Total Score

Get Your Sh*t Together: 
The Agency Diagnostic

I lead a business with a small team (2–6 people).

I lead a business with a medium-sized team (6–15 people).

I lead a business with a medium/large-sized team (15–30+ people).

We handle it manually with bespoke emails and calls.

We use a process, but it’s not 100% optimized or consistently set up.

We have a well-documented, streamlined and fully automated onboarding process.

More than 15% (we struggle to retain clients long-term).

Around 5-10% (some churn, but mostly stable).

We don’t — scope creep is a constant problem.

We set boundaries, but it’s hard to enforce them.

Not an issue for us: we set clear scopes and keep things in check.

Over 50 hours. It feels like I’m always “on.”

Around 40–50 hours. I’m balancing things, but it’s still a lot.

Fewer than 40 hours. I’ve built systems and a team that let me step back.

I rely on myself or someone else to spot-check tasks and address gaps as they arise.

I set expectations but have to follow up when tasks aren’t completed as planned.

I empower the team to take full ownership of their responsibilities, focusing on outcomes and high standards.

Alignment happens informally during meetings.

We plan goals at the start of projects/quarters, but follow-ups are inconsistent.

We have full goals' alignment through dashboards, regular updates, and collaboration tools.

I’m often uncertain if we’re operating profitably.

I have a general idea of profitability, but I don't have all the details.

I track and analyze profitability at least quarterly to make informed decisions.

We don’t track this metric consistently.

We track it occasionally but data is inconsistent/we don’t act on the insights.

We regularly monitor and optimize this balance for maximum profitability.

We rely on ad-hoc conversations or messages over DMs/emails.

We provide updates during meetings, but not always consistently.

We use a structured approach like a centralized tool, recurring calls or a client portal.

We estimate based on past experience but don’t track performance.

We use data (e.g., project timelines, budgets, time-tracking, ROI) to guide allocation.