Agency GPS

A Global Performance Study examines every aspect of your business to help your agency determine where you are today and how to get where you want to be tomorrow.


Do you have a complete understanding of your agency’s performance today? Are you certain of where you want to go — and how to get there?

If you’re like most agency owners, you know there’s a lot you don’t know.

An independent perspective from an experienced outsider can help improve your results.

The Agency GPS looks at every aspect of your agency, from vision to execution. It seeks to align your personal and business goals with the path your agency pursues.


Each Agency GPS engagement is customized for the specific needs of the client, but typically includes:

  • Financial review
  • SWOT analysis
  • Market positioning
  • Talent evaluation and planning
  • Risk assessment
  • Process development
  • Business growth plans
  • HR/IT/Finance solutions


The Agency GPS is a highly interactive process. We will get to know each other quickly by sharing a lot of information.

Some of the questions will make you squirm. We drive straight to the point to find out what your goals are (both personal and professional) and how to shape your agency to meet them.

We don’t come in with a preconceived notion or a set formula for you to adopt. Agencies are not fast-food franchises. Each one is different.

The work we will do together will bring out the answers that are already there — we just help you find them based on our experience. We use the wisdom of success and the lessons of failure to help you achieve your objectives.


Preparation Phase: Prior to an on-site visit or in-depth video calls, the agency will provide requested background materials and complete a questionnaire designed to customize the agenda.

Exploration Meetings: Over the course of two days OR three video calls, meetings will be conducted with principals and employees to review financial performance, market positioning, operational issues, and more.

Results Phase: Following the in-depth review, a summary of findings and recommendations will be prepared and presented to the agency principals.


A typical Agency GPS engagement unfolds this way:

  • We start with a 60-minute planning call to begin to learn about your agency and any specific areas of concern. (2-3 weeks before audit)
  • We provide details of requested pre-meeting materials. (2 weeks before audit)
  • You provide us with the background information required. (1 week before audit)
  • We provide you with a final meeting agenda based on the planning call and materials. (3 days before audit begins)
  • We spend 2 full days on-site with you and your team OR conduct 3 in-depth video calls of 90-minutes to 2 hours in length.
  • You provide requested follow-up information based on the in-depth meetings. (1 week after audit)
  • We provide a written summary of observations and recommendations that we review in an online meeting with you. (2 weeks after audit)
  • For 60 days following the completion of the project, we will continue to answer quick questions via email and hold up to 3 additional calls to discuss our findings.


The Agency GPS process is led by Chip Griffin and is based on decades of experience running his own businesses and serving in c-level leadership roles for global agencies.

On occasion, additional experts with specialized knowledge may be engaged in the process if the initial needs assessment identifies such a requirement.

Who is this for?

The standard Agency GPS solution works best for agencies that meet the following criteria:

  • between 3 and 50 team members
  • at least $500,000 in annual revenue
  • owner(s) actively engaged in the business on a daily basis

We can develop appropriate packages for other agencies, but the Agency GPS process is designed with that sweet spot in mind.



  • Pre-audit planning call
  • Customized agenda
  • 3 virtual work sessions
  • 1-on-1 with key team members
  • Written report and discussion
  • 60 days of email/phone follow-up


  • Pre-visit planning call
  • Customized agenda
  • 2 days at your office
  • 1-on-1 with key team members
  • Written report and discussion
  • 60 days of email/phone follow-up

Because that market constantly evolves and we believe the best value comes from a regular review of your agency business, there is a 30% discount for clients who have completed our Agency GPS process within the past 24 months.