How to Know If A Service Provider Is The Right Fit For You

| Ethical Marketing

Do you know how to know if a service provider is the right fit for you? Outsourcing help from service providers is one of the best ways to enhance your business’s efficacy and get you one step closer to achieving goals in your business. When it comes to outsourcing a marketing consultant, you want to hire someone who can amp up your marketing efforts, help you gain visibility, and who still upholds the same values you do.

Whether you’re looking to hire a service provider for a short-term strategic engagement or a more long term partnership, you’ll want to evaluate your compatibility before committing to a working relationship. But how do you evaluate compatibility and know for sure if you’re going to click? Read below for some key factors to consider when deciding if a service provider is the right fit for you.


How to Know If A Service Provider Is The Right Fit For You: What to Evaluate

Experience and Expertise

Evaluating a service provider’s experience and expertise in their field is an important part of considering a potential working relationship. If you’re looking to bring on a marketing consultant, you’ll want to evaluate their knowledge and experience in the areas of marketing you may need assistance in. This same principle applies to hiring a service provider in just about any field.

If you work in a specific niche or with a very specific client demographic, you’ll want to find out how much experience the consultant may have in your industry and how familiar they are with your target audience. If it turns out that they don’t have as much experience in your specific niche, find out ways they plan to approach this new niche that will effectively support your needs!  

One of the best ways to gauge someone’s experience is to look for tangible evidence of previous success and strong results in similar projects across a wide range of industries. To do this, you may want to scour a service provider’s services page and testimonials if they exist on their site or social media profiles. If they’ve got any case studies out there, those will also be great resources.

Communication and Collaboration

Bringing someone onto your team means there needs to be a clear line of communication. While it’s important for you to communicate clearly, it’s also important that the consultant’s communication style and availability are aligned with yours. 

For example, if you’re looking to bring on a marketing assistant to help you publish posts online on time but they are working several other jobs that make them unavailable to do so and communicate with you in a timely fashion, they may not be the best candidate.

As you’re talking with a service provider about the possibility of working together, look for evidence that supports their communication abilities in relation to yours. Do they reply in a timely fashion? Have they completed prospective projects for you on time? 

In the early stages of bringing on a consultant, take note of their ability to work effectively with your team and other stakeholders or important higher-ups within your business structure. 

Keep in mind, if you’re looking for someone to be part of your team for the long haul and want them to uphold higher levels of responsibility and communication, then it may be best to hire an employee rather than a consultant. It’s important to know what your needs are, but it’s even more important to know if they align with the laws of employment in your field of work! 

Goal Alignment & Management

Since you started your business, you’ve set goals to achieve. Hiring someone to assist you and your company to achieve those goals or take them to the next level means they must have respect and understanding for your goals. If you’re looking to bring on a marketing consultant, it’s important that they understand the reasons why you’re looking towards your marketing to expand your business.

It’s one thing to understand your company’s goals, but they should also have an actionable plan to help you reach them. Ensure that the consultant has a clear plan for tracking and reporting on performance metrics and is accountable for meeting agreed-upon targets. 

A large part of this is the access to information that you’re providing the consultant with. The more responsibility you want a service provider to have, the more KPI’s you want them to meet, the more access to information they need to have. With this information they’ve been provided, they also need to have a strong sense of agency to make decisions or recommendations to help reach the goals you’re looking for them to meet. 

This involves project management. Whether you’re bringing someone on to do the work themselves or manage a handful of your already existing employees, look for the consultant’s ability to manage others, timelines, and deliverables effectively. 

Compatibility & Values

Creating a healthy work environment is key, and that starts in part with the people you employ. If they can’t get along, tensions will rise and the workplace may quickly become less than ideal. Gauging the compatibility of the consultant and your employees is crucial in maintaining your company’s balance. If they don’t fit the culture and work style, it’s ok to keep looking for the right fit (they’re out there, I promise).

By this same token, if their personal values and ethical considerations don’t align with yours or those that you’ve established for your business, they may not be the right addition to your team.


By carefully evaluating all these factors, you can ensure that you find a marketing consultant, copywriter, or any additional service provider who is a good match for your business and has the potential to help you achieve your goals in the short term and the long term.

P.S.- Looking to outsource your marketing? Hiring me is a great choice! Let’s schedule a vibe check (the ultimate compatibility test)and see how I can help you amp up your strategy! 

Hey I’m Haley!

Your market-research-lovin’, copywriting-obsessed, data-driven marketer here to join you on the adventure of a lifetime – running a values-forward business with marketing you can be proud of and a customer journey that knocks your people’s socks off. What’s not to love about that?

digital marketing consultant

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