Agency Key Performance Indicators

Agency Blueprint Course

Learn how to move with intent, track everything you do, analyze it, learn from it, and get better with every action you take.




  • Learn how to properly use clear cut data to track your success
  • Focus your money, time, and energy on what working, and stop throwing money away on what's not
  • Reach the peak of efficiency and effectiveness with true clarity on where your money is going and coming from
  • Use hard data to actually learn from your mistakes so you can avoid repeating them in the future
  • Get focus, clarity, and a fulcrum point to launch your agency into explosive growth!
  • Lifetime access to all videos, tools, and resources, including...
  • 18 (and counting!) plug-and-play spreadsheets, 
  • your own Performance indicators Homework Guide, 
  • and a Top 50 Performance Indicators Checklist to get you started.

Agency Key Performance Indicators

I developed the agency performance indicators course to tell you everything you need to know when it comes to measuring your agency’s growth and success. We’ve narrowed it down to three easy categories that work specifically for digital marketing agencies. This way you don’t have to waste your precious time guessing. 

You’ll hear me and others say, “If it’s not being tracked, it’s not happening.”

This means that if you don’t know what to attribute your success to, you can’t repeat it. Which means it essentially your success means nothing to you or to your agency because it won’t ever be a long-term solution. KPIs are in place to teach you what works best for your agency – increasing both your efficiency and your effectiveness overall. Meaning less money in the trash, and more left over for you, the agency owner.


In this course, 

we cover:

  • TRACKING YOUR EXPENSES
    You must know where every penny is going by diligently recording everything you spend your money on. This will allow you to cut an estimated 5-10% off of your expenses. With a detailed record of your expenses, you’ll be able to see what’s really important and what isn’t.  

  • TRACKING YOUR REVENUE
    This doesn’t refer to how much money came into the bank account at the end of each month. This means knowing where the money came from, how it got there, and how you can get more of it from the same or a similar well. You need to know how much came from residual income, project work, referral fees and pass through project work.

  • TRACKING CUSTOMER ACQUISITION COST
    Try not to think of this as an expense. Instead, CAC refers to finding leads, closing those leads, and then creating paying customers. This should be at the top of the list if you’re thinking of scaling or selling your agency. Your success will be determined by how much it costs you to get business in the door. This is much more detailed than simply throwing it in as a line item under the expenses category.

  • DEVELOPING KPIs
    Define the systems and processes involved; automate whatever you can; develop a meeting and reporting rhythm to hold your staff accountable; and acknowledge, define, and plan for your challenges in advance so you can overcome them before they arise.

  • MANAGING KPIs
    Develop scorecards for employees as well as your agency as a whole, assign ownership of those KPIs for your employees and relinquish control, and most importantly, praise and celebrate when you notice improvement!

  • BUSINESS INTELLIGENCE
    Get real-time KPIs in place by syncing your tracking spreadsheets with your Customer Relationship Management system. Track your progress biweekly, monthly, and annually in real time so you can adjust as necessary.

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Chris is glad he made the decision, and you will be too!

"With Lee's guidance, we've made changes that increased sales, production, overall employee happiness AND simplified my own position!"

Chris Williams, CEO/Founder -
WideNet Consulting


Just In Case You Still Have Questions....

  • HOW LONG UNTIL I SEE RESULTS?

    In most cases, if you dive into the course and follow our homework guide, you will see results immediately. That is also one of the amazing things about courses in the Agency Blueprint... They are intended to support you through all phases of building an agency, so it will be there to answer all of your questions as you grow and scale your agency, which is why we've given lifetime access.

  • WILL IT WORK FOR MY AGENCY’S BUSINESS MODEL? 

    YES, it has worked for different models all over the US and it will work for yours. It has worked for startups and medium-sized agencies. It works for all types of agencies as well: Creative, Advertising, Development, Social Media and Media Buying agencies. The principles behind courses in the Agency Blueprint are timeless not limited to a specific agency model.

  • HOW DO I “CONSUME” THE COURSE? 

    Everything is digital; you take it at your own pace, whenever and wherever you want. We designed courses within the Agency Blueprint to be viewed on all devices and in a "micro content" format, meaning it's broken up into small bite size modules that allow you to get specific answers to specific questions, and get those answers in 5 minutes or less in most cases.

  • HOW LONG DO I HAVE BEFORE MY COURSE ACCESS EXPIRES? 

    With your purchase, you have lifetime access. With lifetime access, you will get ALL future course and module updates for FREE. We update all content and put out new programs routinely. We Grow With You as You Grow. We mean it when we say we are in business to do one thing; and that is to serve you.

  • IS THIS JUST A BUNCH OF LOUSY LECTURE VIDEOS TELLING ME WHAT TO DO? 

    HELL NO, In addition to our lecture videos (which we think are awesome!), each lesson comes with a printable workbook that allows you and I to work side by side as we go through the videos. NOT ONLY did we create custom workbooks, we created real world tools that you get full access to immediately. These tools include things like customizable templates, lists of examples, and much more.

    Not only that... So often, we all read articles and case studies we learn a lot from, but we don’t know how to process it or apply it to our daily lives. Which is why we thought through homework and actionable steps to catalyst the process of getting started after almost every module in each program, so you can take what you’ve learned and make it mean something.

  • WHAT IS THE LEVEL OF RISK? DO YOU HAVE A MONEY BACK GUARANTEE? 

    There is NO level of risk. We are so confident in our program that we offer you a BETTER THAN DOUBLE money back guarantee. We know that you will more than double what you pay for this program in revenue easily, so we put our money where our mouth is. If you don’t get at least double what you spend on any course in our Agency Blueprint back within 90 days of your purchase, we will work with you one on one until you do! We are THAT serious about your success!


We have a double your money back guarantee, again making  the decision easy to get the tools and education required to grow and scale your agency. 

If after the first 90 days of being in the Key Performance Indicators course, you have not received AT LEAST TWICE  your investment price in either saved labor, revenue or knowledge we will work with you one on one until you do. 

If you happen to be the first person ever that has not gotten at least double their money back, we will NO QUESTIONS ASKED give you double your money back. 

We Put Our Money Where Our Mouth Is!!!!