✅ Strengths: You have multiple lead sources in place, and they are fully automated. This shows you are proactive in generating leads.

❌ Opportunities for Improvement: You're not currently tracking where these leads are coming from, which can limit your ability to optimize your lead generation strategies.

💡 Recommendations: You need to build a system that tracks your lead sources automatically. This will help you identify which sources are most effective, so you can focus your efforts on what works best.

✅ Strengths: You manage to keep track of leads that didn’t close and follow-ups manually. This shows a commitment to nurturing your leads.

❌ Opportunities for Improvement: Lead tracking is done manually, and you don’t track the stages of leads, show rates, or link sales with lead sources.

💡 Recommendations: You need to build a CRM that tracks leads automatically and logs their stages. This will save you time and ensure you never miss an opportunity to convert a lead into a client.

✅ Strengths: You manually track average customer spend and have an automated system for payments.

❌ Opportunities for Improvement: You do not track your close rates, sales, or objections during sales calls, which are vital for improving your sales process.

💡 Recommendations: You need to build a system that automatically tracks your close rates and sales metrics. This will give you insights into your performance and help you refine your sales strategy.

✅ Strengths: Your onboarding process is automated and takes less than an hour, which is efficient.

❌ Opportunities for Improvement: However, the onboarding steps are set up manually, and there is no automated follow-up scheduling after onboarding.

💡 Recommendations: You need to build a system that automates your entire onboarding process, including follow-up schedules. This will enhance the client experience and ensure they feel supported right from the start.

✅ Strengths: You have a basic understanding of client payments and manually track customer data.

❌ Opportunities for Improvement: You lack automated tracking for client statuses, check-ins, and important documents, which can hinder your ability to manage clients effectively.

💡 Recommendations: You need to build a system that organizes all client profiles and automatically attaches relevant documents. This will streamline client management and keep everything you need in one place.

✅ Strengths: Your check-in system is logic-based and automatically tracks who didn’t check in and their consistency rate.

❌ Opportunities for Improvement: However, you don’t have a standardized set of questions for check-ins, which can lead to inconsistencies in client feedback.

💡 Recommendations: You need to build a system that standardizes your check-in questions while still being adaptable. This will provide you with consistent and actionable insights from your clients.

✅ Strengths: You take notes on client calls, which is essential for follow-ups.

❌ Opportunities for Improvement: However, your call notes are not automatically attached to client profiles, making it harder to track important conversations.

💡 Recommendations: You need to build a system that attaches call notes to client profiles automatically. This will help keep all relevant information organized and accessible in one place.

✅ Strengths: You have managed to collect some testimonials manually, which shows you value client feedback.

❌ Opportunities for Improvement: You don’t track who has given you reviews or referrals, nor do you have a system for automatic collection of testimonials.

💡 Recommendations: You need to build a system that automatically collects and organizes testimonials and referrals. This will save you time and ensure you have a steady stream of social proof to showcase.

✅ Strengths: Currently, you do not have an offboarding process, but this can be a strength as it allows for flexibility.

❌ Opportunities for Improvement: The absence of an offboarding process means you might miss opportunities for follow-ups or referrals from former clients.

💡 Recommendations: You need to build a system that establishes a structured offboarding process. This will help maintain relationships and potentially turn former clients into advocates for your services.

✅ Strengths: Payments are automatically tracked, and you can calculate average transaction amounts.

❌ Opportunities for Improvement: However, payments are not attached to client profiles, and you manually calculate the client Lifetime Value (LTV).

💡 Recommendations: You need to build a system that integrates payment tracking with client profiles and automatically calculates LTV. This will streamline your financial management and provide clearer insights into your business’s profitability.