Developing a deep understanding of you
Services
Every agency is different and so is the way I work. There’s no one-size-fits-all coaching model here - just a practical, collaborative approach designed to help you move forward with confidence. Whether you’re trying to break through a growth ceiling, step back from day-to-day operations, or plan for an exit, we focus on the decisions that matter most.
Step 1: Diagnose
The Agency Health check and discovery
We start by getting a clear picture of where your agency is today and also where you want to be in the future. Using my Agency Health Check, we’ll look at key areas like clients, finance, sales, marketing, team, and operations to identify what’s working, what’s holding you back, and where to focus first.
This process helps cut through the noise and prioritise what will make the biggest difference - so we can move quickly on the things that matter most.
Step 2: Strategise
Board-style sessions that focus on what matters
We’ll meet typically once a month, face-to-face or virtually for a structured board-style session.
We’ll review business performance and dive into the most pressing priorities, which often include:
Client challenges
Retaining and growing clients and pricing work properly.
New business pipeline
Ensuring consistent, high-value work is coming in.
Financial strategy
Setting KPIs and improving profitability, margins and cash flow.
Marketing & positioning
Ensuring your agency stands out in the right way.
Operations & leadership
Structuring the business so it runs smoothly without being over-reliant on you.
Each session is tailored to your agency’s current needs, helping you make confident, well-informed decisions whilst having an experienced sounding board to support you and hold you to account.
Step 3: Implement
Practical workshops and action plans
Following the board session, we typically focus on one or two key challenges or opportunities such as improving profitability, refining positioning, strengthening leadership, or preparing for exit.
We create a 3 Year Plan with quarterly goals and monthly actions - so you and your team know exactly what needs to happen next.
And if you need additional expertise in a specific area I can bring in a trusted network of FDs, leadership trainers, and operational consultants to provide the right support at the right time.
Ways of working
Based on your capacity and budget, and how quickly you want to achieve your goals, I work with you on your terms.
Initial one month trial
Our first meeting is a trial for us both to see if we have good chemistry and you can benefit from my experience, tools and techniques.
Monthly meetings
We’ll typically meet monthly to ensure you work ‘ON’ the business and focus your attention on the bigger goals.
In-person and online
Depending on your level of involvement and geography, we meet face to face or virtually.
Workshops and coaching tools
I have a host of business coaching tools that will help drive your business forwards and keep you on track, always making progress.
Rolling 3-month contracts
If we decide to continue working together after our initial meeting there are no long term contracts, just a 3 month rolling agreement so we both commit to the process and each other.
Success stories
