Growth Audit & Roadmap

Margins are flat or shrinking, growth is stalling, and delivery feels reactive. The team’s stretched, and behind the scenes, things feel chaotic and unclear.

You’re making it work, but it’s taking a toll. And without space to step back, it’s hard to see what’s really getting in the way - let alone how to fix it.

The Growth Audit & Roadmap gives you the clarity and direction you’ve been missing. It’s a focused, practical review of your agency’s operations, people and finances - designed to uncover hidden inefficiencies, recover margin, and strengthen your foundations.

Alongside operational best practice, we’ll also identify where automation can free capacity, reduce waste, and give you more space to grow - with AI considered where it adds real value. And if you need support putting the plan into action, I can stay involved to help your team implement change effectively while keeping business running as usual.

What you’ll gain

• A clear, honest view of where profit is being lost - and how to recover it
• Confidence to scale sustainably - not reactively
• A roadmap tailored to your agency, not a generic template
• Practical next steps to increase margin, streamline delivery, and maximise value
• Opportunities to use automation - including AI where it supports efficiency - to save time, reduce costs, and ease team pressure
• Space to lead - not just deliver
• Optional implementation support to help you put the plan into action without overloading your team

Why it works

This isn’t just an audit. It’s a targeted operational deep-dive built specifically for creative agencies.

With over 25 years of experience, I know what healthy, scalable agencies look like - and how to get yours there. I’ll cut through the complexity and pinpoint the structural fixes that drive better performance, stronger margins, and free you up to focus on growth.

Because every agency is different, the roadmap flexes to your needs. For some, that means a strong focus on automation to release hidden margin. For others, it’s more about people, leadership or financial structure. Either way, you’ll get a clear, actionable plan that reflects your priorities.

What’s included

The Growth Audit & Roadmap explores four key pillars that shape your agency’s performance and profitability - giving you a practical, structured view of what’s working, what’s not, and where to focus next.

• Leadership
  ‍Assessment covers how you lead - from communication and delegation to time management, team alignment and decision-making. The aim is to help you operate at the right level, not get stuck in the weeds.

• Financial Management
  ‍Assess how money flows through your agency - from revenue and pricing to project profitability and resource use - to identify where margin is leaking and how to strengthen financial performance.

• People
  Review team structure, capability, and culture. This spans role clarity, onboarding, feedback, development, and succession planning - ensuring your agency has the right people in the right roles, with the support they need to perform at their best.

• Process
  Analysis of how work moves through the agency - from project planning and workflow design to resource management, budgeting and the tech stack. Inefficiencies, overlaps and blockers are flagged, alongside automation opportunities to streamline workflow, cut repetitive tasks and strengthen consistency, with AI considered where it enhances efficiency.

How it works

1. Discovery
A deep-dive into your agency’s challenges, goals and context.

2. Evaluation
Assessment across the four pillars to uncover what’s working, what’s holding you back, and where margin is being lost.

‍3. Roadmap
A tailored report outlining your key barriers, quick wins, automation and AI opportunities, and strategic priorities - with the flexibility to focus on what will make the biggest impact for you.‍

4. Implementation Support
Once the roadmap is complete, I don’t just leave you with a plan - I can also help you put it into action.

Implementation support is an optional, additional service, but in reality, it’s often the difference between good intentions and lasting change. Most agency teams simply don’t have the capacity to manage transformation alongside day-to-day delivery - and that’s where I can help.

We’ll agree the most effective and affordable way for me to support your team, whether that’s through my Ops on Demand service, a fractional operations role, or a retained arrangement. The goal is to make implementation achievable without overloading your team or budget, ensuring the roadmap delivers real, measurable results.

Who it’s for

This service is for Founders, CEOs, MDs and Ops Leaders in creative agencies who:

• Are growing, but profit isn’t keeping up
• Feel stretched across delivery, hiring and decision-making
• Suspect internal complexity is costing time and money
• Want to scale - but only if it’s sustainable
• Are preparing for exit, and want clean systems and strong margins

‍‍Why me?

I’ve helped creative agencies boost margins by 5–10% - not by throwing everything out, but by focusing on the operational changes that really make a difference.

With over 25 years in the industry, I’ve scaled agency operations to $50 million in revenue, leading to a successful WPP acquisition. I understand what it takes to build a profitable, high-value agency - and how to balance operational rigour with creative excellence.

Alongside this, I help agencies implement automation that saves time and protects margin - drawing on AI where it strengthens efficiency or insight. You’ll get clear, tailored advice based on what actually works - not a one-size-fits-all report, and not a set of recommendations you can’t act on.

“Manish was brought on board to help us scale, and he quickly got to the heart of our challenges.

He implemented a thorough agency audit, making the time to speak to every employee, and involving all key stakeholders, which was completed in weeks (not months).

This process in itself generated a positive buzz amongst the agency, thanks to his unique friendly, inclusive, business-therapist style.

The resulting recommendations and actions have immediately improved not just our operations and profit margin, but our company culture too.

We couldn’t recommend him more highly but would prefer to keep him a secret for ourselves.”

Daniel Glover - Co-founder at The Academy

Free growth strategy call

Not sure if this is the right fit? Let’s talk first.

We’ll have a focused 30-minute call to look at:

• What’s happening in your agency right now
• Where support could create the most impact
• Whether the Growth Audit is the right next step

No pressure, no sales pitch - just honest advice and a fresh perspective. Even if you don’t move forward, you’ll leave with clear insight you can act on straight away.

Ready to strengthen your margins and scale with less stress?

Book your free 30-minute call today and take the first step toward a more profitable, scalable agency.

Schedule your free call here