How healthy is my agency right now?

Score your agency's health in 10 quick questions.

For: Agency owners planning to grow

Agency health score

A 90-second sketch of how your agency is doing

No app rates your agency in 90 seconds. This isn't an audit - it's a sketch. The point is to surface the one area where you've stopped looking, so you can act there first.

+How the score is calculated

Ten questions across five categories: profitability, capacity, sales pipeline, cash, and team + process. Each question is worth 3 points (Yes), 1.5 (Sort of) or 0 (No), for a maximum of 30 raw points - shown as a 0-100 score and five tiny per-category bars.

The next-action card points at your weakest category, because that's the lever with the most slack to take up. Retake every quarter and watch the bar shapes move.

Score

0/ 100

0 of 10 answered

Profitability0 / 6

Capacity0 / 6

Sales pipeline0 / 6

Cash0 / 6

Team + process0 / 6

1.Do you know your net margin this month without running an export?

2.Do your live projects show a current margin number?

3.Do you have a current view of team utilisation?

4.Did nobody on the team work above 50 hours/week in the last month?

5.Do you have 3+ months of pipeline, weighted by close probability?

6.Is your win rate above 25%?

7.Do you have 3+ months of operating cash in the bank?

8.Are 80%+ of invoices paid within 30 days?

9.Has the team handled a client crisis in the last 90 days without you?

10.Are new clients onboarded with a documented checklist?

Nothing leaves your browser. Answers reset on refresh - the point is the conversation it starts, not a saved profile.

How this is calculated

Ten questions span five areas: profitability, capacity, sales pipeline, cash and team. Each answer scores 3 for Yes, 1.5 for Sort of and 0 for No, for a maximum of 30 points shown as a 0 to 100 score.

The questions are drawn from the KPIs professional-services research treats as the markers of a healthy firm, from utilisation and margin to cash runway and retention. The next-action card points at your weakest area, since that is where the most slack sits.

Sources

2026 Professional Services Maturity BenchmarkSPI Research (Service Performance Insight)509 firms, 160+ KPIs. Healthy billable utilisation 70%+, project margin 35%+, revenue leakage under 5%.
High Growth Study 2025Hinge Research InstituteHigh Growth firms grow 4x faster than peers and are 30% more profitable.
The Loyalty Effect (retention economics)Bain & Company, Frederick ReichheldRetention is one of the strongest predictors of professional-services profitability.

Frequently asked

How do I know if my agency is healthy?+

Look across five areas, not one: profitability, capacity, pipeline, cash and team. A shop can look busy and still be fragile if cash runway or margin visibility is weak.

What is a good agency health score?+

On this tool, 75 or above reads as healthy, 50 to 74 as mixed and below 50 as at risk. The shape across categories matters more than the single number.

How often should I check agency health?+

Quarterly is a good rhythm. Retaking the score every three months shows whether the bars are moving in the right direction and which area still needs work.

Which area should I fix first?+

Start with your weakest category, since that is where the most improvement is available. The tool names it for you and gives a single, concrete first step.

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