Hiring a new marketing agency can be challenging, even for senior marketing executives who have hired many agencies over the years. While the wrong agency can turn out to be an expensive mistake, the right agency can act as your strategic partner in many areas, from leading successful new growth initiatives, building your brand, leading effective campaign strategy and management, to navigating the challenges of our new AI-driven search engine optimization.
Agency searches are a significant step for any organization, and it’s vital to identify your goals and creative needs and begin your selection process early. So, how do you select the right marketing agency? As a starting point, use this healthcare marketing agency checklist of key things to consider when evaluating a prospective agency partner.
- GOALS AND RETURN-ON-INVESTMENT: Your core business objective is to produce specific and measurable results. Share your goals and objectives with prospective agencies, and ask them to explain how they can directly support them. Ask about their systems to track, quantify results, and measure and actively report ROI? You’re investing in results; don’t move forward if they can’t explain measurable and meaningful goals, and the process to achieve the objectives.
- HEALTHCARE INDUSTRY EXPERIENCE: It’s not safe to assume that all agencies know their way around the healthcare landscape or that a new agency can learn on the job. Healthcare organizations answer to higher standards and regulatory influences, and prior experience is definitely required. State-of-the-art healthcare marketing requires a deeper understanding to communicate issues and answers between healthcare providers and patients and healthcare professionals (HCPs). Look at their list of past and present clients. Ask for case examples and relevant results that parallel your own needs and circumstances. Also ask about their experience with your vertical or niche. Find out whether they’ve worked with, say, telehealth or health systems or another specialty relevant to your business.
- HIPAA AND OTHER COMPLIANCE EXPERIENCE: Regulatory and privacy compliance is non‑negotiable when choosing a marketing agency, and a poor choice can expose your organization to regulatory action, financial penalties, and serious reputational damage. In today’s environment, your agency must not only understand HIPAA, ADA, Stark Law, and related fraud and abuse regulations, but also how recent guidance on digital tracking technologies affects everyday marketing tools such as pixels, analytics, retargeting, and marketing automation. Demand an agency that has formally trained its team on HIPAA, built internalsafeguards into its processes and technology stack, and is comfortable collaborating with your compliance and legal teams to review campaigns, data flows, vendor contracts, and business associate agreements.
- LOOK AT THEIR DIGITAL EXPERTISE: Online and digital capabilities are especially important to most healthcare organizations. Determine their previous experience including recent examples of creating a digital presence. Discuss local search, programmatic, reputation management, paid search, paid and organic social media, search engine optimization, support for healthcare SEO and more. Are digital marketing and advertising a key strength? Is their tech stack up to date, including tracking technologies, AI agents, and CRMs?
- ASK ABOUT MARKET TRENDS AND COMPETITION: Open a discussion about changes in the marketplace. What are the recent trends and how do they influence the local competitive landscape? Has the agency done work for any businesses in the area What is their experience with the media Find out whether they’re familiar with larger strategic changes in the industry, such as staffing shortages, value-based care, private equity and telehealth. Their knowledge will tell you whether they’re a player in the healthcare marketing arena.
- EVALUATE THEIR APPROACH TO AI AND ANSWER ENGINE OPTIMIZATION (AEO): As AI-driven search and answer engines increasingly influence how patients and healthcare leaders find information, it’s important to understand how an agency is adapting. Ask how they’re using AI to improve research, content quality, analytics, and efficiency—without compromising accuracy, compliance, or brand voice—and how they’re preparing content for visibility in AI summaries, featured answers, and voice search. Red flags include vague claims like “we use AI for everything,” over reliance on generative tools without human oversight, or an inability to explain how they ensure medical accuracy, governance, and HIPAA-safe workflows. The strongest agencies will view AI as a support system for strategy and expertise, not a replacement for them.
- CORE COMPETENCY AND BENCH STRENGTH: Not every agency has the same talent or resources at their fingertips. Are they truly a digital agency, or are they actually a PR firm, a branding company, a digital B2B agency? Who are their full-time people, and what do they do? How do their competencies align with your needs? A truly integrated healthcare marketing agency will have strengths in every aspect of healthcare marketing.
- KNOW HOW THEY CHARGE: Long before the first invoice crosses your desk, walk through the process of budgets, billing and payments. Both the agency and the client want to have exactly the same understanding of rates, fees, retainers and any “extra” charges. Agree in advance about authorizations, change orders, approvals, and the like. Nothing sours a new relationship faster than financial surprises and unexpected money matters.
- UNDERSTAND STYLE AND PERSONALITY: Many businesses, including agencies, have a largely intangible personality—a creative culture of sorts and particular style. It might be high energy and high-tops… or Dunhill stripes and thoughtfully reserved… or somewhere in between. What counts the most in a successful business relationship is that people work best with people they like. Which agency is the best fit for working side by side? Invest time in discovering your mutual compatibility.
- MEET THE PLAYERS ON YOUR TEAM: The agency principals and the people you initially meet may not be the day-to-day account workers. Determine all the agency team members and ask about their credentials and experience. Define responsibilities, plus how differences are resolved. Maintain a communications channel to the agency principals.
- SET YOURSELF UP FOR A RESULTS-DRIVEN PARTNERSHIP
Great creative work is only half the story. Don’t be swayed by beautiful portfolios alone—dig deeper to understand what each campaign actually achieved. Ask for case studies that show both the goals and measurable outcomes, such as patient inquiries, referral growth, or ROI. Before work begins, define clear performance criteria and systems for tracking and reporting. Real success comes from collaboration, transparency, and a shared focus on results.
Related Healthcare Marketing Agency Podcast: How to Find & Select the Ideal Healthcare Marketing Agency
Selecting a healthcare marketing agency can be challenging and, unfortunately, protracted. Use this checklist and its agency selection tips to guide your discussions, and to sort through the many service options. Although creative talent, reputation, and industry experience are important, our previous article about agency hiring identified mutual trust as a vital ingredient. Invest the time to carefully evaluate the people and processes when selecting a healthcare marketing agency.
Related Articles:
How to Choose Your Healthcare Marketing Agency Partner
Healthcare Advertising Agency: What to Look For Before You Hire
What Some Healthcare Marketing Agencies Won’t Tell You
3 Critical Questions to Ask Yourself Before You Hire a Healthcare Advertising Agency
How to Build a Fruitful Partnership with Your Healthcare Marketing Agency






