Agency Growth Diagnostic
Clarity. Confidence. And a Custom Plan to Scale Your Agency.
Running a successful agency shouldn’t mean constant firefighting. Whether you’re scaling, delegating, or thinking about an eventual exit, the Agency Growth Diagnostic gives you the clarity and plan to lead with less stress—and more confidence.
The Agency Growth Diagnostic (AGD) is a focused, strategic engagement to help you get clear on where your agency stands—and where it needs to go next. We assess what’s working, surface blind spots, and deliver tailored recommendations you can act on immediately. You’ll walk away with:
Strategic Clarity
We identify what’s working, what’s not, and what needs attention next—so you can lead with focus instead of guesswork.
Customized Roadmap
No off-the-shelf blueprint. You’ll get a practical, stage-appropriate plan tailored to your agency’s structure, goals, and leadership team.
Experienced Insight
With experience across 600+ agencies, we help you cut through the noise, spot what matters, and make key decisions with confidence.
Confident Decision-Making
You’ll leave with clear priorities and next steps—plus the outside perspective to move forward with calm, grounded confidence.
How It Works:
Discovery
We start with a focused review of your agency’s goals, operations, and pain points—so we know what makes you unique.
Custom Analysis
We use a proven framework, layered with insights from hundreds of agencies, tailored to your specific needs.
Strategic Roadmap
You’ll get a clear plan: what to do now, what to fix next, and how to grow smoothly and profitably.
Follow-Up Conversations
Two strategy calls to dig deeper, stress-test decisions, and help you move forward—or step into ongoing coaching.
Timeline
Most clients get their custom roadmap within 4-6 weeks of kickoff.
We can usually kick things off within 2-3 weeks of signing. Discovery starts right away.
The entire project typically takes 8-10 weeks, including the follow-up conversations.
Want more support? You can optionally add ongoing coaching ($1,500 to $8,000+ per month).
AGD Investment:
Rather than headcount, pricing reflects the size of your senior-most leadership team. This includes all owners and usually includes trusted executive employees.
Stakeholder Group
Who It’s For
Investment
1-2 Stakeholders
Solo owner, two co-owners, owner and #2
$10,000
3 Stakeholders
Owner(s) + one executive
$14,000
4 Stakeholders
Owner(s) + small leadership team
$18,000
5+ Stakeholders
Owner(s) + larger executive team
Custom
1-2 Stakeholders
$10,000
Owner(s) + executive
3 Stakeholders
$14,000
Owner(s) + executive(s)
4 Stakeholders
$18,000
Owner(s) + small executive team
5 Stakeholders
Custom Pricing
Owner(s) + large executive team
Not sure which tier fits best? Reach out below and we’ll advise based on your team, goals, and budget.
Client Success
“Karl doesn’t just hand you an answer—he helps you uncover the right solution. His process makes you grow in the way you think about your business.”
–Ryan Redding, CEO, Levergy (exited 2025)
“Karl shared the advice we needed to build a solid new foundation. And he gave us the confidence to make it all happen—and it’s paid off.”
–Ashley Quintana, Co-Founder, Bridges
“Karl helped turn Inflow into a well-oiled machine—organized, process-driven, and attractive to buyers.”
–Mike Belasco, Founder, Inflow (exited 2023)