Marketing Pro Toolkit
A complete toolkit for established marketing agencies, including an annual retainer agreement and an in-depth campaign performance review with client sign-off
Get started with PocperA complete toolkit for established marketing agencies, including an annual retainer agreement and an in-depth campaign performance review with client sign-off
Get started with PocperNow that the campaign has run its course, we would like your in-depth assessment of how it performed against your goals. The Agency has pre-filled the campaign reference details below; please complete each rating and open-response section from your own perspective, then sign off at the end. Your honest evaluation shapes the next phase of work.
The details below are completed by the Agency before sharing this review.
Client / brand:
Campaign name:
Campaign period:
Primary objective(s):
Reviewer details (completed by you):
Your name:
Your role:
Review date:
For each channel used in the campaign, rate your satisfaction from 1 (Poor) to 5 (Excellent) and add any comment. Leave rows blank for channels that were not part of your campaign.
Channel | Rating (1–5) | Your comment |
|---|---|---|
Social media | ||
Paid search / SEM | ||
SEO / content | ||
Email / EDM | ||
Influencer / KOL | ||
Other |
In your view, to what extent did the campaign meet the primary objectives stated in Section 1?
Exceeded expectations
Fully met objectives
Mostly met objectives
Partially met objectives
Fell short of objectives
Which specific results or metrics mattered most to you, and how did they land?
What real impact did this campaign have on your business (sales, enquiries, brand perception, other)?
How would you rate our communication and responsiveness throughout the campaign?
5 — Always prompt and clear
4 — Generally good
3 — Acceptable
2 — Sometimes slow or unclear
1 — Poor communication
What did we do particularly well, and what should we improve for next time?
Based on this campaign, what would you like to do next?
Plan a follow-up or expanded campaign
Move to an ongoing retainer
Pause and revisit later
No further work planned at this time
Any upcoming goals or ideas you would like us to consider?
I confirm that the ratings and comments above reflect my own honest assessment of this campaign.
I agree that this review may be used by the Agency to improve future work and, where non-confidential, referenced in anonymised case studies.
Reviewer — printed name:
Date:
Optional — upload any supporting reports, screenshots, or data you referenced:
Thank you for this detailed review. Our team will study your assessment closely and use it to shape what we do next together.
The Campaign Performance Review & Sign-Off template is a ready-to-use form from Pocper's Marketing Pro Toolkit pack. Customize the fields to match your workflow, then share a link so clients can complete it and upload documents in real time.