1 The Basics

2 Team & Capabilities

3 Tell Your Story

Provider Fact Sheet

General & Creative Agencies

Brand marketers use GoldThread to find agency and marketing solution partners. This fact sheet builds your profile. The more complete it is, the more opportunities you'll see.

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One office, one sheet

Multiple offices should each complete their own fact sheet.

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Confidential. Your responses are stored in GoldThread's proprietary provider database and used to power our matching algorithm. Your data is never shared with other agencies and never made available outside the GoldThread platform. Contact support@goldthread.ai to view, update, or withdraw your information.

The Basics

~20 questions. Quick fields and checklists.

Team & Capabilities

~15 questions about your team, clients, and expertise.

Tell Your Story

~10 questions. Essays, case studies, and standout work.

Section 1 of 3

The Basics

~20 questions. Quick fields and checklists.

Agency Type *

What is your agency’s primary type — your #1 superpower? *

Please choose your primary agency type.

Which other types describe your agency? Add your next strongest, in order (optional).

Basic Agency Information

Company legal name *

Required.

Agency name (if different from company legal name)

Headquarters

HQ city *

Required.

HQ country *

Required.

Street address of submitting office

Agency website URL *

Required. Must be a valid URL.

Contact form URL (if different from website)

How is your agency financially owned? *

Required.

Does your agency have any diversity certifications or minority ownership designations? Select all that apply. This is separate from ownership structure above. An agency can be any combination of entity type, ownership structure, and minority ownership.

Which holding company is your agency part of, if any?

Immediate parent company The direct parent, if different from the holding company. If fully independent, enter “Self.”

Agency founding date

How is your agency structured within the industry? *

Required.

Primary Contact

Name

Title

Phone

Email *

Required.

Which email address should we send RFIs to? * This can be different from your main contact or the person filling out this form.

Required. Must be a valid email.

CEO / President

Name

Phone

U.S. office locations (only if you have more than one office)

Where can your agency execute? The markets, regions, or countries where you can run and deliver work — separate from where your offices are.

Approximately how many employees does your agency have?

Submitting office

Total employees

What is your typical engagement size? Optional. A rough dollar figure or range is fine — e.g. “$250k minimum”, “$500k–$2M typical”.

Services

Which services does your agency offer? Search our service taxonomy and select all that apply, then rank your top 30 superpowers — strongest first (use the ↑↓ arrows) — and add as many more as you like below.

Optional — this never blocks completion. The more complete your list, the more accurately we can match you to searches.

Does your agency have in-house production capabilities?

Does your agency use any proprietary strategy, creative or production platforms? Optional.

Does your agency deploy AI-powered tools on behalf of clients? Optional.

Industry Expertise

Which industry verticals does your agency have the deepest experience in? Search and select all that apply. *

Pick the ones where you have named practices, dedicated teams, or a concentration of work — not every industry a client happens to be in. Rank your top 10 (use the ↑↓ arrows); add as many more as you like below.

Please select at least one industry vertical.

Audiences

Which audiences does your agency have demonstrated expertise reaching?

The demographic, generational, cultural, or organizational audiences your work reaches — not the industries you work in. Rank your top 8 (use the ↑↓ arrows); add as many more as you like below.

Awards & Recognition

Has your agency received any industry awards? * If yes, add as many as you like, from any year. For each, include: Award name (e.g., Cannes Lions, Effies, One Show, Clios, D&AD, Webby), Year received (required), Category, Campaign or project name.

Required.

Has your agency received any industry rankings, certifications, or workplace recognitions? * If yes, add as many as you like, from any year. For each, include: Accolade name (e.g., Ad Age A-List, AdWeek Fastest Growing, Great Place to Work, B Corp), Organization that granted it, Year received (required), Type.

Required.

Proudest Achievements

Describe up to three of your agency's proudest achievements over the last three years and what makes them special. Just a few sentences for each, please. Optional.

Achievement 1

Achievement title

What makes it special

Supporting file (optional, max 10 MB)

Achievement 2 Optional

Achievement title

What makes it special

Supporting file (optional, max 10 MB)

Achievement 3 Optional

Achievement title

What makes it special

Supporting file (optional, max 10 MB)

Section 1 complete. The more you share, the better your results.

Section 2 of 3

Your Team & Capabilities

~15 questions about your team, clients, and expertise.

Capabilities

Please display the approximate number of employees by department. We realize employees can be allocated to multiple departments so the total may exceed your headcount. This is both a proxy for size as well as for your agency's resource priorities. For each of your agency's capabilities below indicate the number of dedicated employees, if not please use NA.

Capability

In-House?

Dedicated Employees

Key Leadership

Please list your key client-facing leaders: name, title, and years with the agency. If you'd like to include short bios (100 words or less), pictures, or LinkedIn URLs, those are welcome but not required. Optional but encouraged.

Current U.S. Client List

Please provide a representative client list (add as many as you like). For each, include the client/brand name, industry, the year the engagement started, and whether the relationship is AOR or project. If a project, note the general scope of the work. Please list AOR clients first. Optional but encouraged.

Areas of Expertise (Detail)

Please briefly describe your agency's experience in each area below. These help us match you with opportunities where your specific strengths are relevant. If a category doesn't apply, simply mark "N/A."

Digital and social-first work Your experience with brands where digital/social is the primary channel.

Categories in flux Experience with brands in rapidly evolving or disrupted categories.

National strategy with local execution Experience with multi-unit retail, franchise, or regional models.

Performance marketing Your performance marketing acumen and experience driving measurable outcomes.

B2C and B2B audiences Experience marketing to both consumer and professional/business audiences.

Any other expertise you believe is relevant. Optional.

Multicultural Marketing

Describe your agency’s multicultural marketing capabilities, experience, and approach audience-specific and/or in-language work, where appropriate

Languages your agency can support:

Partnerships & Memberships

Industry memberships, alliances, or advocacy affiliations Optional. e.g. 4A’s, B-Corp, ANA — one per line.

Compliance certifications or standards you meet Optional. e.g. GDPR compliant, HIPAA-compliant, SOC 2 Type II — one per line.

Section 2 complete. One more section to go.

Section 3 of 3

Tell Your Story

~10 questions. Essays, case studies, and the work that sets you apart.

Why Your Agency?

Please write a short introduction (~500 words max) explaining what makes your agency worth knowing about.

What would you want a prospective brand marketer to understand about your agency before anything else? This can include the tangible (relevant experience, a track record of driving results, demonstrated expertise across channels) and the intangible (a deep understanding of a particular consumer segment, unique value drivers, your methodology and distinctive approach to problem-solving). This is the "meatiest" part of the fact sheet, so give it some thought. Required.

0 / 500 words

Competitive Advantages

Please list competitive advantages — what you do better or differently than other agencies. For each, provide a short label and a brief description. Consider touching on your culture and values, strategic partnerships, methodologies, or anything else that sets you apart.

Case Studies

Brand marketers use case studies to assess proof of work and fit. The more detail you give on the challenge, your approach, and the results, the more accurately we can match you to relevant searches. Two to three of your strongest, most relevant projects is ideal.

Creative Overview

Please provide a link to your agency's best creative work. This may be a reel (approximately 1–2 minutes), a portfolio link, or a curated selection of work samples across channels (video, digital, social, print). Optional.

Testimonials

Do you have client testimonials you'd like to share? If yes, add as many as you like.

GoldThread Insight Questions

The following questions go beyond the standard sections above. Your answers help us match you with opportunities where you'll genuinely be a strong fit. Responses are only seen by brand marketers running a search — never by other agencies. Answering these is optional. Please limit each response to ~500 words or less.

The Meeting Test If a prospective client could shadow one internal meeting at your agency for 30 minutes to understand your culture, which meeting would you choose and why?

0 / 500 words

Your Moat If your agency disappeared tomorrow, what specific gap would your best client struggle most to fill, and why couldn't they easily replace you?

0 / 500 words

The Unscripted Version What is one thing about the way your agency operates day-to-day that would genuinely surprise a Brand Marketer who has only seen your pitch materials?

0 / 500 words

The Junior Perspective If a Brand Marketer asked your three most junior team members, anonymously, what it's really like to work at your agency, what do you think they'd say?

0 / 500 words

Data Use Acknowledgment

By submitting this fact sheet, you acknowledge and agree that the information provided will be stored in GoldThread's proprietary provider database and used to power our matching and ranking algorithms. Your profile data may be analyzed, indexed, and processed to surface your agency to brand marketers whose search criteria align with your capabilities. GoldThread may refine and improve its algorithms using aggregated provider data. Your information will never be shared with competing agencies or made available outside the GoldThread platform. You may request to view, update, or withdraw your data at any time by contacting support@goldthread.ai.

I acknowledge and agree to the above terms. *

General & Creative Agencies

How this works

The Basics

Your Team & Capabilities

Tell Your Story

Review Your Fact Sheet