Agency Startup Assessment Form
Agency Startup Assessment Form
Overall, how ready is your agency to begin operations?
*
1
2
3
4
5
6
7
8
9
10
Which of the following best describes your agency's current business plan?
*
Fully documented and actionable
Partially documented
Still in development
No formal business plan yet
How would you rate your current team structure and staffing?
*
Not established
1
2
3
4
Fully established
5
1 is Not established, 5 is Fully established
Which best describes your client acquisition process?
*
We have a proven process and pipeline
We are testing different approaches
We rely on referrals/network
No process in place yet
Please rate the readiness of the following operational areas:
*
Rows
Not started
In progress
Ready
Legal & compliance
1
2
3
Technology stack
4
5
6
Service delivery process
7
8
9
Financial management
10
11
12
Branding & marketing
13
14
15
How confident are you in your agency's ability to deliver services to clients today?
*
Not confident
1
2
3
4
Extremely confident
5
1 is Not confident, 5 is Extremely confident
What is your current technology stack status?
*
All core tools in place and integrated
Some tools in place, integration ongoing
Tools selected but not implemented
No technology stack yet
Which best describes your agency's financial processes?
*
Established and documented
Partially established
Basic tracking only
No processes in place yet
How would you rate your agency's growth mindset and openness to learning?
*
Needs improvement
1
2
3
4
Excellent
5
1 is Needs improvement, 5 is Excellent
What is your top priority for improving agency readiness in the next 90 days?
Submit Assessment
Should be Empty: