✅ Strengths: You have multiple lead sources in place, which shows you’re proactive in finding potential clients.

❌ Opportunities for Improvement: Your lead tracking is done manually, which can lead to errors and missed opportunities.

💡 Recommendations: You need to build a system that tracks leads automatically from all sources. This will help you ensure that no potential client slips through the cracks. No more manual entries and confusion over where leads are coming from.

✅ Strengths: You are manually tracking where your leads are coming from and updating their stages.

❌ Opportunities for Improvement: The manual process is time-consuming and may not capture all relevant data effectively.

💡 Recommendations: You need to build a system that links sales with lead sources and tracks the stages of each lead automatically. This will help you easily identify which sources are most effective. No more manual updates; you'll have real-time insights at your fingertips.

✅ Strengths: You keep track of objections during sales calls, which is a good practice for improvement.

❌ Opportunities for Improvement: You do not track your close rate or show rate, making it hard to assess your sales effectiveness.

💡 Recommendations: You need to build a system that tracks your sales metrics, including close rates and show rates. This will help you identify patterns and areas for improvement in your sales process. No more guesswork; you’ll have clear data to drive your sales strategy.

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

❌ Opportunities for Improvement: The onboarding process is done manually, lacking automation that could streamline the experience.

💡 Recommendations: You need to build a system that automates your onboarding process, including tracking client progress through stages. This will help you provide a smoother experience for your clients. No more manual decisions; your system will guide the onboarding flow.

✅ Strengths: You manually filter clients by status and stage, which shows you’re engaged in their progress.

❌ Opportunities for Improvement: There’s a lack of automation in client management, making it difficult to access all relevant client information quickly.

💡 Recommendations: You need to build a system that consolidates client profiles with all check-ins, service reviews, and payment records automatically attached. This will help you access essential information in one place. No more sifting through documents; everything will be organized and accessible.

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

❌ Opportunities for Improvement: Your check-in system lacks logic-based tracking and does not alert you when clients miss check-ins.

💡 Recommendations: You need to build a system that tracks who didn’t check in and alerts you if someone misses multiple check-ins. This will help you stay on top of client engagement. No more waiting for clients to reach out; you’ll proactively follow up.

✅ Strengths: You track client calls and take notes manually, demonstrating your commitment to client communication.

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

💡 Recommendations: You need to build a system that automatically attaches call notes to client profiles after each call. This will help you maintain a comprehensive view of client interactions. No more searching for notes; everything will be in one place.

✅ Strengths: You’re aware of the importance of testimonials.

❌ Opportunities for Improvement: Currently, there’s no system in place for collecting or tracking testimonials, referrals, or reviews.

💡 Recommendations: You need to build a system that automatically collects and organizes client reviews and testimonials. This will help you showcase your success stories effectively. No more manual requests; your system will handle it.

✅ Strengths: You have recognized the need for an offboarding process.

❌ Opportunities for Improvement: Currently, there is no structured offboarding process in place.

💡 Recommendations: You need to build a system that outlines and automates your offboarding process. This will help ensure a smooth transition for clients leaving your services. No more uncertainty; your system will guide the offboarding experience.

✅ Strengths: All payments are automatically tracked, showing that you have a good handle on this aspect.

❌ Opportunities for Improvement: You do not track average client Lifetime Value (LTV) or attach payments to client profiles automatically.

💡 Recommendations: You need to build a system that calculates average client LTV and attaches payments to their profiles automatically. This will help you understand client profitability better. No more manual calculations; your system will provide insights effortlessly.