Your agency report card

As we close out another whirlwind year, it’s a great opportunity for a little introspection and reflection on how the year went for your agency.

And I’ve got just the thing to help you with that — and don’t worry, it’s 100% free!

I’m calling it “The Agency Report Card”, and it’s a unique self-assessment tool I’ve developed. It’s designed to give you a comprehensive look at your agency’s performance across key areas (more on that in a moment). Think of it as your end-of-year-checkup — without the cold stethoscope!

Why a report card?

Just like in school, a report card gives you a clear picture of where you excel and where there’s room for improvement. But now you get to grade yourself (boy, that would have come in handy when I was in school).

So, what’s covered?

The report card covers 9 critical areas (or ‘subjects’) for running a successful agency:

1. Client Satisfaction
2. Financial Health
3. Innovation
4. Work-Life Balance
5. Team Management (if applicable)
6. Marketing & Outreach
7. Professional Development
8. Customer Support
9. Strategic Planning

Each subject has 4 unique questions that will help you think deeper about how you’re performing.

What do you get?

Once you’ve taken your assessment, you’ll receive:

• Your agency’s Overall Grade: This gives you an overall snapshot of your performance.
• Individual ‘Subject’ Grades: Dive into each area to see where you excel and what needs attention.
• Personalized Feedback: Depending on your scores, you’ll get personalized advice. Scored high? Awesome, let’s see how you can leverage that success! Need improvement? No worries, I’ve got tips and resources to help you level up.

You’ll be able to see your full results immediately, without any opt-in, when you submit the form.

Ready to get started?

Click here to start your assessment and get your report card!

Remember, this isn’t just about patting yourself on the back or dwelling on what went wrong… It’s about taking a clear-eyed look at your business — celebrating wins, learning from mistakes, and setting the stage to make huge strides in 2024!