GREEN LIGHT BLUE SKY

Almost AGI? Book

Agency Control Snapshot

These questions help turn scattered information from your inbox, Slack, project notes, client updates, financial records, and founder memory into a clear Agency Control Snapshot using ChatGPT.

The goal is to identify what needs attention across client accounts, margins, follow-up, delivery, team visibility, and revenue opportunities before small gaps become expensive.

If you do not have enough information to answer a question, say what is missing and where it may be found, such as Gmail, Slack, your CRM, project-management tools, meeting notes, invoices, time tracking, or client reports.

Contact Chris Thomas to help make your own version of the Agency Control Snapshot.

What type of agency do you run, and what services do you provide?
What is your current monthly revenue range?
How many active clients or accounts are you managing right now?
Where are you still personally involved because you do not fully trust the process, team, or visibility?
Which client accounts feel most at risk right now, and why?
Where do you suspect time, scope, revisions, team confusion, or client demands are eating into profit?
Where do things commonly fall through the cracks: sales follow-up, client updates, internal tasks, approvals, reporting, or renewals?
What team issues are creating pressure right now: missed details, unclear ownership, slow handoffs, repeat mistakes, or too many founder interruptions?
Where does the agency sometimes feel reactive instead of controlled?
What tools are you using now? Examples: Slack, Gmail, Google Drive, ClickUp, Asana, Notion, Canva, AgencyAnalytics, HubSpot, HighLevel, spreadsheets, or others.
What can you share for the snapshot? Examples: Slack notes, client concerns, delivery updates, call notes, task lists, reports, emails, or founder observations.
What would be most valuable to see clearly in the next few days?