Agency maturity assessment
A multi-dimensional maturity assessment that scores agencies across Process, Client, and Team maturity to identify their dominant strength area.
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Agency scale readiness assessment
Evaluate agency readiness to scale across service productization, client acquisition, team capacity, process documentation, and profit margins with tiered recommendations.
Show agencies their exact scaling bottleneck
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Questions in this template:
You can tweak any of these questions after installation.
- 01
How productized are your agency services?
- Custom everything for every client
- Some repeatable deliverables but mostly custom
- Defined service packages with clear scopes
- Fully productized services with predictable delivery
- 02
How reliable is your client acquisition?
- Relying on my personal network
- Some inbound leads but inconsistent
- Reliable lead generation with a sales process
- Predictable pipeline with multiple acquisition channels
- 03
What does your team situation look like?
- Just me doing all the work
- A few contractors but I manage everything
- Small team with defined roles and capacity to grow
- 04
How well documented are your agency processes?
- No documented processes
- Some checklists but nothing comprehensive
- SOPs for major workflows
- Complete playbooks that anyone can follow
- 05
How healthy are your profit margins?
- Not sure what my margins are
- Thin margins with frequent scope creep
- Healthy margins with clear project profitability tracking
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