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SERVICES

Start small. Fix what matters.Keep it running.

Every engagement starts with the Scan, then Unstuck fixes your biggest leak. On Track is optional, for agencies that want it kept running as they grow. Your Scan fee is credited toward Unstuck.

STEP 01 · DIAGNOSE

Agency Scan

Find out exactly where clients slip and where your time goes.

A focused diagnostic of your client journey, from signed contract to renewal. We find the points where good clients are most likely to slip, show you what each one costs, and tell you what to fix first.

Timeline 1 week Fixed fee $299 Remote, inside your tools
Book a call to start your Scan
LEAK REPORT ILLUSTRATIVE
1Access delays at onboarding
2Kickoff promises with no owner
3No update rhythm after month two

This is for you if

  • You’ve lost a client this year and still aren’t fully sure why
  • Onboarding takes longer than it should, and it looks different every time
  • You’re the one who notices when a client is unhappy
  • You know something’s off but not what to fix first

What you get

  • Client journey map. Every step from signed contract to renewal, with the weak points marked.
  • Leak report. Each point where clients are likely to slip, ranked by what it’s costing you.
  • Founder time check. Where your hours go each week, and which of them shouldn’t be yours.
  • Fix-first plan. Your top three fixes, in order, with what each one involves.
  • Walkthrough call. We take you through everything and answer your questions.

How it runs

  1. 01
    Kickoff

    A call to understand how clients move through your agency today.

  2. 02
    Look inside

    With your permission, access to your project tool, CRM and a few client threads, plus short chats with one or two people who handle clients.

  3. 03
    Findings

    We map the journey, find the leaks and rank them.

  4. 04
    Walkthrough

    You get the report and a call to go through it together.

What we need from you

  • About 2 hours with your point person (you, a PM or a VA) to walk us through how a client moves from start to finish
  • Access to your tools, so we see how work really happens
  • 30 minutes with one or two people on your team who handle clients

What happens after

Every engagement starts here. The plan is yours whether you continue or not. If you want us to fix the top leak, move into Agency Unstuck within 14 days and your Scan fee is credited.

STEP 02 · FIX CORE OFFER

Agency Unstuck

Six weeks to build the fix for your biggest leak. Then two weeks of support while your team takes it over.

We take the one workflow that’s costing you the most and rebuild it inside the tools your team already uses. Then we hand it over so it runs without you watching it.

6-week build + 2-week support $2,500 One core workflow
Talk about Unstuck
8-WEEK SPRINT ILLUSTRATIVE

This is for you if

  • Your Scan has shown where clients are slipping, and you want it fixed, not just written down
  • You’ve tried SOPs before and nobody followed them
  • You want something your team runs, not another hire

What you get

  • The rebuilt system, live in your tools
  • Clear owners and checkpoints for every step
  • Short guides your team will actually open
  • A team walkthrough at handoff
  • A before-and-after summary, so you can see what changed

One core workflow, fixed properly.

The Scan shows where things are breaking. Each sprint fixes one workflow, the one that’s costing you the most. For example:

01

Client onboarding

Sale to kickoff to first deliverable, without clients waiting on a chase.

Sales handoffIntakeKickoff
02

Service delivery

A department like SEO, Google Ads or web development where work gets delayed, bloated or dropped between people.

SEOPaid adsWeb devHandoffs
03

Client communication

Updates, reporting and check-ins that clients don’t have to ask for.

UpdatesReportingCheck-ins
04

Offboarding and renewals

How clients leave or stay, handled on purpose instead of by accident.

RenewalsOffboardingReviews

Built to the CORE standard

Whichever workflow we fix, it gets all four.

Commitments
Every promise tracked with an owner and a date
Onboarding
A clear start into the workflow, with nothing waiting on access
Rhythm
Regular updates so nobody has to ask where things are
Early warning
Slipping work and quiet clients flagged in time
HOW IT RUNS

Six weeks to build it. Two weeks of support while your team takes it over.

  1. BUILD · 01

    Find it

    We start from your Scan’s fix-first plan and confirm the one leak worth fixing first, based on how clients actually move through your agency.

  2. BUILD · 02

    Redesign

    A simpler way for the work to flow, with clear owners and checkpoints. You see and approve the plan and the flow before anything gets built.

  3. BUILD · 03

    Build

    Built into the tools your team already uses. No new platform to learn.

  4. SUPPORT · WEEKS 7–8

    Hand off and support

    Your team runs it while we stay on hand for questions and adjustments. You get a one-page view of what changed and how to keep it running.

What we need from you

  • One point person who knows the day-to-day (a PM or VA works), for a few hours a week
  • Full access to the tools the system runs in
  • Your sign-off on the plan before we build, and you at the handoff

What happens after

Your team owns it. If you want us watching it every week and keeping your team accountable to it, that’s what Agency On Track is for.

STEP 03 · KEEP

Agency On Track

Your systems, watched and kept working, like having an ops lead in your corner.

Systems drift. New hires, new services and new clients slowly bend them out of shape. On Track checks your systems every week, keeps your team accountable to them, and fixes small problems before clients feel them. Available once your Unstuck build is complete.

Monthly $750/month Cancel anytime
Ask about On Track
CLIENT HEALTH · THIS MONTH ILLUSTRATIVE
AClient AON TRACK
BClient BON TRACK
CClient CCooling off · plan agreed
DClient DON TRACK

This is for you if

  • You’ve finished Unstuck and want it to stay fixed
  • You’re hiring, adding services or taking on more clients
  • You want someone checking every week that deadlines are met and nothing is slipping

What you get

  • EVERY WEEK
  • Systems check. Missed deadlines, tasks falling through the cracks, broken automations and clients going quiet.
  • Flagged early. Anything slipping goes to your point person so it’s handled before it becomes a problem.
  • EVERY MONTH
  • Small fixes, included. Tweaks and updates as your agency changes, at no extra cost.
  • Monthly summary. What’s working and what’s slipping.
  • EVERY QUARTER
  • Full systems review. If something needs fixing, we fix it. If everything’s running well, we leave it alone.

What it isn’t

A rebuild, or someone sitting in your meetings. Bigger changes or new systems are scoped separately.

COMPARE

Compare the three.

Feature Agency Scan Agency Unstuck CORE Agency On Track
WHAT IT IS A diagnostic of your client journey A 6-week build, then 2 weeks of support Weekly checks, monthly fixes, quarterly review
TIMELINE 1 week 8 weeks (6 build + 2 support) Monthly, cancel anytime
REQUIRED? Yes, always first Yes, after the Scan Optional, after Unstuck
PRICE $299, fixed $2,500 $750/month
WHAT YOU WALK AWAY WITH A ranked leak report and a fix-first plan One rebuilt workflow your team runs Systems kept working, and a team held accountable to them
BEST WHEN You need to know what to fix first Your Scan shows what to fix You want it to stay fixed

Every engagement starts with the Scan. Move into Agency Unstuck within 14 days and the Scan fee is credited.

QUESTIONS

Fair questions.

AGENCY SCAN

No. It’s the required first step, because we don’t build on guesses. You get a full plan you can hand to your own team, and if you go ahead with Unstuck, the fee is credited.

Then you’ll know, and we’ll tell you plainly. That’s worth knowing too.

We need access to your internal tools, only with your permission. Nothing changes during the Scan, and we never contact your clients.
AGENCY UNSTUCK

Yes. Every engagement starts with the Scan, so we fix the right thing first. If you go ahead with Unstuck, your Scan fee is credited toward it.

One per sprint, on purpose. Fixing one thing properly beats half-fixing four. You can run another sprint after.

We build around live delivery and roll changes out in stages, so clients don’t feel the switch. Nothing gets built until you’ve approved the plan and the flow.

Your team owns it. If you want us checking it every week and keeping your team accountable to it, that’s what Agency On Track is for. No pressure either way.
AGENCY ON TRACK

Yes. On Track looks after systems we’ve built together, so it’s available once your Unstuck build is complete.

Yes. On Track is month to month, so you can stop anytime.

Find out where clients are slipping before they do.

It’s a 30-minute call. We’ll look at how clients move through your agency and where you’re still the safety net. You’ll leave with at least one thing worth fixing, whether we work together or not.

Book your 30-minute call

No pitch deck. If we can’t help, we’ll say so.