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Agency Efficiency Scorecard

Name

Email

Business Name

Industry

1. How much of your day is spent answering the "Same 5 Questions" from your team/associates?

1. How much of your day is spent answering the "Same 5 Questions" from your team/associates?
A
B
C

2. How do you track recruits through the licensing and onboarding pipeline?

2. How do you track recruits through the licensing and onboarding pipeline?
A
B
C

3. After a workshop or presentation, how is the follow-up content (HR packs/social posts) created?

3. After a workshop or presentation, how is the follow-up content (HR packs/social posts) created?
A
B
C

4. How do strategy session notes (Tax growth/Income protection) become compliance-ready reports?

4. How do strategy session notes (Tax growth/Income protection) become compliance-ready reports?
A
B
C

5. How do you access your agency’s performance metrics and KPIs?

5. How do you access your agency’s performance metrics and KPIs?
A
B
C

"Beyond the day-to-day tasks, if you could wave a magic wand and automate the one 'Foundational' hurdle that currently keeps you from doubling your agency's capacity without doubling your stress, what would that look like for you?"