Resources

Tools I use with agency owners, free to read and use.

These are the audits, scorecards and structures I work through with the agency owners I advise. I've put them here so you can use them yourself, and I'd say the best place to start is with whichever problem feels most familiar.

Owner

The agency owner's role audit: how to work on the business, not in it

If you run an agency and you feel like you're working harder than ever while the business stands still, I think the first place to look is your own role. This audit takes about a week to gather and 1 to 2 hours to work through, and by the end of it you'll know what you should keep doing, what needs to change and what you need to stop.

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Clients

Client health score: how to tell which agency clients are at risk

A client health score is a simple monthly check on each of your clients that tells you which ones are in good shape and which ones might be about to leave. I use it with agency owners because most of them have a sense for how their clients are doing, but they're usually going on revenue, and I don't think revenue on its own tells you enough.

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Team

How to structure bonuses for account managers in an agency

If you have account managers or client services people in your agency, I think their bonus should reward 1 thing, which is growing the accounts they look after. Keeping those clients is what the salary is for. This guide covers what's worth paying extra for, what isn't, and what you need to have in place before you bring a scheme in.

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