ATTENTION: Agency Owners
This Checklist Shows You What’s Broken
Before It Gets Expensive
Built for agencies already running teams, buying leads, and feeling operational drag as they grow
The Problem
Most agencies don’t struggle because of effort, leads, or talent.
They struggle because small system gaps compound quietly until growth feels chaotic.
Miseed Calls
Slow speed-to-lead
Inconsistent follow-up
No real visibility
Owner stuck fixing everything
The problem isn’t more leads or more agents.
It’s not knowing where your systems are actually failing.
This Checklist exposes those systems.
What This Checklist Is
This is a self-guided Systems Checklist designed to help you quickly identify:
Where leads enter your operation
How fast they’re contacted
Where follow-up breaks down
What gets tracked (and what doesn’t)
Where handoffs fail between people and tools
You answer honestly.
The gaps reveal themselves.
What This Is Not
This is not a custom audit
This is not a strategy call
This is not consulting or coaching
This does not fix anything for you
You answer honestly.
The gaps reveal themselves.
This Checklist exposes those systems.
Who is this for?
Running a team of licensed agents
Are already investing in leads
Feel operational friction as they grow
Want clarity before scaling further
This is not for
Solo agents
Side hustles
Brand-new agents
Anyone looking for motivational sales scripts
If you want clarity, keep reading.
What the Audit Actually Does
This is not a sales call, this is not a software demo, this is not coaching, this is a structured operational audit of how your agency really runs.
How leads enter your system
How fast they're contacted
How missed calls are handled
How follow-up actually happens
How agents are tracked
Where pipelines break
Where you are the bottleneck
You leave knowing
What's working
What's broken
What's costing you money
What to fix first
Whether you work with us or not...
How it works
Step 1: You book and pay for the audit
Step 3:We run a 1-on-1 system audit
Step 2: You complete a short pre-audit questionaire
Step 4: You receive a clear breakdown and next steps
No fluff, no upsell pressure, no wasted time.
No obligation to move forward.
INVESTMENT
Systems AUDIT
$47
If $1499 feels too expensive, this likely isn’t for you. Most agencies lose more than this every month through invisible operational breakdowns.
1 hour Deep Dive Strategy Session
Complete Analysis of your current systems
Review of sales and marketing processes
CUSTOM Agency Roadmap
1 hour Strategy Review Call
Clear Action steps for scaling
Strategic guidance to move you forward
BONUS!!
If your audit doesn't clearly identify operational bottlenecks, revenue leakage points, and actionable next steps. Well give your money back.
Act now, 5-agency monthly limit.
If your agency feels harder to manage as it grows, this audit will tell you why.
Book your System Audit below
If your agency feels harder to manage as it grows, this audit will tell you why.
Book your System Audit below
Want a professional breakdown?
Start with our Agency System Audit to quickly assess where your operations are solid and where gaps exist.
About the In-Person Events
Twice a year, we gather for powerful in-person events.
Two times a year, Platinum members step away from the screen and join forces in person for a time of strategic acceleration.
These aren't your run-of-the-mill industry get-togethers. Our Platinum events are engineered to serve as launchpads for explosive growth.
How do we do it?
Breaking bread together: Nothing stirs up creative energy like shared meals and relaxed conversation. The best strategies often originate over dinner and drinks.
Non-stop networking and brainstorming: We take collaboration to the next level, creating an environment for constant ideation and problem-solving throughout the week.
Dedicated workshops: Our high-powered workshops provide you with invaluable time to strategize and implement new tactics. This is your opportunity to work ON your business, rather than just IN it.
These catalyst events take place in spring and fall, aligning with the seasons of change. So why not change the trajectory of your SaaS journey?
The Next Event is October 2024
February 2023
June 2023
"I used to be a total non-events person... But coming to Matt's events I realized that there's SO much value you can take from these things than if you didn't join.
Everything I listen to I'm like 💡 "I could use that for my own business!"
It's revealed aspects of my business that I didn't even know I needed to focus on. It's opened my eyes to what I should focus on more"
Chris L., LawHustle
Graham Lightner
Chief Operations Officer
Introducing Graham Lightner: the wizard behind the curtain, the operational prodigy who keeps the cogs of HL Pro Tools turning seamlessly. He's not just Matt's right hand man—he's the backbone, the pulse, and the driving force behind the engine of success that is HL Pro Tools.
Graham has a knack for operations and team building. He sees the big picture, sure, but it's the nuts and bolts that truly light his fire. He revels in the intricate dance of systems and processes, choreographing them into a performance that's as seamless as it is impressive.
He's a firm believer in the power of people, of culture, of creating an environment where everyone feels valued and empowered. He knows that a team's success is built on more than just tasks and targets—it's built on trust, respect, and a shared vision of excellence.
Melanie Knueven
Director of Operations
Introducing Melanie Knueven, the brilliant mind behind streamlined operations and efficient project management at HL Pro Tools. As the Director of Operations, Melanie has a remarkable talent for creating standard operating procedures and processes that bring harmony to projects, teams, and tasks.
Melanie's expertise lies in her ability to transform chaos into order. With a keen eye for detail and a passion for optimization, she crafts SOPs that become the guiding light for the entire team. She firmly believes in the adage "what gets measured gets managed," ensuring that every aspect of the business is meticulously tracked and improved upon.
As a true advocate of efficiency, Melanie understands that smooth operations are the backbone of success. By implementing her well-crafted processes, she empowers others to work seamlessly and achieve their full potential. Melanie delivers exceptional results and drives businesses forward with precision and purpose.
"If you're in the SaaS space, if you're an entrepreneur, if you're a marketer... I think this is a great fit. A lot of actionable advice + a lot of super inspiring stories and use cases. It's been an amazing experience, top to bottom."
