Running an agency means juggling sales, operations, and profitability all at once — and sometimes it’s hard to see where the real levers for growth actually are. That’s exactly why we built the Agency Process Evaluator.
This simple tool lets you plug in your current numbers — things like leads, conversion rates, deal value, costs, and hours worked — and then set your goals for where you’d like to be. With just a few inputs, you’ll see a side-by-side snapshot of your current performance vs. your target outcomes, complete with clear KPIs and charts.
Here’s how to use it:
- Enter your current business data in the Current Snapshot section.
- Adjust the Sales and Operations levers to set your goals.
- Instantly see the impact on revenue, margins, efficiency, and profitability.
- Export the results as a PDF or CSV to share with your team or use in planning sessions.
The magic of the Agency Process Evaluator is that it doesn’t just give you numbers — it highlights the exact areas where small improvements can create outsized growth. Use it to spot inefficiencies, set realistic targets, and align your team around what really moves the needle.