Get Your AHA! Moment – The Breakthrough Your Agency Needs

AHA! is a strategic deep-dive to uncover what's holding your agency back—and the personalized roadmap to move forward.

Scroll to learn more about how this program can help you get unstuck

Feeling stuck? You're not alone.

As an agency owner, you’re likely juggling client demands, team challenges, and the pressure to grow—without knowing exactly what's keeping you from the next level.

If you're craving clarity, direction, and a strategy that makes sense, the Agency Health Audit (AHA!) is here to give you the breakthrough you’ve been yearning for.

Stop guessing. Start moving forward with confidence.

Your Personalized Agency Health Audit (AHA!)

What is the Agency Health Audit (AHA!)?

AHA! is a 4–6 week, project-based engagement that delivers a comprehensive, honest assessment of your agency’s health. It’s the perfect first step if you’re not quite ready for ongoing coaching but still want expert insight and direction.

You’ll walk away with:

  1. A complete deep-dive assessment of your agency within my six pillars.

  2. A personalized, actionable roadmap tailored to your unique goals and challenges.

  3. A customized action plan focused on both short- and long-term impact.

  4. The confidence and clarity to make decisive moves for your agency’s future.

Investment: $3,400 (pay-in-full or 2 monthly payments of $1,750)

Future coaching support is available after the AHA! to help you go even deeper and make lasting changes.

Is AHA! Right For You?

AHA! is Ideal for Agency Owners Who…

  • Are overwhelmed but can’t commit to ongoing coaching right now.

  • Execute well but need a trusted outside perspective.

  • Want to kick-start agency improvements without a long-term commitment.

  • Feel stuck in the weeds and are unsure where to focus next.

  • Spend too much time working “in” the business and need to shift to working “on” it.

  • Are looking for a professional “agency audit” before investing deeper.

Whether you’re a leader of a boutique agency or managing a growing creative team, AHA! is the perfect first step to help you gain clarity without a long-term commitment.

What We’ll Uncover Together

We’ll dig deep into the most critical parts of your agency:

Financial Health

Profitability, pricing models, revenue streams, and financial forecasting. Are your margins healthy, and are you charging what you're worth?

Service Delivery & Client Satisfaction

Delivery quality, client onboarding, retention rates, feedback loops, and where service gaps may be affecting your client experience.

Operational Efficiency

Internal processes, delivery workflows, delegation, and bottlenecks. Are you operating like a well-oiled machine or just getting by on hustle?

Client Acquisition & Positioning

Your pipeline, lead generation channels, positioning in the market, ideal client profile, and how well your offerings are aligned to attract the right clients.

Leadership & Team Culture

Leadership alignment, team morale, role clarity, and whether your team is empowered and set up to thrive.

Processes, Systems & Tools

The platforms and tools you’re using (or missing), SOPs, project management systems, and overall tech stack efficiency. Are your systems supporting your growth or slowing you down?

Deep Dive: Financial Performance

Hidden Profit & Cash Flow Leaks – Identify where profit is slipping through the cracks.

Pricing & Profitability Check – Evaluate your margins and optimize your rates.

Expense Analysis – Uncover areas of wasted spend and operational inefficiency.

Financial Clarity Snapshot – A clear breakdown of your revenue and expenses.

Quick Wins – 3–5 specific actions to boost profit fast.

Outcome: A leaner, more profitable agency with financial clarity and momentum.

Your AHA! Process

We’ll follow a clear but flexible 4–6 week process:

  • Step 1: AHA! Kickstart – Schedule your free 30-minute discovery call. We’ll align on your goals, review the AHA! process, and confirm payment. Once paid, you’ll receive your discovery documents.

  • Step 2: Discovery Questionnaire – Complete your discovery documents and submit key agency metrics and financials (within 2–3 weeks). At this point, we’ll schedule your Input Reivew Session Zoom call.

  • Step 3: 1-hour Input Review Session – Once your materials are submitted, we’ll meet for a focused review session to discuss your discovery and identify your key opportunity areas. At this point, we’ll also schedule your results review Zoom call.

  • Step 4: Deep-Dive Audit + Results Review – I’ll conduct a comprehensive audit and develop your personalized AHA! Report. We’ll schedule our next Zoom session where we’ll walk through your full report together and outline your next steps.

    Deliverables Include:

    • A complete agency health audit across financials, operations, positioning, client delivery, and leadership.

    • Short-term, low-hanging fruit action steps you can implement immediately.

    • Long-term strategic recommendations for sustainable agency growth.

    • Tools, templates, and suggested frameworks to support your next moves.

    • A detailed financial review with insights on pricing, margins, profitability, and levers you can pull to make quick adjustments.

  • Step 5: Progress Check-in – Approximately 3-4 weeks after your results review, we’ll schedule a follow-up call to check on your progress, answer any follow-up questions, and help ensure you’re on track to implement your action plan effectively.

Optional: Additional follow-up accountability and support are available to keep the momentum going.

Why AHA! is Different (and Why It Works)

I’ve spent over 25 years inside agencies, from scrappy startups to established firms, in roles ranging from owner and chief bottle washer to creative director and VP of creative services. For the last five years, I’ve coached dozens of agency owners just like you—helping them get unstuck, find their leadership voice, and unlock sustainable growth.

Unlike cookie-cutter diagnostics, the AHA! is highly personal, shaped by my deep understanding of agency life. I know firsthand the pressures and challenges you face, and I’m here to bring the mix of empathy, strategy, and actionable insights that only an industry veteran can deliver.

Your AHA! will deliver:

  • A tailored audit built from real-world agency knowledge.

  • Empathetic, actionable feedback rooted in understanding agency life.

  • Highly personal Zoom sessions where we walk through your results together (three calls in total!).

  • Immediate, low-hanging fruit you can tackle right away—and longer-term initiatives for lasting impact.

This is not theory. This is practical, from-the-trenches advice you can trust.

What Others Have Said…

  • When I work with an agency and recognize their need for outsight from an experienced coach, I immediately connect them with Steve. His experience and insight are second to none.

    – Don Seckler, Peak Inbound Marketing

  • By end of year we will have increased our gross profit by over 50% from the pervious year. Not too bad for covid/ and for my complacent state of mind.

    – Lila Schneider, Let's Be Media

  • I've struggled to find coaches that know the agency world and agency challenges, and Steve and the Sounding Board group have been fantastic. It is truly a community that welcomes you, knows what you're experiencing, and can help you make decisions that better your business.

    – John Himics, First Ascent Design

  • Steve genuinely cares about the health and well-being of your business and you as a person. He has been a tremendous help with everything from getting crystal clear on my profit margins to developing powerful talks for my speaking engagements. Thanks to Steve, I feel like I have stronger insight into my business and better tools for growth in the coming year.

    – Anne Popolizio, Social Squib

  • Having a place to talk with Steve and the other experienced business owners allowed me to relax and take action with a select number of tactics and targeted approaches. These are now the effective habits that I will carry into the future. I am grateful for what I have learned from Steve and the regular meetings with a great group of business owners.

    – Bill Milnazik, Axis Visual

  • Steve's insights, combined with his genuine eagerness to share and learn, have been nothing short of transformative. Engaging with him and absorbing his expertise on agency operations has truly catalyzed my perspective on running Grayson Sky. I highly recommend any interaction with him – it's a chance to evolve, inspire, and be inspired.

    – Peter Mastrogiacomo, Grayson Sky

AHA! FAQs

  • Typically, about 4-6 weeks depending on your schedule and availability for review sessions and my current client demand. But once you sign up, we’ll nail down the timeline so there are no delays or surprises.

  • Most audits are generic, surface-level checklists. AHA! blends deep operational insights with my 25+ years of agency experience and a hands-on approach to create a customized and actionable growth plan specific for YOUR agency. As with all of my coaching, this is NOT a cookie-cutter plan.

  • We’ll have a follow-up call to check on your progress. If you want continued support, we can discuss coaching options that align with your goals.

  • AHA! is designed for agencies of all sizes. Whether you’re a boutique team or managing a larger operation, this audit scales to fit your unique context.

  • While results depend on your agency’s willingness to implement changes, I guarantee that you will leave with clear, actionable insights and a detailed roadmap to move your agency forward.

Have more questions, drop me a line and I’ll happily answer any question you have about your AHA! moment.

Kickstart Your AHA! Moment

Use the form below to schedule your free 30-minute AHA! discovery call to get the ball rolling.

Maybe You’re Into the Group Thing?

There is strength in numbers.