Agency Readiness Scorecard

Start The Assessment

How It Works – Step by Step

1. Enter Business Context: answer questions about goals, systems, KPIs, and processes.
2. Run the Assessment: the app evaluates your inputs across five categories.
3. Get a Readiness Score: view your overall preparedness out of 100
4. Review Category Scores: see how you performed in strategy, systems, funnel, KPIs, and evaluation
5. Apply Your Action Plan: follow tailored recommendations to improve agency collaboration.

Understanding Your Results

The output includes:

• Overall Readiness Score: A 0–100 rating with labels like “Getting Started,” “Getting Closer,” or “Ready”.
• Category Breakdown: Scores across strategy, internal systems, KPIs, funnel, and agency evaluation.
• Personalized Action Plan: Prioritized steps to strengthen weak areas
• Verdict: Guidance on whether to hire now or refine first.

How to Use Your Analysis

• Document Measurable Goals: Replace vague outcomes with clear metrics like CAC, ROAS, or revenue targets.
• Set Up CRM Systems: Ensure lead tracking is consistent before scaling campaigns.
• Define KPIs: Focus on primary business KPIs and secondary channel metrics.
• Create Lead Magnets: Provide low-barrier entry points to attract and nurture prospects.
• Automate Follow-Ups: Build multi-step sequences to convert leads systematically.

When to Use This App

• Before engaging a new agency.
• During budget planning for marketing partnerships.
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• To identify gaps in readiness before scaling campaigns.
• For internal audits of marketing operations.
• When presenting marketing maturity to leadership teams.

Agency Readiness Benchmarks 2025

Note: Businesses scoring above 80/100 are generally ready to maximize agency ROI. Those below 70 should strengthen their foundations before making a hiring decision.

Practical Examples

Example 1 – Getting Closer

• Score: 67/100
• Interpretation: Business has a strong strategy but a weak funnel and KPIs. The action plan includes defining metrics, adding CRM, and building follow-ups.

Example 2 – Ready to Hire

• Score: 85/100
• Interpretation: Solid systems and KPIs in place. Business is prepared to scale with an agency. The next step is to focus on performance optimization.

Example 3 – Not Ready Yet

• Score: 45/100
• Interpretation: Strategy unclear and systems missing. Businesses should fix the basics before committing budget to an agency.

Growth Tips and Business Impact

• Align Strategy First: Without clear goals, even the best agencies will struggle to deliver.
• Strengthen Systems: Ensure websites, CRMs, and sales processes are optimized.
• Define KPIs Clearly: Align agency reporting with business outcomes.
• Test Funnel Readiness: Capture and nurture leads effectively before scaling spend.
• Evaluate Agencies Smartly: Ask the right questions and watch for red flags.

Business Impact: Companies using this scorecard avoid wasted spend, select the right agency partners, and achieve faster ROI through structured readiness.