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Account Executives


Our AEs manage our clients like a franchise of our business, reporting earnings and growth every quarter

Neither

Account Executives


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

Neither

Account Executives


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

Neither

Account Executives


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

Neither

Finance


Each month we are hitting your agency’s AGI (Gross billings minus cost of goods) goal

Neither

Finance


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

Neither

Finance


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

Neither

Finance


We are billing $150K of AGI per FTE (full time equivalent) employee

Neither

New Business


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

Neither

New Business


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

Neither

New Business


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

Neither

New Business


I am getting enough “at bats” with “right fit” prospects each month

Neither

Owner Happiness


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

Neither

Owner Happiness


I am happy with my life/work balance

Neither

Owner Happiness


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

Neither

Owner Happiness


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

Neither

Staff Management


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

Neither

Staff Management


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

Neither

Staff Management


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

Neither

Staff Management


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

Neither

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