Our audit costs $1,500 flat. The founding rate is $750 for the first 3 agencies. If we find nothing worth more than the fee, we refund it in full. If you ask us to build a fix, the fee is credited toward the build.
Audit pricing varies because the word audit can mean very different things. Here is the honest context for an insurance agency principal.
Often a vendor sales call with a report attached. The report may be useful, but the vendor is usually trying to sell its product.
Industry benchmark estimate for a productized small-business audit. Scope and depth vary a lot.
Industry benchmark estimate for a consulting-firm assessment. Larger teams and broader strategy work can cost more.
$1,500 flat, or $750 for the first 3 agencies. The work has a fixed scope and a written guarantee.
We use your call, lead, quote, renewal, and staff-time data where we can. Each finding shows the math behind it.
We call your published number and submit your website form as a customer would. We also review the handoffs between your systems.
Every number is marked measured, estimated, or benchmarked. You can see what is solid and what needs a closer look.
Each fix ends with a plain choice: build it yourself, hire us, or wait. You keep the plan either way.
An honest audit should disqualify some agencies. This is probably not a fit for a captive agency that cannot change its systems, an agency with fewer than 1 or more than about 25 staff, or an owner who wants validation instead of measurement.
It may also be too early if you do not have enough lead, quote, call, or renewal activity to review. The free 15-minute leak check is a good way to find that out before you pay for a full audit.
We promise to identify at least one revenue leak worth more than the audit fee. We put that promise in writing. If we cannot, we refund the full fee. We do not invent a problem to justify the invoice.
The fee also credits in full toward any build you choose after the audit. The audit does not require you to hire us for the next step.
Yes. The audit is $1,500 flat. The first 3 agencies can use the $750 founding rate.
We refund the fee in full if we do not find at least one leak worth more than the fee.
No. You can build the fix yourself, hire another partner, hire us, or wait. The plan is yours.
We will tell you where to look first and whether a full audit makes sense for your agency.