The Agent Estate Standard · v1.0

The Five-Agent Test


This is Appendix A of The Agent Estate Standard v1.0. Read the full Standard.

Appendix A: The Five-Agent Test

Informative. A one-week entry diagnostic for organisations with no register.

Do not begin with the whole estate. Begin with five agents.

  1. Select the five agents in production that matter most by cost, volume or exposure.
  2. For each, hold one conversation per control surface with the person closest to it.
  3. Attempt to complete fields 1 to 14 of the Agent Record.
  4. Record which fields could not be completed, and why.
  5. Score each agent against the five surfaces on a single page.

The output is not a maturity score. It is a list of the questions the organisation cannot currently answer about the five agents it cares most about. That list is the starting position.

Organisations completing this test typically discover they sit below Level 1.


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