Discover the health of your agency in these 5 key areas:

  • Account Executives
  • Finance
  • New Business
  • Owner Happiness
  • Staff Management

Estimated time to get to the results page – 6 minutes

Start the assessment

Account Executives


Our AEs manage their book of business (the clients they serve) like a division of the agency as a whole – reporting earnings and growth every quarter.

3

Neither

Account Executives


My AEs are growing their book of business by at least 10% a year

3

Neither

Account Executives


My AEs deliver smart, measurable business solutions to our clients (not just marketing tactics)

3

Neither

Account Executives


My AEs control/manage scope creep so our jobs stay on budget and on time

3

Neither

Finance


Each month we are hitting our agency’s AGI (Gross billings minus ALL cost of goods, including ALL 1099 contractors) goal

3

Neither

Finance


On any given day, we have confidence that we know what we will be billing 90 days from that day

3

Neither

Finance


Our agency is delivering a minimum of 20% net profit every year

3

Neither

Finance


We are billing $150K of AGI (Gross billings minus ALL cost of goods, including ALL 1099 contractors) per FTE (full time equivalent) employee

3

Neither

New Business


The agency’s owner/s spend at least 50% of their time on new business activities

3

Neither

New Business


I am happy with my agency’s content strategy/both in the plan and how it is executed

3

Neither

New Business


We have a targeted list of dream prospects that are hearing from us every 6-8 weeks

3

Neither

New Business


I am getting enough "at bats" (meaningful meetings, requests for proposals, good fit RFPS, etc.) with right fit prospects each month.

3

Neither

Owner Happiness


I am personally making as much money every year as I'd like to

3

Neither

Owner Happiness


I am happy with my life/work balance

3

Neither

Owner Happiness


In the last year, I have taken a vacation of 5+ days without checking into the office

3

Neither

Owner Happiness


I have a clear succession plan and a timetable with milestones to accompany the plan

3

Neither

Staff Management


Our employees make choices/take action as if they owned the agency

3

Neither

Staff Management


I am having one on one meetings every week with my direct reports

3

Neither

Staff Management


Our agency offers a bonus program that is tied to my company’s performance

3

Neither

Staff Management


Each of my employees have a written growth plan that they’re actively working on

3

Neither

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