Day 1

Module 1 | Focus: Agency audit and reality check

Summary

Every transformation starts with an honest look at where you are. Today you'll conduct a comprehensive audit of your design agency across five critical dimensions: financial health, client mix, service portfolio, operational capacity, and market positioning. No judgment, just data. The goal is clarity, not shame.

Key Lesson

You cannot grow what you do not measure. Most agency owners operate on gut feel alone. The agencies that scale build their decisions on data.

Action Steps

1. List every service you currently offer with prices for each
2. Catalog all active and completed projects from the last 12 months
3. Document your current monthly revenue average and best month
4. List your top 5 clients by revenue and your bottom 5 by profit
5. Write a paragraph describing how you currently position your agency to prospects

Revenue Connection

This audit reveals your most and least profitable services, guiding where to double down and what to eliminate. Most agencies discover 60% of their effort produces only 20% of revenue.

Clozo Academy Proprietary Curriculum — The Design Agency Growth System