A genuine GEO practitioner can explain how citation rates are measured across different AI platforms, why content architecture for LLMs differs from standard blog content, and how their work for Perplexity differs from their work for Google Gemini. An agency repackaging SEO under a new label will give you vague answers about “AI-ready content” and “future-proofing” without specifics. The specifics are the test.

Should I ask for references from existing clients before signing?

Yes, and specifically ask to speak with a client in a similar industry or at a similar stage of growth to your business. Generic references are useful; industry-matched references are much more useful. When speaking with a reference, ask three specific questions: what does the day-to-day communication look like, has the agency ever delivered something that didn’t work and how did they handle it, and would they sign again if they were starting fresh today. Those three questions cut through the polished testimonial and give you real information.

Updated April 2026. For a broader view of what separates high-performing agencies from the rest, see our post on why Shout Digital’s integrated SEO, GEO, and paid media model produces better outcomes.

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