An agency pitch can be the right answer, but it is an expensive way to discover that the real problem lay elsewhere. Pitch vs Fix helps you work out what is happening and whether the evidence supports renewal, a practical reset or a search for a new partner.
Start by defining the problem you are trying to solve.
A full agency pitch may be justified when the agency lacks a capability the business genuinely needs, trust or senior confidence cannot be restored, or performance has not improved after a fair improvement plan. Where the partnership is still viable, renewal or a focused reset may produce a better result with far less disruption. If the evidence is unclear, investigate before you commit.
The Mosaic View
The decision to pitch should follow the evidence: what has changed, where the problem sits and whether the existing partnership can realistically improve.
| Decision | What it means | What happens next |
|---|---|---|
| Back it | The partnership is working, remains fit for future need and has no material unresolved issue. | Retain or renew and record why. Protect the strengths, agree any conditions and use Partnership Health only where a light review rhythm would add value. |
| Fix it | The relationship is worth keeping, but specific operating, commercial or relationship issues need attention. | Use a time-bound Partnership Reset with clear actions, owners, evidence and review points. |
| Change it | The evidence shows a structural problem, or a fair improvement plan has failed. | Begin a proportionate Fit-First Partner Search and carry the diagnosis, including client-side lessons, into the brief. |
| Clarify first | The evidence is incomplete, contradictory or based too heavily on assumptions. | Use Partnership Clarity to establish the issue, ownership and future requirement before committing to renewal, reset or change. |
The pressure to review an agency often arrives before the problem has been properly defined.
The issue may sit in capability, delivery, scope, trust, commercials, governance or the way the client manages the relationship. More than one may be involved, and the ownership may be shared. Until that is clear, it is difficult to know whether changing agency will improve the result.
A pitch can be the right answer. It can also carry an unresolved problem into the next relationship, while using significant leadership time and agency effort. Pitch vs Fix is designed to establish the least disruptive route that the evidence can support.
Use the five questions below before a renewal, agency review or procurement process. Bring together people who see different parts of the relationship, including the senior sponsor, day-to-day client team, procurement or commercial owner and relevant agency leadership.
Before choosing a process, separate the symptoms from the causes. Otherwise a pitch may replace the agency without solving the problem.
| The evidence looks… | What that usually means |
|---|---|
| Sound | The issue is specific, recent and bounded. The core partnership remains effective. |
| Concerning | Several linked problems are visible, but their cause and ownership can be established. |
| Fundamental | The stated problem is a symptom of a structural mismatch, or no credible shared definition of success exists. |
Current performance is only part of the decision. The agency also needs to be able to support the next stage of the business.
| The evidence looks… | What that usually means |
|---|---|
| Sound | Required capability exists and the agency is demonstrably adapting with the business. |
| Concerning | A gap exists, but there is a credible, owned and time-bound way to close it. |
| Fundamental | A material capability or scale gap cannot realistically be bridged in the required time. |
Difficult relationships can recover when trust, candour and commitment remain. Without them, even a well-designed reset is unlikely to hold.
| The evidence looks… | What that usually means |
|---|---|
| Sound | Trust, candour and mutual respect remain, even where performance needs work. |
| Concerning | Confidence is uneven or tension persists, but both sides are willing to change specific behaviours. |
| Fundamental | Trust or senior confidence has collapsed and there is no credible recovery path. |
Poor briefs, slow decisions and unclear ownership will follow the client into any new agency relationship unless they are addressed.
| The evidence looks… | What that usually means |
|---|---|
| Sound | The client environment is clear, timely and sufficiently resourced to enable performance. |
| Concerning | Client-side friction is material but addressable through clearer governance and behaviour. |
| Fundamental | The client cannot yet define or support the operating conditions any agency would need to succeed. |
A fair improvement plan gives both sides a proper chance to respond and gives the client evidence for the decision that follows.
| The evidence looks… | What that usually means |
|---|---|
| Sound | No material fix is needed, or small corrections have worked and confidence remains high. |
| Concerning | A credible fix is available but has not yet been properly tested, or early progress needs more time. |
| Fundamental | A fair corrective plan has failed, or no workable reset can address the structural issue. |
Most relationship problems benefit from proper diagnosis and a fair chance to improve. Some issues, once verified, carry more weight than the general pattern.
One serious red line can outweigh several positive signs. A suspicion, difficult conversation or general loss of enthusiasm is not enough on its own. Verify the issue, understand its impact and judge whether recovery remains realistic.
The framework deliberately avoids a total score because the issues do not all carry the same weight. Several minor concerns may still be fixable, while one structural failure may be enough to justify change.
Read the five areas together, then return to the four routes summarised near the start of the page. The section below explains what each route requires in practice.
| Route | What it requires |
|---|---|
| Back it | An active decision to retain or renew. Record why the partnership remains fit, what should be protected and which conditions matter over the next review period. A light Partnership Health rhythm may help where the relationship warrants regular attention, although the decision may require no external support at all. |
| Fix it | A practical Partnership Reset. Keep the plan to a small number of changes across scope, roles, ways of working, measurement, commercials or governance. Give each action an owner, a measure and a review date, and agree what outcome would cause the decision to move from Fix it to Change it. |
| Change it | A new partner or structure. Carry the diagnosis into the search brief so it defines the missing capability, the conditions for success and any client behaviours that also need to change. The selection process should be only as extensive as the scale and risk of the decision require. |
| Clarify first | Use when the evidence is not yet good enough to support a responsible decision. Agree what is missing, who will provide it and when the decision will be made. The result may point to any of the three main routes. |
Mosaic Advisory helps brands find, appoint and retain better-fit agency partners.
In practice, that may involve establishing what is really happening before a decision, resetting a relationship worth keeping, running a proportionate Fit-First Partner Search or putting a light health rhythm around an important partnership. Mosaic’s role is to provide an independent view and match the work to what the situation actually requires.
A pitch is justified when there is a verified structural capability gap, the relationship is no longer viable, the commercial model cannot be made workable, or performance has not improved after a fair corrective plan. An expiring contract or general dissatisfaction is not, by itself, enough evidence.
Depending on the issue, the alternatives include confident renewal, independent validation, a focused relationship reset, a roster or scope review, structured chemistry meetings, or a targeted search for a specific capability. The right route should match the scale and risk of the decision.
Yes, when the required capability still exists, enough trust remains, both sides accept their contribution and the problems can be translated into specific changes. A fix is credible only when it has owners, measures and a review point.
There is no universal period. The test should be long enough for the agreed behaviour or performance to become observable, but short enough to protect the business from drift. A focused 30, 60 or 90-day plan is often more useful than an open-ended improvement programme.
Address the client-side causes whether the agency stays or changes. Poor briefs, slow approvals, unclear ownership and shifting priorities will follow the client into a new relationship unless they are fixed.
Procurement needs evidence, fairness and a defensible decision. A full competitive pitch may be appropriate, but independent validation, benchmarking or a proportionate search can sometimes provide the required confidence with less disruption. The organisation’s own rules still apply.
Look for verified behaviour and impact, not just tension. Trust may be beyond repair when candour has disappeared, commitments are repeatedly broken, a serious breach has occurred, or senior confidence has collapsed with no credible recovery path.
Translate the diagnosis into the search brief. Be explicit about the capability, working style, commercial model and client operating conditions required. Then use a proportionate Fit-First Partner Search rather than defaulting automatically to a large pitch.
No. Back it may require no external support. The value of the framework is a proportionate decision, including a recommendation to change nothing where the evidence supports it.
Andrew Livingston is the founder of Mosaic Advisory. He brings more than 25 years’ experience across media, agency leadership and client-agency relationships in the UK, Australia and APAC. He has led and advised on more than 100 pitches and now helps brands make clearer, more proportionate agency decisions.
If you are deciding whether to retain, reset or change an agency partner, Mosaic can help you examine the evidence and decide what level of intervention is justified.
Supported by AMI and the Alliance of Independent Agencies
📧 andrew@mosaicadvisory.net | 🌐 mosaicadvisory.net | 🔗 LinkedIn
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