Agency relationships
The tap that doesn't quite turn off
What the marketing agency pitch sounds like, what actually happens three months in, and what to demand instead.
By Pete Flynn · 4 May 2026 · 7 min read
I gave a workshop a few weeks ago where I unloaded on marketing agencies. I didn't realise at the time that there were a few of them sitting in the room. Apparently I ruffled some feathers. After the talk, a stream of clinic owners came up and said the same thing: 'That's exactly what happened to me.' This article is the version I'd want every clinic owner to read before they sign their next retainer. It's not a takedown. It's the conversation I wish someone had with me when I was a clinic owner being pitched the dream.
monthly-report.pdf · what an honest one looks like
Anatomy of the report you should be getting
Four boxes. Nothing else needs to be in there.
01 · Spend
What you spent.
The total ad budget that left your account this month, separate from the agency management fee.
02 · Outcome
What you got.
Real new patients booked. Not impressions, not clicks, not form fills, not phone-app taps. The number of humans actually walking in the door.
03 · Source
Where it went.
The actual search terms patients typed to reach you. Not the ones the agency bid on. The ones Google matched. Brand-name searches called out as the trap they are.
04 · Direction
What's next.
The two or three things being tested next month, why they're being tested, and what success looks like. Not 'we'll continue to optimise.' Specific, numbered, and falsifiable.
The pitch
Every agency pitch I've ever heard, and I've heard plenty, contains some version of the same line. Google Ads is like turning on a tap. When you want more new clients, we just turn this tap on. The tricky bit is going to be telling us when to turn it off, because you'll have too many bookings.
I've been on the receiving end of that pitch as a clinic owner. It works. You sit there nodding, picturing your diary full, and you're already thinking through which clinician you'll need to hire to handle the overflow. You sign. The first month is fine. The second month is okay. By the third month, the tap doesn't seem to be working the way it was supposed to.
That's where the explanations start. It's the season. It's the economy. It's the local competition. It's the front desk. It's the website. It's anything except the campaign. Meanwhile you're still paying the bill.
Why this keeps happening
It's not that the agencies are dishonest. Most of them genuinely want the campaign to work. The structural issue is that promising results upfront is what closes the deal, and once the deal is closed, there's a long quiet stretch where you can't really tell whether the campaign is working or not. By the time you do, you've already paid for three or four months of it.
The clinic owners I see getting taken for a ride aren't naive. They're busy. They don't know the right questions to ask, and the agency isn't volunteering them. The conversation that should happen at month one, where the agency walks you through what a good report looks like and what numbers actually matter, almost never happens.
No one can guarantee results, but everyone can guarantee transparency. That's the bar.
What an honest report looks like
Most monthly reports I see from agencies are 30 to 60 pages long. Impressions, demographics, day-of-week breakdowns, hour-of-day breakdowns, audience overlaps. The lead is buried so deep you'd need a metal detector to find it.
A clinic owner doesn't need 60 pages. They need four things. What you spent. What you got. Where it went. What's next. If your monthly report doesn't make those four things plain inside the first page, the agency is hiding something, even if they don't realise that's what they're doing.
And on 'what you got': the only number that counts is real new patients booked. Not impressions. Not clicks. Not form submissions on a landing page. Not phone-app taps. Real humans who walked through the door. If your agency is reporting conversions and the number doesn't match the new patients in your practice management software, the definitions don't line up. That's the first conversation to have.
The lack-of-definition trap
The single most common mistake I see is a misalignment on what 'conversion' means. The agency thinks a conversion is someone who completed a form on a landing page. You think a conversion is a paying patient in your diary. Both of you are sitting in the same meeting using the same word for two completely different things.
And the worst version of this trap is when the agency is bidding on your own brand name. The campaign report shows beautiful conversions at $5 a pop. They're all return clients searching for your phone number to rebook. The campaign earned none of them. If you're doing Google Ads, your clinic name needs to be a negative keyword. Don't let anyone tell you otherwise. Anyone searching for you specifically is going to find you, organically, in the regular Google results. You don't need to pay to win clicks you'd already win for free.
Four questions to ask your agency this week
If you're already working with an agency and any of this is sitting uncomfortably, you don't need to fire them. You need to start a different conversation. Here are the four I'd open with.
The four questions
Question 1
How many real new patients did we book this month?
Not conversions. Not form fills. Not phone-app taps. Patients in the practice management software who walked through the door. If the agency's number doesn't match yours, the definitions are wrong. Fix that first.
Question 2
Is our clinic name a negative keyword?
If the answer is no, you're paying Google to win clicks you'd win for free in the organic results. The fix takes about 90 seconds. There's no good reason to wait.
Question 3
What are we testing this month, and what does success look like?
A real answer is specific. 'We're testing three new headlines on the back-pain campaign and a 4% click-through rate would tell us they're working.' A vague answer like 'we'll continue to optimise' is the agency saying they don't have a plan.
Question 4
What's our cost per booked patient, and how does it compare to last month?
If the number is moving in the right direction, the campaign is working. If it's moving the wrong way, you want to know why before another month rolls past. The trend matters more than the snapshot.
What you do next
If those four questions get clean, specific answers, your agency is doing the work. Stay with them. If they get vague answers or excuses, the agency is hoping you don't ask them again. That's the moment to either change the conversation or change the agency.
The clinics that win the long game on paid acquisition aren't the ones with the biggest budgets. They're the ones whose owners learned the right questions to ask, and built a relationship with someone who answered them honestly.
Common questions
