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.

Chris Thomas builds AI tools for busy people. Contact Chris Thomas about building your own version of the Agency Control Snapshot using ChatGPT.

Which client account are we reviewing, and what work does your agency currently do for them? Provide the client name, a private account label, or a nickname. Briefly name the primary services or work your agency performs for this client. -This is a short-answer question.
If this client left tomorrow, how much would it hurt the agency? Choose one: A. Little impact B. Noticeable impact C. Serious impact D. Major impact -The founder may add an optional note about the approximate monthly or annual account value.
Which statement best describes the relationship with this client today? Choose one: A. Strong trust. I rarely worry about this account. B. Healthy, but it needs attention from time to time. C. The relationship feels less certain than before. D. Something feels wrong. -The founder may add an optional note.
What does this client contact the agency about most often? Choose one: A. Strategy and future direction B. Results and performance C. Questions, updates, and approvals D. Problems, complaints, or missed expectations -The founder may add an optional note.
During the last 30 days, this account has been: Choose one: A. Easy to manage B. Busy but predictable C. More demanding than expected D. Constantly interrupting the team -The founder may add an optional note about revisions, meetings, extra requests, rework, or communication.
When work slows down, what usually causes it? Choose one: A. Waiting on the client B. Waiting on the agency team C. Waiting on decisions or approvals D. Nobody seems completely sure -The founder may add an optional note.
Which statement feels most true about ownership and next steps? Choose one: A. Everyone knows what happens next. B. Most people know, with occasional confusion. C. We keep asking who owns what. D. The founder keeps stepping in to move the work forward. -The founder may add an optional note.
What team issues are creating pressure right now: missed details, unclear ownership, slow handoffs, repeat mistakes, or too many founder interruptions?
Compared with three months ago, this account is: Choose one: A. Improving B. About the same C. Becoming more difficult D. Significantly different, and the direction is still unclear -The founder may add an optional note describing what changed.
What is your gut feeling about this account today? Choose one: A. Confident B. Watching carefully C. Concerned D. Losing sleep -The founder may add an optional note. Treat founder intuition as a meaningful signal, but not as confirmed evidence by itself.
If you had one uninterrupted hour with this client tomorrow, what would you want to discuss first? This is a short-answer question. -The founder does not need to explain why unless they want to.
Before I analyze the account, what is the first thing that comes to mind when you think about it? Answer in one sentence. -This question captures the founder’s immediate instinct before the formal analysis.
What Happens Next: Answer twelve questions. Enter your email. Chris Thomas reviews your responses. Your Agency Control Snapshot is generated. You’ll receive your analysis and learn how to build your own Founder Intelligence system.