Agency Scorecard· Austin & Central Texas
Agency Scorecard
The numbers that say whether your agency is growing, on one page, filling themselves in from the tools you already use.
From $1,500 one-time setup
What it is
An Agency Scorecard is one page with every number that matters, month by month: ad spend, cost per lead, qualified leads, speed to lead, show rate, close rate, average deal, revenue billed, cash collected, refunds and fees, MRR, paying clients, renewals, upsells and LTV:CAC. We connect it to your CRM, invoices, calendar and ad spend so most rows fill themselves. You set a target for each number, and the page shows green when you hit it and red when you don't.
The problem it solves
What you get
- Every key agency number on one page, month by month
- Most rows fill in from your CRM, invoices and calendar
- Targets with a green / red view, so problems jump out
- Cash after refunds, chargebacks and fees, not just revenue
- Built inside your own admin, yours to keep
How it works
Ad Campaign Launch
Sales Letter Funnel
Backend Automation
Qualified Call Booked
Optimize & Scale
We run the same scorecard inside our own admin, filled in live from our CRM, invoices and bookings.
Frequently asked questions
Which numbers fill themselves in?
Whatever your tools already record: usually leads, speed to lead, bookings, close rate, deal size, invoices, payments and subscriptions. A few things nothing records, like chargebacks or upsells, you type once a month in a short form.
Do I need a custom CRM first?
No. We connect to what you already use where it allows it. If your data is scattered across tools that don't share it, a Custom CRM Dashboard is often the cleaner fix, and the scorecard comes built in.
Can I just use a spreadsheet?
Yes. The Agency Scorecard Kit on krisbarnes.org is the same scorecard as a workbook you fill in yourself. This service is for when you want it to update itself.
Ready to put this to work?
Get a free, no-obligation audit and we'll map exactly how Agency Scorecard fits your business.
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