✅ Strengths: You have a clear focus on lead generation, but it seems like you might be missing out on tracking them effectively.

❌ Opportunities for Improvement: Currently, you're not tracking where your leads are coming from or linking sales to the lead source. This makes it hard to understand what’s working and what isn’t.

💡 Recommendations: You need to build a system that tracks your lead sources automatically. This will help you identify which channels are most effective in bringing in new clients. No more guessing where your leads come from.

✅ Strengths: You have a basic understanding of the importance of tracking leads, but there's a significant gap in your current process.

❌ Opportunities for Improvement: You're not tracking the stages of leads or following up with them, which can result in lost opportunities.

💡 Recommendations: You need to build a system that tracks the stages of your leads and automates follow-ups. This will help you stay engaged with potential clients and increase your chances of closing sales. No more missed opportunities due to lack of follow-up.

✅ Strengths: You have a system in place to track payments automatically.

❌ Opportunities for Improvement: However, you’re not tracking your close rate, show rate, or objections during sales calls, which are key metrics for optimizing your sales process.

💡 Recommendations: You need to build a system that tracks your sales metrics automatically, including close rates and objections. This will help you refine your sales tactics based on real data. No more flying blind when it comes to your sales effectiveness.

✅ Strengths: You have a staged onboarding process that allows you to customize client experiences.

❌ Opportunities for Improvement: Your onboarding process currently takes more than an hour and lacks automation, which can be a bottleneck for new clients.

💡 Recommendations: You need to build a system that automates your onboarding process. This will help you streamline client integration and reduce onboarding time significantly. No more long, drawn-out onboarding sessions.

✅ Strengths: You are manually tracking client information, which shows you care about organization.

❌ Opportunities for Improvement: However, you don’t have a centralized view of client status, payments, or check-ins, making it challenging to manage relationships effectively.

💡 Recommendations: You need to build a system that centralizes all client data, including status and payment information. This will help you keep track of everything in one place. No more scattered information across different tools.

✅ Strengths: Your check-in process is consistent with weekly questions, which is great for maintaining engagement.

❌ Opportunities for Improvement: The lack of automatic tracking for check-in consistency can lead to missed follow-ups.

💡 Recommendations: You need to build a system that tracks check-in consistency automatically. This will help you identify clients who need extra attention. No more forgetting about clients who haven’t checked in.

✅ Strengths: You have a basic understanding of the importance of call notes.

❌ Opportunities for Improvement: Not tracking call notes or having a place for all client calls can lead to important information being lost.

💡 Recommendations: You need to build a system that automatically attaches call notes to client profiles. This will help you maintain a clear history of client interactions. No more scrambling to remember what was discussed in previous calls.

✅ Strengths: You currently have a process for tracking payments, which is essential for client retention.

❌ Opportunities for Improvement: However, you’re not collecting or tracking testimonials and referrals, which can be valuable for building credibility.

💡 Recommendations: You need to build a system that automatically collects testimonials and referrals from clients. This will help you gather social proof effortlessly. No more missing out on potential marketing material.

✅ Strengths: You are aware of the need for an offboarding process.

❌ Opportunities for Improvement: Currently, you don’t have a structured offboarding process in place, which can affect client relationships post-service.

💡 Recommendations: You need to build a system that automates your offboarding process. This will help maintain a positive relationship with clients even after they finish their program. No more awkward endings to client relationships.

✅ Strengths: You're tracking payments automatically, which is a crucial strength for financial oversight.

❌ Opportunities for Improvement: However, you don’t track the average client lifetime value, which can provide insights into your business health.

💡 Recommendations: You need to build a system that tracks average client lifetime value. This will help you understand how much each client is worth over time. No more uncertainty about your client's long-term value.