Agency Evaluation

A deep dive review into your GHL agency (actions and revenue) to create an AI driven valuation of your agency, with clear actions to help increase value. Comes with the additional option to put your agency up for sale on our marketplace.

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Agency Evaluation Overview

Estimate what your agency could sell for. The Overview walks through Baseline, Activity and Revenue steps to a growth plan, and Configuration lets you choose which accounts count and which sub-account is your own.

Details (Subaccount)

Details (Subaccount)

Details (Users)

The people with access to your sub-accounts: which accounts they can open, last login, status, and the monthly billing of the counted accounts they can reach.

Details (Top Earners)

Your biggest paying accounts ranked by monthly billing, with each one’s share of counted billing, activity and worth, plus how concentrated your billing is.

Details (At-Risk)

Paying accounts that have gone quiet, are cooling off or are flagged At Risk, with billing at stake and its share of counted billing. Win-backs here protect your estimate.

Details (Stripe Subscriptions)

Will list every live Stripe subscription, including ones outside your sub-accounts. Reading Stripe here is not switched on yet, so the tab shows an “almost ready” notice.

Stirpe Customers

Will rank your Stripe customers by what they pay each month and flag failed payments. Reading Stripe here is not switched on yet, so the tab shows an “almost ready” notice.

Agency Evaluation Dashboard

Provides a centralized dashboard for estimating the agency's business value and monitoring its evaluation progress.

Estimated Agency Value Display

Shows the estimated value of your agency, the range it likely falls in, and how sure the estimate is. It appears after the first step and is recalculated as each further step is completed.

Seven-Figure Milestone Tracking

Tracks how far the estimated agency value is from 1,000,000 in the agency’s own currency, with a progress bar and the amount still to go.

Evaluation Level Tracking

Displays the current evaluation level and progression through the assessment stages.

Baseline Evaluation

Analyzes existing account billing information to establish the agency's initial valuation baseline.

Activity Evaluation

Evaluates customer activity to determine which accounts are actively using the platform.

Revenue Evaluation

Reviews agency revenue information and supports verification against Stripe payment data.

Evaluation Start Screen

The first screen of the evaluation. It explains the three steps, notes that nothing in your accounts is changed, shows how many sub-accounts it can see, and starts the evaluation.

Evaluation Stage Navigation

Four stage cards (Baseline, Activity, Revenue, Growth plan) show each step’s status - ready, locked or its result - and let you go back to a completed step.

Valuation Basis Breakdown

Lists what the estimate stands on: sub-accounts found, accounts on a paid plan, accounts counted, monthly billing as recorded, and any adjustments or accounts left out.

Test Account Inclusion Toggle

A switch on the Baseline step to count the paying accounts that look like test or demo accounts. They are left out by default; the choice also applies to the Details tab.

Quiet Accounts Watchlist

On the Activity step, lists the paying accounts with the biggest billing that have gone quiet, so you know which customers to look at first.

Stripe Revenue Connection

Connect your Stripe account read-only to verify your revenue. The page waits while you authorise Stripe in a new tab, then checks your subscriptions. You can disconnect Stripe at any time.

Declared vs Confirmed Revenue

After the Stripe check, compares the monthly billing declared in your records with the amount confirmed in Stripe, alongside live subscriptions, churn, failed payments, tenure and biggest-customer share.

Revenue Outside Sub-Accounts

Lists subscription services billed through your Stripe that are not tied to a sub-account, with subscription count and monthly amount. Switch on the ones that are yours to count them in the estimate.

Growth Plan

The last step. Shows where your estimate stands after each completed step and what would move it - such as winning back quiet accounts or verifying revenue in Stripe - with an illustrative amount for each.

Book a Call

From the growth plan, press Book a call to open a booking calendar in a popup and choose a time for a call about increasing your agency’s value.