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Agency Growth Assessment
Step 1/14
You go on vacation for 2 weeks unplugged - will clients still be happy and your reputation intact?
A.)
Nahh, I take a vaca every 2 - 3 months and the biz runs awesome.
B.)
I tried to get off the grid once, but the business was in shambles.
C.)
Vaycation? I can't even spell vacation right, that's how long it's been since I've had one...
Step 2/14
Pretend a 100 leads come in. How do you prioritize? How long do decks take?
A.)
I would have a heart attack if a hundred leads came in, there’s no way we could handle that.
B.)
We’ve never processed that many leads, but we would do our best even if it meant a few sleepless nights and coming up with new processes.
C.)
We’d have no problem, we could process that many sales qualified leads with our eyes closed.
Step 3/14
Your #2 has to take temporary leave, can you train someone and ramp them up can to fulfill within 1 week?
A.)
Of course, all of our people are cross trained and I can plug someone in no prob.
B.)
I would probably have to step in to take over for a while till we could find the right person in the mean time.
C.)
Holy Crap we are screwed, b/c i don’t even know what s/he does anymore.
Step 4/14
You get a huge new client and need to hire 5 new people within 2 weeks, are you ready?
A.)
Yeah baby, our hiring process is on point!
B.)
We would probably run everyone on overtime till we were able to get someone people in through referrals and stuff.
C.)
We would have to skip out on the client b/c we are so at capacity we can’t even take time to hire.
Step 5/14
Cha-ching - you have a buyer for the business! Will you get full value or be stuck managing?
A.)
Stuck Managing
B.)
Getting full value while my systems, processes, and automations handle all the heavy lifting.
C.)
Somewhere in between
Step 6/14
Who is responsible for your sales in the business?
A.)
Me
B.)
Critical employee
C.)
My sales team
D.)
It’s outsourced
Step 7/14
Who is responsible for your delivery and results in the business?
A.)
Me
B.)
Critical employee
C.)
My production team
D.)
It’s outsourced
Step 8/14
Who is responsible for your client on-boarding and account management in the business?
A.)
Me
B.)
Critical employee
C.)
My account management team
D.)
It’s outsourced
Step 9/14
Who is responsible for your Hiring and team on-boarding in the business?
A.)
Me
B.)
Critical employee
C.)
My HR team
D.)
It’s outsourced
Step 10/14
Do you have a CRM tool that you are actively using?
A.)
Absolutely, we manage our leads like a mofo
B.)
Kinda sorta
C.)
We got nada
Step 11/14
Who is responsible for your team performance in the business?
A.)
Me
B.)
Critical employee
C.)
My leadership team
D.)
It’s outsourced
Step 12/14
Do you have scorecards to keep track of your teams performance?
A.)
Absolutely, metrics are king.
B.)
Kinda sorta but no need because people are doing well
C.)
We got nada
Step 13/14
Do you have a project manager tool that you are actively using?
A.)
Absolutely, we manage our projects like a mofo!
B.)
We have a project management system m but probably aren’t using it right.
C.)
No
Step 14/14
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