When agency performance has plateaued, you need an experienced leader in your corner
Our 1:1 Agency Diagnostic provides six powerful sessions where we uncover what exactly is holding you back, where the issues and opportunities are, and what to do about it next.
1:1 Agency Diagnostic
Spend valuable time with a 10+ year veteran agency operator who has seen it all. Get the leadership and clarity you need.
- Six 1:1 sessions
- Evidence-based + self-reported data
- Agency Owner Archetype™ Report
- Verified AOFI™ score from your real numbers
- Agency valuation
- Agency leadership review
- Department review
- Top issues and opportunities, ranked
- Top 90-day priorities
- 1-year growth plan
Each session leaves you with something real
Kickoff & Owner Identity
You get: owner archetype report, goals and priority discussion and evidence data checklist walkthrough.
Agency Strength
You get: review key elements of agency strength, learn your Strength index score and opportunities and issues.
Financial Performance
You get: sync verified financials, define SDE and valuation inputs. Get your performance index review.
Owner Independence
You get: learn key elements of your Independence index, discuss personal and agency objectives.
Agency Scorecard & Valuation
You get: verified AOFI™, valuation, risk review, ranked issues and opportunities. Get ready to establish goals and priorities.
Plan, Priorities & Platform
You get: establish a clear 1-year plan with goals and set your 90-day priorities toward the path of achievement. We also go through the Creature platform and how to use it to monitor your agency.
What Agency Owners Have to Say
3 Easy Steps
Set Up Your Diagnostic Account
Our intelligent agency platform will gather evidence.
Complete the Assessment
Answer some structured questions across the three AOFI™ dimensions.
Review Your Diagnostic, Define Goals & Priorities
Make identified issues and opportunities your priority to improve your score and agency value.
