Where is your agency right now?
Answer eight quick questions to find your agency's stage and the one thing to work on next.
How many active paying clients do you have?
Choose what is true today. You can change any answer.
Example: an owner with a few clients and no system yet
This owner is made up. They have one to three clients and a clear offer. New sales come from referrals, the delivery steps live in their head, and if they take a week off, the work stops.
7 points: Repeat it
Turn lucky wins into a weekly sales rhythm.
A next move: Choose the channel that produced your best clients.
Made-up answers. This is not a client's result or a promise of earnings.
| Area | Answer | Points |
|---|---|---|
| Clients | 1–3 | 1 |
| Offer | One clear result for one clear buyer | 2 |
| Pipeline | Referrals or random outreach | 1 |
| Delivery | No, it all lives in my head | 0 |
| Time | Sales and delivery both stop | 0 |
| Numbers | Revenue and leads | 1 |
| Retention | I notice problems when clients complain | 1 |
| Team | Freelancers help when I am busy | 1 |
| Total out of 24 | 7 | |
How the score works
Each answer is worth 0, 1, 2 or 3 points. Add up all eight and find your total in the list. We made up these six stages to help owners plan, so they don't rank you against anyone else.
A good total can hide one weak area. Look down your answers, change any that are wrong, and pick the action that fits where you are.
Answer the eight questions- 0 to 3 pts
Prove it
Sell and deliver one narrow promise.
- 4 to 7 pts
Repeat it
Turn lucky wins into a weekly sales rhythm.
- 8 to 11 pts
Package it
Make the offer easier to sell and deliver.
- 12 to 15 pts
Systemise it
Build a delivery machine another person can run.
- 16 to 19 pts
Lead it
Manage by outcomes instead of interruptions.
- 20 to 24 pts
Scale it
Grow the strongest channel without breaking delivery.