EXISTING CLIENT GROWTH HEALTH CHECK

Know where you stand.
Know what to do next.

A practical check of the habits behind your client relationships, revenue visibility and growth.

18 questions Personal action plan

YOUR RESULT WILL HELP YOU

See your strengths and the gaps worth addressing

Understand the answers behind each finding

Choose a practical first step for the next 30 days

See an example report
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Happy clients aren’t always
healthy clients.

DAN WILLIS · WILLIS ADVISORY
01A LITTLE CONTEXT

Start with your agency

We’ll use this to make the assessment relevant to you.

Do you have at least one active client?

Your report is private. Marketing is always optional.

No account or sign-in needed. Your progress saves as you go.