Agency Commercial Diagnostic
A structured review designed to help agency leaders improve profitability, cash flow and commercial performance.
Many agencies know something isn't working but are unsure exactly where the issues sit.
The diagnostic is designed to answer key questions such as:
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Why is revenue growing but not profit?
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Which clients are genuinely profitable?
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Are we pricing our services correctly?
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Are we structured efficiently?
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Is cash flow weaker than it should be?
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What should leadership focus on first?
The Agency Commercial Diagnostic identifies the factors having the greatest impact on profitability and commercial performance, before providing a prioritised improvement plan focused on the actions likely to deliver the greatest benefit.
Each Diagnostic is clearly scoped, with the deliverables and fixed fee agreed upfront. Where appropriate, the review can be tailored to reflect the agency’s size, complexity and available information.
What's included?
The diagnostic will look at what improvements can be made to these six pillars of profitability:
Financial performance
- Revenue trends
- Gross margin
- Department profitability
- Overhead structure
Cash flow
- Working capital management
- Debtors
- Forecasting processes
- Cash reserves
Client portfolio
- Client concentration risk
- Client profitability
- Retention profile
Resource structure
- Utilisation
- Freelance dependency
- Levels of seniority
Pricing
- Client pricing model
- Rate cards
- Scope management
Operational delivery
- Reporting quality
- Management information
- Financial controls
What you'll receive
Diagnostic report
Key risks
Prioritised recommendations
Executive debrief
A summary of financial and commercial performance, highlighting strengths, weaknesses and opportunities.
The key issues affecting profitability, cash flow and future growth.
Practical actions ranked by impact and ease of implementation.
A walkthrough of findings and recommended next steps.
Who is it for?
Typically suitable for:
- Independent agencies
- Owner-managed agencies
- Growing services businesses
- Leadership teams seeking improved profitability and financial visibility.
Not sure if it's what you need? Book a discovery call and we can agree the support that's right for you.