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Agency Optionality Sprints

If you’re: 

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  • Not clear why you’re building or running your agency.

  • Fiscally illiterate, chaotic, or low-confidence with unstable profit, acts of random fiscal governance, and opaque reporting.

  • Praying for referrals without an intentional strategy or army of people tripping over themselves to send you business.

  • Getting in the way of your team and working all hours.

  • Running an incredibly unsellable asset.

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… you have no optionality. You can’t: 

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  • Get sick.

  • Go non-exec.

  • Go part-time.

  • Or sell.

 

So… you’re chained to something unclear with no finish line and most likely not achieving your fiscal goals.

 
Does that sound about right? 


I’m not beating you up – only showing I get it because I was in all these spots once, too. I didn’t know what an annual budget was my first four years and it took me nine years to let go of sales.

Six-week sprints for agency owners seeking optionality and a better relationship with their agency - you and me for £3,500

The agency optionality sprint curriculum

WK0 - ASSESSMENT

Before we even start I get you to complete an interactive assessment covering all five core themes of the optionality system. This gives me insight on where you're at, prompts you to reflect, and gives us a benchmark for when you retake the assessment post-sprint.

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WK1 - EXISTENTIAL CLARITY
What do you actually want and why are you doing this? Let’s clarify your vision and end-goals, and stomp out any mental blockers.

 

WK2 - FINANCIAL COMMAND
Do you have limited fiscal literacy and confidence, and lack solid annual budgeting, monthly financial reports, and systems? We’ll fix that.

 

WK3 - REFERRALS ON PURPOSE
Do you close referrals at 50%+ because your brilliant work speaks for itself, but suffer dry pipeline patches? Let’s build an army of referring ambassadors with an intentional strategy and system.

 

WK4 - FOUNDER FREEDOM
Is your time lost in the ether while you work too many hours and still do too many things you shouldn’t? Let’s remove you as the bottleneck and get you into your zone of genius.

 

WK5 - EXIT READINESS
Is your agency successful but completely unsellable? I’ll help you surface the five things making your agency unattractive to buyers and we’ll make a plan to solve each. Whether you want to exit or not a buyable agency is a healthy one!

 

WK6 - EXECUTION BLUEPRINT
All five themes of this curriculum will be wrapped up in ONE blueprint mind map with YOUR lightbulb moments and action plans. You will leave the sprint knowing exactly what you need to do to achieve Optionality. 

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BONUS: I support all sprinters with one month of ad-hoc Q&A post-sprint.
 

My agency optionality system & blueprint

The sprint entails the core system and operating philosophy I use to build agency value and create founder optionality–no matter your dream or destination.

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This system is how I grew my own agency to $2 MM / yr net profit before exiting due to a severe health crisis. 

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It’s not coaching, consulting, or a mastermind. My agency founder recalibration program can’t be defined as one thing.

 

It’s equal parts: 
 

  • Education

  • On-demand advisory 

  • Workshopping together

  • Plan-making and real-time action-taking

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I take you on the journey one-to-one. I'm with you from the first step of assessing your present reality to working through all ideas and obstacles to attain your unique blueprint to optionality. 

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With a clear, tangible outcome:

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An execution blueprint to optionality customised to your agency’s growth and health.
 

Why I run this curriculum

I see the five topics chosen (clarity, finance, referrals, freedom, exit readiness), along with the lack of a cohesive blueprint, as consistent barriers to stable growth. 

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They are foundational things you must get right if you desire any future optionality.

 

Plus, they’re areas of particular interest to me in which I have demonstrative excellence in my agency exit story.
 

How the sprints work

Sprint format:

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  • 6 weeks, one-to-one with me.

  • Weekly 60-min workshop session.

  • Weekly educational video before each session.

  • Homework between every session (ongoing development of your blueprint).

  • Ad-hoc advisory support between sessions.

  • Optionality Blueprint mindmap template provided and updated in each session.

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Each weekly 60-min session is:

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  1. The same day and time.

  2. Preceded by a must-watch educational video.

  3. 30-mins exploration: reviewing your assessment, ideation, issue-solving.

  4. 30-mins action: entering tangible action plans in your optionality blueprint mindmap.

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Installing the Agency Optionality System in real time:

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You implement the actions from the previous week in your agency before the next week’s session. Velocity of implementation must match the pace of the sprint or it's all just theory you'll forget.

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And don’t forget, I’m here to support you between sessions. Voice note, call, email me – don’t get stuck or feel alone.

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By week 6 you have a 5-part agency optionality blueprint, with large parts already implemented or in motion, with clearly defined actions and timelines to take your learnings forward and translate them to stable growth and founder optionality.
 

Pricing and Guarantee

Money-Back Guarantee: 

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I know my optionality system works but I want you to have peace of mind.

 

If you complete your initial assessment and attend your first session, but then feel it's not for you, I'll issue a full refund with no argument.

 

Price:

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​​£3,500 upon commencement via Stripe or bank transfer.

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This is a one-time investment in your relationship with your agency and future optionality.

Here's who should apply

I'm highly particular about who I work with. I need to know I can help you and deliver and that we get on.​

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So it's essential I'm able to conduct a mutual fit check before offering you a sprint placement. ​It's equally important you find me personable and qualified to help you!

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You should be: 

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  • An agency founder or owner.

  • Fluent in English (or Scottish).

  • Ambitious - I'm all about growth, but with good foundations and for the right unique-to-you reasons.

  • An action taker - this will not work if you skip half the sessions and don't do your homework.

  • Happy to conduct sessions and interactions during UK business hours.

  • A Taylor Swift fan.

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And you will probably enjoy this if: 

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  • You know you need a little help and structure to break a glass ceiling or get back on track.

  • You lack elite fiscal governance, planning, and reporting knowledge because you're amazing at what you do, not an accountant (nor am I, but I learned the hard way over a long time how to manage a $17 MM/yr agency revenue... plus my business partner is an elite CFO).

  • You're happy to check your ego at the door, learn, and be vulnerable.

  • ​You crave optionality - the ability to pivot to a lifestyle business profitably or to sell for millions. Both are valid, but neither can happen without solving the 5 foundational aspects of agency health and growth my sprint solves for.

  • ​You don't want to commit to an advisor or mentor long-term, but recognise you need help now.

  • You care about getting the perfect lawn as much as I do.

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Here are some examples of who I refuse every month: 

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  • People I don't gel with.

  • People who don't do as they said they would.​

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Don't be daunted:

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I take it as my personal mission to ensure you feel heard, comfortable, and get the end-result you deserve - optionality over your future and relationship with your agency. 

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Specifically, you will end the sprint with: 

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  • Education reinforced by action.

  • A crystal-clear Agency Optionality Blueprint, completed just for you and your agency, to guide you going forward.

  • Countless lightbulb moments and wondering how I've been reading your mind - I guarantee it (quite literally with my money-back guarantee!).

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Apply Below

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