✅ Strengths: You have a clear understanding of your lead sources and can manually track them, which shows you're engaged in the process.

❌ Opportunities for Improvement: Relying on manual tracking can lead to inconsistencies or missed opportunities.

💡 Recommendations: You need to build a system that automates lead generation tracking. This will help you gather insights effortlessly, ensuring you never miss a potential client again.

✅ Strengths: You have an automated system for tracking the stages of your leads and show rates, which is fantastic for understanding engagement.

❌ Opportunities for Improvement: Manual tracking of follow-ups and other elements creates potential gaps in your data.

💡 Recommendations: You need to build a system that automates follow-up tracking and integrates with your lead stages. This will help you stay on top of every lead's journey, reducing the risk of letting opportunities slip through the cracks.

✅ Strengths: Your automated tracking of objections during sales calls is a strong asset, providing valuable insights into client concerns.

❌ Opportunities for Improvement: Manually calculating your close rate can be time-consuming and prone to errors.

💡 Recommendations: You need to build a system that automatically calculates your close rate based on tracked sales. This will give you immediate insights into your performance without the hassle of manual calculations.

✅ Strengths: You have a staged onboarding process, which allows for tailored client experiences.

❌ Opportunities for Improvement: The lack of automation in your onboarding process can lead to delays and inefficiencies.

💡 Recommendations: You need to build a system that automates the onboarding process completely. This will help you streamline client integration, making it quicker and more efficient.

✅ Strengths: Your ability to view clients by payment type and utilize an automated dashboard for key data is a significant strength.

❌ Opportunities for Improvement: Manually attaching records and documents to client profiles is tedious and can lead to disorganization.

💡 Recommendations: You need to build a system that automatically attaches all relevant documents and records to client profiles. This will help you keep everything organized and easily accessible.

✅ Strengths: You have an automated check-in system that adjusts based on client responses, making it user-friendly for clients.

❌ Opportunities for Improvement: Manually tracking missed check-ins can lead to oversights.

💡 Recommendations: You need to build a system that automatically tracks missed check-ins and provides alerts for consistent non-responsiveness. This will help you follow up proactively, ensuring clients stay engaged.

✅ Strengths: You take notes during client calls, which shows you value communication.

❌ Opportunities for Improvement: Not having a centralized place for tracking all client calls can lead to missed details.

💡 Recommendations: You need to build a system that consolidates all client call notes and interactions. This will help you maintain continuity in client relationships and ensure no important details are lost.

✅ Strengths: Your system automatically collects reviews and testimonials, which is excellent for building credibility.

❌ Opportunities for Improvement: Manual creation of Instagram story review screenshots can be time-consuming.

💡 Recommendations: You need to build a system that generates social media content from testimonials automatically. This will help you leverage positive feedback effectively without extra effort.

✅ Strengths: Your offboarding process is structured, and you automatically schedule follow-ups post-offboarding.

❌ Opportunities for Improvement: The manual aspects of your offboarding can lead to inconsistencies.

💡 Recommendations: You need to build a system that automates the entire offboarding process. This will help you provide a seamless exit experience for clients and ensure all necessary steps are completed.

✅ Strengths: You have automated tracking for average client Lifetime Value (LTV) and transaction amounts, which is excellent for financial insights.

❌ Opportunities for Improvement: Manually tracking payments can be cumbersome and risk errors.

💡 Recommendations: You need to build a system that automates payment tracking and associates payments directly with client profiles. This will streamline your financial management and reduce the risk of discrepancies.