Free template

Agency or In-House? The Monthly Marketing Task Audit

List every task your agency retainer covers, see which an AI CRM can absorb and which to keep, and price both setups in ringgit.

  • A message, in English and Malay, asking your agency for last month's hours by task
  • A task inventory table with a ringgit-per-task formula and three columns: Absorb, Keep, Nobody
  • Plain rules for sorting each task, including festive campaigns and BM or Chinese copy

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Agency or In-House? The Monthly Marketing Task Audit — cover

What's inside

  • A message, in English and Malay, asking your agency for last month's hours by task
  • A task inventory table with a ringgit-per-task formula and three columns: Absorb, Keep, Nobody
  • Plain rules for sorting each task, including festive campaigns and BM or Chinese copy
  • A 30-enquiry reply gap check to run before moving anything in-house
  • A side-by-side cost table and an illustrative Subang Jaya tuition centre example
  • A 90-day switch plan and a 'keep the full retainer if' checklist

Who this is for

Klang Valley SME owners and marketing leads paying an outside agency a monthly retainer for ads, posts and reports, who want to know what they could bring in-house before cutting anything.

Made by the team behind Yalla — the chat-native CRM where the AI does the work, not just the talking.

Agency or In-House? The Monthly Marketing Task Audit