Agency Assessment

Are you generating solid revenue, but your agency still feels chaotic?

Client work is overwhelming your team, processes exist only in people’s heads, and you’re missing opportunities to leverage AI and automation that could transform your operations.

Sound familiar? You’re not alone. Most agencies hit this wall because they’re missing critical systems that separate profitable, scalable businesses from expensive jobs.

This assessment evaluates your agency across four key pillars that determine whether you’re building a valuable asset or just grinding harder:

Positioning – Are you positioned to command premium prices while attracting ideal clients?
Efficiency – Are your operations automated with AI-powered systems and documented processes?
Acquisition – Do you have diversified lead sources and bulletproof client retention?
KPIs – Are you making decisions from real-time dashboards, not gut feelings?

What You’ll Discover

This assessment will help you pinpoint the biggest constraints and opportunities in your agency. Once completed, you’ll receive a customized analysis that reveals where you really stand and the highest-impact areas to focus on next.

Most agencies are missing major AI and automation opportunities that could eliminate bottlenecks while improving client satisfaction. The ones that identify these gaps first are the ones that break through.

Ready to see where you really stand?

Answer honestly based on your current situation. Don’t overthink it – your first instinct reveals the clearest path forward.