Free Agency Assessment

What's Really Holding
Your Agency Back?

You're doing solid revenue. But something's not working the way it should — and you probably already know what it is. This assessment makes it concrete.

40 questions  ·  4 pillars  ·  ~8 minutes  ·  Personalized score

PPositioning for Profit
EEfficient Operations
AAcquisition Strategy
KKPIs & Tracking
Section 1 of 4
Positioning for Profit
How clearly defined, differentiated, and premium is your agency in the market?
Q1
We have a clearly defined niche or specialization that differentiates us from generalist agencies.
Q2
Our value proposition resonates strongly with ideal clients and is easy for prospects to understand.
Q3
We price our services based on value delivered, not hours spent.
Q4
Our clients rarely question or push back on our pricing.
Q5
We consistently command premium rates within our market.
Q6
Our core services are productized with clear deliverables, timelines, and pricing.
Q7
We have a documented Ideal Client Profile (ICP) that guides our sales and marketing decisions.
Q8
We have a clear qualification process that filters out poor-fit prospects before investing time in proposals.
Q9
We are recognized as a go-to authority in our niche or specialty area.
Q10
Our most profitable services receive the most focus in our marketing and sales efforts.
Please answer all questions before continuing.
Section 2 of 4
Efficient Operations
How well does your agency run without you? Systems, processes, and team independence.
Q11
We have documented processes for our most critical and recurring workflows.
Q12
Client projects are delivered consistently on time and within scope.
Q13
We have clear roles and responsibilities for all team members with minimal overlap or confusion.
Q14
Our team can execute most client work without owner involvement in day-to-day tasks.
Q15
We have a structured client onboarding system that delivers a consistent experience every time.
Q16
We leverage technology and tools effectively to reduce manual work and improve team output.
Q17
We use standardized templates and reusable assets to speed up delivery without sacrificing quality.
Q18
We have metrics in place to measure operational efficiency and quality.
Q19
We regularly review and improve our processes based on team feedback and performance data.
Q20
Our operations would continue to function effectively if the owner took a month-long vacation.
Please answer all questions before continuing.
Section 3 of 4
Acquisition Strategy
How predictable, systematic, and scalable is your new business engine?
Q21
We have a consistent, predictable lead generation system that runs without heavy owner involvement.
Q22
Our sales process is documented and followed consistently by everyone involved in closing deals.
Q23
We maintain a healthy pipeline with enough opportunities to hit our revenue targets each month.
Q24
We close 60% or more of qualified proposals or discovery calls.
Q25
We have a structured referral system that consistently generates new client opportunities.
Q26
Our marketing message clearly communicates who we help, what we do, and why it matters.
Q27
We focus our marketing on 1–2 primary channels rather than spreading across many.
Q28
We regularly demonstrate our expertise in ways that pre-sell prospects before they speak with us.
Q29
We have a nurture system to stay top-of-mind with leads who aren't ready to buy yet.
Q30
We have a deliberate strategy to retain existing clients and grow accounts over time.
Please answer all questions before continuing.
Section 4 of 4
KPIs and Tracking
Are you running your agency on real numbers — or gut feel?
Q31
We review key financial metrics (revenue, profit, expenses) on a monthly basis.
Q32
We maintain a net profit margin of 20% or higher on a consistent basis.
Q33
We know which services or clients are most and least profitable at any given time.
Q34
We have a cash flow forecast that gives us at least 60 days of financial visibility.
Q35
The owner is paid a market-rate salary separate from any distributions or profit-sharing.
Q36
We have team utilization targets and regularly track whether we're hitting them.
Q37
We measure and track client satisfaction in a structured way (surveys, NPS, regular check-ins).
Q38
We have an annual budget and review performance against it at least quarterly.
Q39
Our accounts receivable are managed proactively — we rarely carry overdue invoices past 30 days.
Q40
We maintain cash reserves equivalent to at least 3 months of operating expenses.
Please answer all questions before continuing.
Almost done — Step 2 of 2
About Your Agency
A few more details to personalize your results. Your score is calculated immediately — results are reviewed and sent to you personally within one business day.
Please fill in your phone number and agency website.
PEAK

Assessment submitted.

Your answers are being reviewed by a PEAK strategist. You'll receive a personalized breakdown — pillar analysis and specific recommendations — via email within one business day.

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