Meet with agency leadership and key team members to understand how your current technology, processes, and people interact. We’ll explore your pain points, tech frustrations, and workflow gaps, and identify where misalignment may be holding you back from scale.

We take a deep dive into your core platforms: AMS, CRM, communication tools, automation layers, and evaluate how well they’re being used. This includes an assessment of integration strength, feature utilization, user adoption, and any redundancies or missed opportunities. We’ll use this to build your TechOps Scorecard and identify your agency’s highest-leverage areas for improvement.

Behind the scenes, we get to work analyzing your systems, documenting key findings, and building your custom TechOps Scorecard. We prioritize areas of opportunity based on effort and impact, laying the groundwork for a clear and actionable optimization plan.

You’ll receive a detailed roadmap outlining recommended changes. This includes platform-specific optimizations, workflow improvements, SOP guidance, and accountability recommendations. Everything is documented and packaged so your team knows exactly what to implement and how.