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Agency Diagnostic $6,800 · PER AGENCY · ONE-TIME
A private, 14-day look under the hood of your agency.
✓ Owner archetype + team & leadership review ✓ 14-point risk assessment and valuation ✓ Back office systems performance analysis ✓ 90-day + 1-year strategic roadmap
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Temporarily locked Breakthrough Accelerator $4,500 · PER PERSON · 90 DAYS
The same diagnostic in a 90-day peer cohort.
✓ Owner archetype + team & leadership review ✓ 14-point risk assessment and valuation ✓ Back office systems performance analysis ✓ 90-day + 1-year strategic roadmap
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Temporarily locked Platform & Partner Portal UNLOCKS AFTER THE DIAGNOSTIC
Run the plan day to day — goals, rocks, weekly L10s, and live KPIs across every department.
✓ Full agency workspace + department dashboards ✓ Annual goals cascaded to quarters and weeks ✓ Weekly L10 cadence with auto agendas ✓ Back office integrations & intelligence layer
♙ Starts with the Agency Diagnostic — it produces the scorecard the portal runs on.
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