Action Leader Agency Assessment
Owner Information
Full Name
*
Cell Phone (best to receive text notifications about upcoming sessions)
*
Email
*
Best Address to Receive a Package
*
Address Line 2
City
*
State
*
Postal code
*
Birthday
*
What is your favorite POWER song?
Upload your favorite profile picture here.
What time zone are you located in?
Eastern
Central
Mountain
Pacific
Agency Profile
Agency Name
Agency Classification
Independent
Franchise
Website
Company Logo
What current operating/scheduling software do you use in your agency?
Social Media Platforms
Facebook
LinkedIn
Instagram
Twitter
Action Leader Agency Assessment
Please complete this assessment using the most accurate information available.
YOU
In 50 words or less tell us about you:
What is your PERSONAL "BIG WHY"
What is your PROFESSIONAL "BIG WHY"
What are your Non-Negotiables
In this moment, what are you most EXCITED about
In this moment, what are you most worried/nervous about
The average number of hours YOU work per week
YOUR AGENCY
Who is your "RIGHT FIT CLIENT"
Who is your "WRONG FIT CLIENT"
List 4-6 SERVICES your agency delivers to your RFC
List 4-6 OUTCOMES that would turn your RFC into a raving fan
What is the ONE BIG THING you want people to think of when they hear your agency's name
YOUR AGENCY'S NUMBERS
Current average billable hours per week
Average number of clients per week for:
2020
2021
Total GROSS revenue for:
2020
2021
Total NET PROFIT MARGIN percentage for:
2020
2021
Average TURNOVER RATE percentage for
2020
2021
Average number of new hires per week in 2021
Total number of care providers on staff in 2021
RETENTION RATE percentage for 2021
Average number of referrals per month
Marketing in my agency is best described by
I HATE MARKETING, but do it anyway.
I do the marketing because no one can market my business like I can.
I currently do the marketing but am looking to hire a marketer
I have a marketer, but feel they could do better.
I have a marketer, but will help when needed.
I have a fantastic marketer and do not need to do any marketing.
I have a team of marketers that do a great job.
Total dollar amount spent on marketing for 2021
$
GROWTH AND SCALE
What are your 2022 GOALS for:
How much money would you like to make?
$
How much money would you like to KEEP?
$
Per week, how many...
Hours do you want to work??
Days do you want to work?
What month will you take your vacation?
How long will your vacation be?
What does success look like to you