Tools & Templates
Leadership Pitfalls Checklist
Are your managers falling into these traps?
- Spot unclear targets and missing implementation plans
- Address underperformance before it drags down the team
- Shift focus from excuses to action and results
Exit Readiness Checklist
Is your agency really built to sell?
- Test your financial stability in minutes
- Check if your operations run without you
- See if your agency would attract buyers
Statement of Works Checklist
Is your agency ready to move beyond contingency?
- Define your SoW proposition & ideal clients
- Price on value, not just time
- Put the right processes behind delivery
Retained Work Guide
Are you securing enough retained business in 2025?
- Learn how to position retained search with clients
- Handle the most common objections with confidence
- Build trust through milestones and delivery proof
Weekly Agency Performance Tracker
Are you tracking the numbers that protect profit before it’s too late?
- Client penetration: fill more of each client’s roles
- Margin trends: spot early signs of erosion
- Time to fill: flag delivery risks sooner