There are 5 key pillars that great businesses excel in, over and above their competition. Engagements with OTTESU work across all 5 of these pillars, allowing our clients to progress into truly great 5-star agencies.
The anatomy of a 5-star agency
Great agencies all have great supporting systems that work in the background. Dedication to always improving what goes on behind-the-scenes is what allows an agency that delivers ‘good’ to become an agency that consistently delivers ‘great’.
Strategy

- I know what I want the agency to be.
- I know how I’m going to get there.
- I regularly check in on how I’m progressing against predetermined markers.
Finance and Profitability

- I understand what my key profit drivers are.
- I use a viable pricing model and regularly reassess how I price.
- I have a strong financial team and regularly review key indicators of financial performance.
- We create budgets and keep them updated.
Growth

- I have a growth strategy for the agency.
- I understand how I win new clients and proactively grow existing ones.
- My agency is set up with the ability to scale with growth (technology, systems, processes).
P&C and Work Management

- I have a good real-time understanding of workload and capacity in the agency.
- My team knows what they should be working on, and what others are working on, at any given time.
- I have a great EVP and recruitment pipeline.
- I can reliably and quickly onboard and bring new hires up to speed.
Governance

- I have a board/advisory board I regularly meet with.
- My team delivers regular reporting to me on agency performance.
- The business is set up with the end in mind (eg sale/succession).
- I can focus on the work I want to focus on and take holidays.
Maybe you’re already nailing all of this. Or maybe you can see some room for improvement. OTTESU can work with you to map out exactly what ‘better’ could look like, and how you can get your agency working harder for you.
Our process
Every agency has its own unique way of doing things. These ways of working create opportunities and risks as unique as agencies themselves.
Find out how we work with you to identify the next steps of your agency journey.
Engagement models
We’ve crafted a range of engagement models to suit agencies at every stage of the lifecycle. From arms-length advisory, through to sitting in the desk beside you.
Find out more about how we might be able to collaborate on your agency’s success.