✅ Strengths: You have multiple lead sources in place and you manually track them, which shows you're attentive to where your leads are coming from.

❌ Opportunities for Improvement: Manual tracking can lead to inconsistencies and missed opportunities.

💡 Recommendations: You need to build a system that automates lead generation tracking. This will help you effortlessly monitor and optimize your lead sources. No more worrying about lost leads or inaccurate records.

✅ Strengths: You are tracking where your leads are coming from, their stages, and follow-ups, even if it’s done manually.

❌ Opportunities for Improvement: The manual approach can be time-consuming and prone to errors.

💡 Recommendations: You need to build a system that tracks leads automatically, including their stages and follow-ups. This will help you manage your leads more efficiently, reducing the risk of oversight.

✅ Strengths: Your close rate and show rate are fully automated, which is fantastic for understanding your sales performance.

❌ Opportunities for Improvement: Other sales metrics, like objections during calls, are not being tracked.

💡 Recommendations: You need to build a system that automatically tracks objections during sales calls. This will help you refine your approach and address common concerns more effectively.

✅ Strengths: You have a structured onboarding process that takes less than an hour.

❌ Opportunities for Improvement: The process is fully manual and lacks automation.

💡 Recommendations: You need to build a system that automates your onboarding steps. This will help streamline the process and ensure a consistent experience for every client.

✅ Strengths: You manually keep track of procedures and have a system in place for client calls.

❌ Opportunities for Improvement: Client profiles lack automated attachments of important documents and metrics.

💡 Recommendations: You need to build a system that automatically attaches all client-related documents to their profiles. This will help you keep everything organized in one place, making client management much smoother.

✅ Strengths: You have a consistent check-in process with the same questions each week.

❌ Opportunities for Improvement: The check-in system is not logic-based, and missed check-ins are tracked manually.

💡 Recommendations: You need to build a system that tracks check-in logic and alerts you to missed check-ins. This will help you stay proactive in engaging with clients and ensure they remain on track.

✅ Strengths: You take notes on client calls and have a method for organizing them.

❌ Opportunities for Improvement: Call notes are not automatically attached to client profiles, which can lead to disorganization.

💡 Recommendations: You need to build a system that attaches call notes directly to client profiles. This will help you access important information quickly and improve client interactions.

✅ Strengths: You manually track reviews, referrals, and testimonials, which shows you value client feedback.

❌ Opportunities for Improvement: The process lacks automation, which can be inefficient.

💡 Recommendations: You need to build a system that automatically collects reviews and testimonials from clients. This will save you time and provide you with valuable social proof effortlessly.

✅ Strengths: You have a manual offboarding process in place.

❌ Opportunities for Improvement: The offboarding process lacks automation and next follow-up scheduling.

💡 Recommendations: You need to build a system that automates your offboarding process and sets follow-up schedules. This will ensure that every client leaves with a positive experience and keeps the door open for future engagement.

✅ Strengths: Payments are tracked automatically, which is great for financial oversight.

❌ Opportunities for Improvement: Average transaction amounts and client Lifetime Value (LTV) are calculated manually.

💡 Recommendations: You need to build a system that automatically calculates average transaction amounts and client LTV. This will provide you with clear insights into your financial health without added effort.