Agency Capacity Diagnostic

How many more clients could you handle without hiring?

Get a comprehensive diagnostic with benchmarks, projections, and a personalized capacity expansion plan.

Your Agency Metrics

Current clients

Hours per client weekly (reporting)

Campaigns managed

Hours per report

Hourly rate ($)

Avg retainer value ($)

Client churn rate (%)

Team members

Team utilization (%)

New leads per month

Lead conversion rate (%)

Client satisfaction (1-10)

Diagnostic Results

Optimized(61/100)

Additional Clients Possible

+15

Worth $540,000 per year

AI Analysis

You're running a solid agency operation with room for optimization. The $711,000 annual opportunity cost is relatively manageable, but represents your growth ceiling without changes. Focus on automating reporting and improving your 15% conversion rate to move into the elite tier.

Spending 2 hours/week per client on reporting

Consumes 1,560 hours/year that could service 15 more clients

10% annual client churn rate

Losing $54,000/year in recurring revenue

Team utilization at only 75%

25% of billable capacity is being wasted

15% lead-to-client conversion rate

Missing 2 potential clients per month

Client satisfaction score of 7/10

Increases churn risk and reduces referral potential

Metric	You	Average	Top 20%	Elite 5%	Status
Hours per Client/Week	2 hrs	2 hrs	0.8 hrs	0.3 hrs	Average
Client Churn Rate	10%	12%	6%	3%	Average
Team Utilization	75%	70%	82%	90%	Average
Lead Conversion	15%	15%	25%	35%	Average
Client Satisfaction	7/10	7/10	8.5/10	9.5/10	Average

Projected losses if nothing changes

30 Days-$59,250

90 Days-$177,750

12 Months-$711,000

Automate Client Reporting

Implement automated dashboards and scheduled reports to eliminate manual report creation.

Free up 1,248 hours/year

Implement Client Health Scoring

Set up automated tracking of engagement metrics to identify at-risk clients early.

Reduce churn by 30-50%, saving $21,600/year

Streamline Sales Process

Use AI-powered lead scoring and automated follow-ups to improve conversion.

Increase conversion to 25%+, adding 2 clients/month

Optimize Resource Allocation

Implement capacity planning tools to balance workloads and maximize billable hours.

Boost utilization to 85%+

Scale with Automation

Deploy AI-assisted campaign management to handle more clients without adding headcount.

Handle +15 clients without hiring

Build Recurring Revenue

Convert project-based work to retainer models for predictable cash flow.

Increase revenue stability by 40%

Fine-Tune Your Operations

You're performing well, but there's still potential to unlock. Let's maximize your efficiency.

Potential recovery: $540,000/month