📊 Interactive Assessment Tool
Transform your services into scalable products with this data-driven
framework. Score opportunities across 5 key dimensions to identify your
highest-value productization targets.
🎯 Interactive Assessment Wizard
How This Assessment Works
Before You Start: Have the following information ready: - Service
description and current pricing model - Annual revenue from this service -
Number of times you’ve delivered this service in the past year - Team members
involved and time requirements - Understanding of your target market size
How to Complete Your Assessment
Understanding the Scoring Scale
| Score | Rating | Description | Performance Level |
|---|---|---|---|
| 1 | Very Poor | Bottom 20% of opportunities | 🔴 Critical weaknesses |
| 2 | Below Average | Needs significant improvement | 🟠 Major gaps to address |
| 3 | Average | Acceptable baseline | 🟡 Meet minimum requirements |
| 4 | Above Average | Strong competitive position | 🟢 Clear advantages |
| 5 | Excellent | Top 20% of opportunities | 🟢 Exceptional strength |
Important: Rate based on TODAY’S reality, not future potential.
Overestimating scores leads to poor investment decisions.
Complete Your Assessment Below
Welcome to Your Productization Assessment
This interactive wizard will guide you through evaluating your service for productization potential.What you’ll do:
- Document your service details
- Score across 5 key dimensions
- Assess strategic fit
- Get your priority classification
Detailed Scoring Guide
📈 Market Demand - How to Score
📈 Market Demand - How to Score
Frequency Score:
- Count actual client requests in the past 12 months
- Include both won and lost opportunities
- Score 1 if under 2, Score 5 if over 20
- Research your total addressable market (TAM)
- Use industry reports, LinkedIn searches, directories
- Consider geographic and industry constraints
- Evaluate how quickly clients need solutions
- Look at typical sales cycle length
- Consider consequence of not having solution
- Frequency: 15 requests last year = Score 4
- Market Size: 5,000 potential clients = Score 3
- Urgency: Clients need it for conversions = Score 4
- Average: 3.67
🎯 Differentiation - How to Score
🎯 Differentiation - How to Score
Uniqueness Score:
- Compare your methodology to competitors
- Identify proprietary processes or tools
- Consider your unique insights or data
- Search for similar services online
- Check competitor websites and offerings
- Review industry directories and marketplaces
- Evaluate what can be trademarked or patented
- Consider trade secrets and proprietary methods
- Assess difficulty for others to copy
- Uniqueness: Proprietary testing framework = Score 4
- Competition: Few offer same depth = Score 4
- IP Protection: Can protect methodology = Score 3
- Average: 3.67
🚀 Scalability - How to Score
🚀 Scalability - How to Score
Automation Score:
- List all tasks in your current process
- Identify which can be automated with tools
- Calculate percentage of time saved
- Document process variations across clients
- Identify common vs. custom elements
- Assess ability to use templates
- Calculate ongoing costs per delivery
- Consider support and maintenance needs
- Evaluate infrastructure requirements
- Automation: 70% can be automated = Score 4
- Standardization: Same process for all = Score 5
- Resources: Minimal ongoing needs = Score 4
- Average: 4.33
⚙️ Technical Feasibility - How to Score
⚙️ Technical Feasibility - How to Score
Complexity Score:
- Break down technical requirements
- Identify unknown or risky elements
- Compare to past projects
- Audit current team skills
- Identify skill gaps
- Consider training or hiring needs
- Create realistic development timeline
- Factor in testing and iteration
- Consider MVP vs. full product
- Complexity: Moderate technical challenge = Score 3
- Capabilities: Team has most skills = Score 4
- Time to Market: 2 months to MVP = Score 4
- Average: 3.67
💰 Revenue Potential - How to Score
💰 Revenue Potential - How to Score
Pricing Power Score:
- Research competitor pricing
- Test price points with clients
- Calculate value delivered vs. cost
- Evaluate subscription potential
- Consider upsell opportunities
- Assess customer lifetime value
- Size new market segments
- Evaluate geographic expansion
- Consider adjacent offerings
- Pricing Power: Can charge premium = Score 4
- Revenue Model: Monthly subscription = Score 5
- Expansion: Large untapped market = Score 4
- Average: 4.33
🎯 Strategic Fit - How to Score
🎯 Strategic Fit - How to Score
Rate each factor 1-5 based on alignment:Vision Alignment:
- Does this move you toward your 5-year vision?
- Is it consistent with company values?
- Will it position you where you want to be?
- Is your team passionate about this area?
- Do you have deep domain knowledge?
- Can you become the best at this?
- Will this transform client businesses?
- Does it solve a critical pain point?
- Will clients champion your solution?
- Does this strengthen your positioning?
- Is it consistent with your reputation?
- Will it attract your ideal clients?
- Vision: Becoming performance experts = Score 5
- Expertise: Team loves optimization = Score 4
- Impact: Drives real client results = Score 5
- Brand: Reinforces technical prowess = Score 4
- Average: 4.50
Calculating Your Final Score
Example Calculation
Using our web agency example:
Strategic Fit: 4.50Result: Composite Score (3.93) + Strategic Fit (4.50) = Priority 1: Build Now! 🟢
| Dimension | Average | Weight | Weighted Score |
|---|---|---|---|
| Market Demand | 3.67 | 25% | 0.92 |
| Differentiation | 3.67 | 20% | 0.73 |
| Scalability | 4.33 | 25% | 1.08 |
| Technical | 3.67 | 15% | 0.55 |
| Revenue | 4.33 | 15% | 0.65 |
| TOTAL | 100% | 3.93 |
Action Plans by Priority
Build Now Action Plan
Week 1:- Validate with 10 target customers
- Create detailed project specification
- Assign dedicated team members
- Set up project tracking
- Build MVP/prototype
- Get early user feedback
- Iterate based on learning
- Begin pre-selling
- Launch beta version
- Onboard first customers
- Gather testimonials
- Refine pricing
- 5+ paying customers in 60 days
- 50% time reduction vs. manual
- NPS score above 8
Common Mistakes to Avoid
Top 5 Assessment Pitfalls:
- Optimism Bias - Rating potential instead of reality
- Ignoring Competition - Underestimating existing solutions
- Skipping Validation - Not testing with real customers
- Poor Strategic Fit - Chasing shiny objects outside your zone
- Resource Dilution - Trying to build everything at once
Overview
This assessment framework helps agencies systematically evaluate their services to identify the best productization opportunities. Use this framework to make data-driven decisions about where to invest your product development resources.Inventory
Document all your services
Score
Rate across 5 dimensions
Prioritize
Focus on top opportunities
Assessment Process
Service Inventory
Step 1: Complete Service List
Step 1: Complete Service List
Create a comprehensive list of all services your agency provides:
- Core service offerings
- Add-on services
- Internal processes that clients value
- Consulting methodologies
- Tools and templates you’ve developed
Step 2: Service Documentation
Step 2: Service Documentation
For each service, document:
- Detailed process steps
- Time investment required
- Resources needed
- Typical client outcomes
- Pricing model
- Frequency of delivery
Step 3: Client Value Mapping
Step 3: Client Value Mapping
Identify the specific value each service provides:
- Problems it solves
- Outcomes it enables
- Time it saves clients
- Revenue it generates for clients
- Costs it reduces for clients
📝 Assessment Worksheet
Service Information
🎯 Advanced Assessment Techniques
Direct Competitors
Direct Competitors
- Who offers similar solutions?
- What are their strengths/weaknesses?
- How do they price their offerings?
- What’s their market position?
Indirect Competitors
Indirect Competitors
- What alternative solutions exist?
- How do clients currently solve this problem?
- What’s the switching cost from current solutions?
Market Gaps
Market Gaps
- What needs aren’t being met?
- Where are competitors vulnerable?
- What would a superior solution look like?
🚀 Implementation Roadmap
🟢 Score 4.0+
Top-Tier Actions
- Immediate validation
- Dedicated resources
- Detailed project plan
- Aggressive timelines
🟡 Score 3.0-3.9
Second-Tier Actions - Competitive analysis - Validate assumptions -
Consider pilots - Future planning
🔵 Score 2.0-2.9
Third-Tier Actions - Monitor markets - Gather feedback - Improve scores -
Future options
🔴 Score < 2.0
Low Priority Actions
- Document only
- Annual review
- Focus elsewhere
- Consider retiring
📅 Review Schedule
Update market demand scores
Reassess competitive landscape
Track industry trends
Adjust strategic fit ratings
🏁 Next Steps
Scores are relative rankings, not absolutes. Customize this framework to your
agency’s unique situation and strategic objectives.
Start Assessment
Begin evaluating your services using the framework
Download Template
Get the scoring worksheet for your team
Book Strategy Call
Discuss your results with an expert
🚀 Ready to Productize? Get Expert Guidance
Doug’s Sprint Options: - 2-Week Sprint: 12K - Build multiple tools or complex
platforms - 4-Hour Response: Get immediate strategic guidance - Proven
Framework: Apply this assessment with expert support
The best productization opportunities combine strong quantitative scores with
compelling qualitative factors. Trust your market intuition alongside the
data.