Where is your agency right now?
Eight honest answers. Find your stage and the one job to focus on next.
How many active paying clients do you have?
Choose what is true today. You can change any answer.
Example: busy with clients. Still starting from scratch.
This fictional owner has 1–3 clients and a clear offer. Sales rely on referrals, delivery lives in their head and a week off stops the work.
7 points. Repeat it.
Turn lucky wins into a weekly sales rhythm.
A next move: Choose the channel that produced your best clients.
Example answers, not a client result or an earnings claim.
| 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 | |
A focus for the week. A map for what follows.
Each answer contributes 0, 1, 2 or 3 points. Add all eight, then use these bands. The six stages are our planning framework; they aren't a ranking against other agencies.
A total can hide a weak spot. Use your answer list to check the diagnosis, change anything that isn't accurate and choose an action that fits your situation.
Answer the eight questions- 0–3 pts
Prove it
Sell and deliver one narrow promise.
- 4–7 pts
Repeat it
Turn lucky wins into a weekly sales rhythm.
- 8–11 pts
Package it
Make the offer easier to sell and deliver.
- 12–15 pts
Systemise it
Build a delivery machine another person can run.
- 16–19 pts
Lead it
Manage by outcomes instead of interruptions.
- 20–24 pts
Scale it
Grow the strongest channel without breaking delivery.