Perfect for agencies in the Smarten Up (30-75 people) or Scale Up (75+) phases, or those aiming for high growth or an exit.

Complex issues to manage, at a large scale, with lots at stake. Time to transition away from depending on the founders and let the agency stand on its own.

The Dedicated Advisory Board service plan is best for you when:

  • Your agency is 30–75 people, roughly — or you're smaller with big plans for growth
  • You want to run your agency with confidence
    • Thrive in leading a business to be proud of
    • Lead a healthy, sustainable agency
  • You’re developing the agency to function without depending on you
    • The agency is maturing
    • You’re becoming the leader of leaders in your agency
    • You want to improve your team’s motivations
    • You want to be in good shape for a potential exit
  • You’re wanting to understand and build towards specific goals
    • What could owning the business achieve for you?
    • Exploring different exit scenarios
    • Understanding ownership models
    • Planning for succession
  • You want to be proactive more than reactive
    • Develop strategic planning
    • Run an effective board and impacctful leadership team
    • Smart actions to prevent problems
    • Calm response to the unexpected

What's included?

What you get:

Features Benefits

You get a dedicated business coach
An experienced and respected former agency leader

Your coach is dedicated to you, and
  • Really knows your business
  • Really understands your objectives
  • Really knows the Convivio Way

Structured progress towards your business objectives
Understand and build towards specific goals

Support focussed on your agency’s needs and your own aims
  • Exploring different exit scenarios
  • Understanding ownership models
  • Planning for succession

Your coach will guide through the Convivio Way
Working closely with you, dovetailed to your needs, growing a mature and healthy business

  • Your coach is an excellent exponent of the framework
  • Your coach will work with you face-to-face, once a month, every month
  • Your coach will be available to you throughout the month

Support in all that's needed for leading your agency
Scheduled across the business year, working hand-in-hand towards your outcome goals

  • Annual owner’s retreat, to evaluate and set objectives
  • Quarterly day-long board retreat
  • Monthly board meetings
  • Strategy and planning towards your outcome scenarios

Equipped with the whole vault of Convivio resources
Designed precisely to your needs, so you're fully equipped

  • You’ll have access to a huge library of briefings and playbooks
  • You’ll receive all Agency Senate reports
  • You’ll get all Agency Radar updates and insights
  • You’ll be guided through the Radar Report, our twice-yearly deep horizon scan of risks, opportunities and priorities
  • And with each element, you’ll get structured coaching for their impact and significance for agency, and help in implementing them in your context

Helpdesk Plus
Your direct helpine

  • Ask anything
  • Your questions go directly to your coach, or whoever else in the Convivio team is best placed to help
  • We’ll make sure you get a swift answer from the right person

‘Office Hours’
Drop-in access to our online seminars: regular deep-dives into subjects that matter for agency leaders, with the Convivio team and occasional guest coaches

  • Explore elements of the Convivio Way in depth
  • Examine the key issues on the horizon for agencies
  • Discuss your questions and get support from the Convivio team, our experts, and other agency owners