Consultant vs agency. Which one you need

Ecommerce consultant vs agency: which one does your brand actually need?

In this article you'll find everything you need to know about ecommerce consultant vs agency. It's written and kept up to date by Mattia Chiaruttini, ecommerce marketing consultant since 2016. Read it to the end, and if you have questions, send me a message.

Agencies sell you a team. Consultants sell you a person. Neither is better in general, but one of them is better for your stage, and you can usually tell with a handful of questions. I'm a consultant, so I have a bias. Here is the fair version, including a scorecard you can fill in yourself and the cases where I'd tell you to hire an agency.

If you decide a consultant fits, that's what I do as an ecommerce consultant.

In short

  • A consultant is one senior person who finds what limits growth and works alongside your team.
  • An agency is a team with defined roles, built for volume and several channels at once.
  • A scorecard of eight questions below gives you a leaning in five minutes.
  • Red flags exist on both sides: opaque reporting, junior hands, no clear owner.
  • You can switch as you grow, and a good partner will help you do it.

What does each one actually do day to day?

Ecommerce consultantAgency
Who you talk toThe person doing or reviewing the workAn account manager, often a team behind them
Typical strengthJudgment, priorities, fixing what's brokenVolume, specialists, regular output
Typical limitOne person's hoursMore layers between you and the work
Best forBrands that need direction and a few channels run wellBrands that need many things done at once
How decisions get madeIn the call or the same dayThrough a chain: strategist, buyer, account manager
How they scaleBy saying no and focusingBy adding people

The eight-question scorecard

Answer each question with the option that fits you best, and add the points. This isn't science, it's a way to make your own situation visible.

Question0 points: consultant1 point: in between2 points: agency
How much do you spend on ads each month?Still testing, small budgetSteady spend on one or two channelsLarge spend across several channels
How many channels do you need run?One or twoThreeFour or more
Do you have a marketer in-house?Yes, they need directionPart-time or juniorNo one, and you need it all done
How much creative do you need each month?A few concepts, founder-madeA steady flowHigh volume, produced
How fast must decisions be made?Same day, directlyWithin the weekA set cadence is fine
How well do you know your numbers?Not well, you need clarity firstReasonablyWell, you need execution
Do you want to learn how it works?Yes, and keep the knowledgeA bitNo, just deliver
How much reporting does your team need?A short weekly noteWeekly plus monthly reviewFormal reports for several stakeholders
  • 0 to 5 points: a consultant is probably the better fit.
  • 6 to 10 points: either can work; the choice depends on who you'd trust with the account, so talk to both.
  • 11 to 16 points: an agency, or a consultant plus execution help, is probably the better fit.

Which one fits your stage?

StageTypical situationUsually a better fitWhy
Pre-launchProduct ready, no traffic yet, unclear offerConsultantYou need decisions on offer, tracking and a first test, not volume
Early tractionA few hundred orders, one channel working, uneven resultsConsultantSenior judgment fixes the weak links before you scale spend
ScalingGrowing spend, several channels, creative demand risingEither, or a mixDepends on how much creative and execution you need each week
MatureSeveral channels, a team, formal reportingAgency, with an in-house leadVolume and specialists matter more than one voice

How do they charge?

I won't quote prices, since they depend on scope. What matters is the model: a monthly retainer, a percentage of ad spend, or a fixed project. A percentage of spend rewards spending more, so make sure that matches what you want. A project fits an audit or a rebuild. A retainer fits ongoing work.

How to brief a consultant or an agency: a one-page template

A good brief is the fastest way to find out who understands your business. Send the same one to everyone you are considering:

  • The goal for the next 6 to 12 months, as a number: revenue, new customers or profit.
  • Your average order value and your margin after product, shipping and fees.
  • Where traffic and sales come from today, and the monthly ad spend by channel.
  • What has worked, what has not, and what was tried before.
  • Who works on marketing in-house, and what they can take on.
  • The tools and access you can share: ad accounts, analytics, store.
  • Constraints: stock, seasonality, budget ceilings, decisions that need approval.

The first call: questions to ask and what a good answer sounds like

QuestionA good answerA warning sign
How do you decide what to work on first?Starts from your numbers, margin and bottleneckA generic checklist applied to everyone
Who does the work?Names the person and their experience"Our team" with no names
How do you measure success?Ties to your store revenue, profit or MERPlatform ROAS alone
What could go wrong in the first 90 days?Names real risks: tracking, creative fatigue, stockNothing, everything is guaranteed
What do you need from me?Specific access, decisions and a regular callNothing, they handle it all
How do we end the relationship?Clear notice period, you keep your accounts and dataLong lock-in, assets held by them

What to ask before you sign

  • Who will actually run my account day to day, and what's their experience?
  • Can you show a case study with margin and revenue, not just ROAS?
  • How do you report? Does it tie back to my store's revenue and my MER?
  • What do you need from me, and how often?
  • What happens in the first 30 and 90 days?
  • Do I keep access to my ad account, pixel and data?
  • How do we review the work, and can I leave if it doesn't fit?

You can check credentials in Google Partners and look at what an advertiser is running in the Meta Ad Library, but a badge shows a minimum level of activity, not whether they're right for your brand. The questions above tell you more.

What the first 90 days should look like

DaysFocusWhat you should have by the end
1 to 30Audit and foundations: tracking, account structure, offer, numbersA written audit, break-even numbers and a prioritized plan
31 to 60Controlled tests on creative, offers and audiencesTest results with a clear read on what to keep
61 to 90Scale what works, set a reporting rhythmA budget plan tied to margin and a monthly review

If after 90 days you still cannot say what was learned and what happens next, ask for a review before you commit more spend.

Hybrid models: when the answer is both

  • A consultant for strategy, freelancers for execution: useful when you want senior judgment but need hands for creative or reporting.
  • An agency for creative production, a consultant for direction: the consultant reviews the agency's work against your numbers.
  • A consultant first, an agency later: build the foundations, then hand over a clean account.

Red flags on both sides

  • You can't say who runs your account day to day.
  • Reports show platform ROAS but not your store's real numbers.
  • No one asked for your margin.
  • Promises of results before they have looked at your data.
  • Long contracts with no way to review after a few months.
  • Case studies without numbers, or with numbers you can't verify.
  • A consultant who says yes to everything and has no capacity left.

When should you switch from one to the other?

Many brands start with a consultant to fix the foundations: numbers, tracking, account structure, offer. Once those hold, an agency has something solid to execute against. The other way works too: a brand that outgrows its agency's attention can bring in a consultant for the senior judgment, or to audit the agency's work.

For the numbers any partner should be tracking, see the 6 numbers to check before you scale ads. For a real example of working with a founder team, read the BEEQ case study.

Ecommerce consultant vs agency: frequently asked questions

Is an ecommerce consultant cheaper than an agency?

Not necessarily, and cost shouldn't be the first question. A consultant is a better fit when you need senior judgment and some hands-on work. An agency is a better fit when you need a larger team doing many things at once.

What does an ecommerce consultant do day to day?

Audits the store, finds what limits growth, sets priorities, and either runs the work or guides your team through it. The common thread is that you work with one senior person.

When should I hire an agency instead?

When you need volume you cannot staff yourself: large creative production, many channels, regular reporting for a big team.

Can I start with a consultant and move to an agency later?

Yes, and many brands do. A consultant can build the foundations (numbers, tracking, structure) that make an agency's work easier to judge.

How do I check a consultant's or agency's claims?

Ask for the numbers behind any case study, who ran the account, and what the margin was. Check platform credentials in Google Partners, and ask to see how reports tie back to your store's revenue.

How long should I commit to before deciding if it works?

Plan for at least three months, with a review at 30 and 60 days. Anything shorter is too early to judge, and a long lock-in with no review is a warning sign.

Should I hire a freelancer instead?

A freelancer can be a good fit for defined execution work, like running campaigns or editing creative. For strategy and priorities across the whole store, a consultant or an experienced lead is the better fit.

What should I prepare before the first call?

Your revenue, order value, margin, ad spend by channel and the goal for the next year. The one-page brief in this guide covers it.

Let's talk about your store

A 30-minute call to understand where you are, where you want to go and whether I can help. If I'm not the right fit, I'll tell you straight away.