← LibraryCase No. 24
High stakesPattern · Agency-side

The New CMO Wants to "Re-Evaluate All Agency Partners"

New CMO 60 days in. Wants a fresh slate. You're being asked to re-pitch the work you already do.

"Agency partner re-evaluation"
The line that opens this conversation

Applies when · a renewal, QBR, or budget conversation puts the same line — or a near cousin — in front of you. Substitute your client name, ARR, and tenure mentally; the move stays the same.

Patterns drawn from real conversations. Names, numbers, and details are stripped. These are situations to work from.

Exhibit A · The situation

Your champion CMO left. The new CMO sends a calendar invite titled "Agency partner re-evaluation" with a 30-minute slot. The email is polite but clear: "I want to meet all our partners and understand the value each is providing. Come ready to share your last 12 months of results and your point of view on where we should go next."

Data point 01

Previous CMO greenlit every project - there's no documented ROI case for the new CMO to inherit

Data point 02

Brand drove $14M in attributable pipeline through your channels last year

Data point 03

New CMO comes from a performance-marketing background, skeptical of brand and SEO spend

How you pitch

3 minutes to give the new CMO a reason to keep you that's about their goals ahead of your history. They don't care what you did for the last CMO. They care what you'd do for them.

What makes it exciting

You have 30 minutes to be the agency that read the room. Walk in with a thesis on their first 12 months, not a deck about yours. The agency that pitches the new CMO's strategy back to them wins.