ES StudiosA free planning tool for agency owners

Where is your agency right now?

Answer eight quick questions to find your agency's stage and the one thing to work on next.

Question 1 of 8

How many active paying clients do you have?

Choose what is true today. You can change any answer.

My agency, this week.0 / 8
ClientsAwaiting your answer
OfferAwaiting your answer
PipelineAwaiting your answer
DeliveryAwaiting your answer
TimeAwaiting your answer
NumbersAwaiting your answer
RetentionAwaiting your answer
TeamAwaiting your answer
Nothing on the board yet.Pick an answer and it gets pinned up here.
Each answer scores 0 to 3 points. It is our own planning tool and does not rank you against other agencies.

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.

How the example answers score
AreaAnswerPoints
Clients1–31
OfferOne clear result for one clear buyer2
PipelineReferrals or random outreach1
DeliveryNo, it all lives in my head0
TimeSales and delivery both stop0
NumbersRevenue and leads1
RetentionI notice problems when clients complain1
TeamFreelancers help when I am busy1
Total out of 247

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
  1. Prove it

    Sell and deliver one narrow promise.

    0 to 3 pts
  2. Repeat it

    Turn lucky wins into a weekly sales rhythm.

    4 to 7 pts
  3. Package it

    Make the offer easier to sell and deliver.

    8 to 11 pts
  4. Systemise it

    Build a delivery machine another person can run.

    12 to 15 pts
  5. Lead it

    Manage by outcomes instead of interruptions.

    16 to 19 pts
  6. Scale it

    Grow the strongest channel without breaking delivery.

    20 to 24 pts