✅ Strengths: You have multiple lead sources that are fully automated. This ensures a steady flow of potential clients into your pipeline.

❌ Opportunities for Improvement: While you’re bringing in leads from various sources, there’s a need to improve tracking.

💡 Recommendations: You need to build a system that consolidates all your lead sources into one dashboard. This will help you see where your leads are coming from at a glance. No more juggling multiple platforms or losing sight of the most productive sources.

✅ Strengths: You’re automating the tracking of your incoming leads, which is great for efficiency.

❌ Opportunities for Improvement: However, tracking stages and follow-ups are still manual processes, which can lead to inconsistencies.

💡 Recommendations: You need to build a system that tracks lead stages and automates follow-ups. This will ensure that you have timely and relevant communication with potential clients without missing a beat. No more scrambling to remember who needs a follow-up or where they stand in your funnel.

✅ Strengths: Your close rate is tracked automatically, which is essential for understanding your effectiveness in converting leads.

❌ Opportunities for Improvement: Sales tracking is done manually, and there's no linking to lead sources.

💡 Recommendations: You need to build a system that links sales directly to lead sources and tracks all sales automatically. This will help you identify which sources convert best and provide clarity on your performance. No more guessing where your revenue is coming from or relying on spreadsheets that can be easily mismanaged.

✅ Strengths: Your onboarding process is quick, taking less than an hour.

❌ Opportunities for Improvement: However, it isn’t automated, which could make scaling more difficult.

💡 Recommendations: You need to build a system that automates your onboarding process. This will streamline client induction and free up your time for other tasks. No more manually guiding every new client through the onboarding steps.

✅ Strengths: You are able to manually track important client details, which is a start.

❌ Opportunities for Improvement: There’s no system for viewing clients by status or payment types, which can complicate management.

💡 Recommendations: You need to build a system that organizes your clients by their status and payment details automatically. This will make it easier to manage your clientele effectively, and no more scrambling through notes to find key information.

✅ Strengths: You have a regular check-in process in place.

❌ Opportunities for Improvement: However, it is not automated and lacks consistency tracking.

💡 Recommendations: You need to build a system that automates check-ins and tracks consistency rates. This will ensure you're always updated on client progress and engaged with them regularly. No more manual adjustments or risks of forgetting who hasn’t checked in.

✅ Strengths: You are reviewing your sales calls on your own, which shows dedication to improvement.

❌ Opportunities for Improvement: Tracking notes and calls is done manually and isn’t integrated into client profiles.

💡 Recommendations: You need to build a system that tracks client calls and attaches notes directly to their profiles. This will streamline your call management process, and no more jumping between documents to find details from previous conversations.

✅ Strengths: You keep track of testimonials, which is crucial for building trust.

❌ Opportunities for Improvement: However, the process for collecting and managing reviews isn’t automated.

💡 Recommendations: You need to build a system that automatically collects and organizes testimonials and reviews. This will help you promote positive client feedback easily and no more manual effort expended on gathering social proof.

✅ Strengths: You have an offboarding process in place, which is good for client transitions.

❌ Opportunities for Improvement: It isn’t automated and lacks follow-up scheduling.

💡 Recommendations: You need to build a system that automates your offboarding process and sets the next follow-up schedule automatically. This will ensure you don’t lose touch with clients and maintain potential future business. No more manual scheduling or delays in follow-up.

✅ Strengths: You manually track finances, which indicates you’re aware of your monetary situation.

❌ Opportunities for Improvement: However, you’re missing out on tracking average transaction amounts and client lifetime value.

💡 Recommendations: You need to build a system that tracks all payments and calculates average transaction amounts automatically. This will help you gain insights into your financial health, and no more tedious manual calculations or oversight.