interviews (deemed so by both parties) should lead to the sending of, and receipt of agency materials (agency brochure, relevant samples and short letters of interest). Where the value of the account is substantial, and the work expected from the advertising agency (ad agency) is critical to the client's business success, clients should visit and tour each preferred agency as the first face-to-face meeting between client and agency. That tour will be enlightening, both in revealing the agency's full capabilities, plus it allows for the assessment of the agency's personality and the likelihood of good "chemistry" between all the players.
As a final step in the agency selection process, the client should invite two or three "finalists" to present and propose (to you and your management at your corporate headquarters) a strategic plan for managing your business - during the following fiscal year or appropriate fiscal period) with a budget you are willing to reveal. And to do so, you will need to furnish each candidate with a "marketing brief" that encompasses vital historical statistics, information on your company and on your marketing and advertising activities in years prior.
If you follow such a plan, and assign and allow qualified individuals within your company to manage such a process, you will be successful in identifying and hiring a powerful marketing partner!