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Building Stronger Marketing Organizations and Higher-Performing Agency Relationships

Focused consulting services—plus an AI-powered self-service tool—built to strengthen client–agency performance wherever you are today.

Explore Our Services

Agency/Client Relationship Performance Assessment

Appraisals don’t need to be stressful or uncomfortable. Done right, they offer an opportunity to open the lines of communication and strengthen your existing client-agency relationships. We guide you through the process by surfacing honest feedback, grounded in facts and data, with no long-term financial commitments, tech, or training needed from you.
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Agency Search + Agency Ecosystem Assessment

Seamless and strategic management of selecting and onboarding new agency partners. Clearly defining your needs, selecting the best-fit agency, and setting measurable success criteria ensure you maximize your investment and build a strong, productive relationship. We never ask agencies to pay a fee to participate in a search we manage.
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Marketing Operations

Do you wish your marketing team was more efficient, collaborative, and agile? Do you wish your agency team and your client worked better together? We evaluate and enhance your process and structure to help you uncover better ways of working.
  • Organizational Design (Client and/or Agency Teams)
  • Process/Ways of Working Design (Client and/or Agency Teams)
  • Change Management
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AgencyApprAIse: AI-Powered Self-Service Appraisals

A cost-effective, easy-to-use alternative to traditional appraisal platforms for small and mid-sized agencies and brands. Built on proven consulting techniques and powered by OpenAI—no expensive contracts, no IT headaches. Every license includes a two-hour tutorial with our experts.
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“A 360° review of the client–agency relationship isn’t optional—it’s essential.”

— As heard at the 2025 Financial Management Conference

Meet Mitchell Caplan, Founder

Mitchell brings diverse experience to his work at Agency Appraisal. He spent time on the agency side, as CMO at Y&R and McCann, and served as an agency management consultant at KPMG and Flock Associates. Most recently, he’s collaborated with marketers from the world’s leading brands and their agency partners to provide them with data and analysis that helps improve their working relationships.
His approach combines qualitative and quantitative data, resulting in 360° actionable feedback—presented transparently and honestly, guiding essential actions for both the agency and the client.

Insights From Mitchell Caplan

Get our founder’s take on consulting, advertising, marketing, and other relevant topics.
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Ready to Strengthen Your Agency Relationships?

Let’s talk about where you are today and where you want to go.
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