The planning model
Plan the work before you price the work.
Balance foundation, implementation and ongoing growth before defining an approved scope.
Assess / Strategy
20%
Foundation
40%
Activation
19%
Ongoing Growth
16%
Advanced
5%
One-time / ongoing split
Defined foundation & implementation / continuing growth
Allocation by solution type
Strategy & brand
Web & local
Funnel & CRM
Measurement & governance
Illustrative planning model — not pricing.
See where your agency's growth is getting stuck.
Start with the Insurance Agency Growth Assessment and get a clear view of what to fix now, what to build next, and where to focus later.