Free Agency Operations Resource
Agency Operations Audit Template
Score Your Operations Across 8 Categories
Identify operational bottlenecks holding your agency back. This comprehensive audit helps you score your operations from 1-5 across critical categories and prioritize improvements.
Identify your biggest operational gaps
Benchmark against high-performing agencies
Create a prioritized improvement roadmap
Track progress over time with clear metrics
Project management efficiency
Financial operations health
Team productivity metrics
Client acquisition systems
What's Inside?
A sneak peek at what you'll get access to
4
Project Management
Criteria to evaluate
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Financial Operations
Criteria to evaluate
4
Sales & Business Development
Criteria to evaluate
4
Team & Talent
Criteria to evaluate
4
Client Management
Criteria to evaluate
4
Technology & Tools
Criteria to evaluate
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Processes & Documentation
Criteria to evaluate
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Strategy & Leadership
Criteria to evaluate