✅ Strengths: You have multiple lead sources in place, which gives you a diverse approach to attracting potential clients.

❌ Opportunities for Improvement: While you track leads manually, not having an automated system means you might miss insights from your lead sources.

💡 Recommendations: You need to build a system that automatically tracks where your leads are coming from. This will help you identify which channels are most effective for your business. No more guessing where your best clients are coming from.

✅ Strengths: You’re diligent in manually updating stages for each lead, showing your commitment to following through.

❌ Opportunities for Improvement: Manual lead tracking can be time-consuming and prone to errors.

💡 Recommendations: You need to build a system that tracks lead stages automatically and links sales data with lead sources. This will help you streamline your process and ensure no lead falls through the cracks.

✅ Strengths: You track your sales manually and have a handle on your close rate, demonstrating a solid understanding of your sales performance.

❌ Opportunities for Improvement: However, not tracking objections or reviewing calls can hinder your ability to learn and improve your sales techniques.

💡 Recommendations: You need to build a system that captures call notes and objections automatically. This will help you refine your sales strategy based on real feedback, leading to improved closure rates.

✅ Strengths: You have a staged onboarding process, which is beneficial for structuring client journeys.

❌ Opportunities for Improvement: The process is manual and can take over an hour, which can lead to inefficiencies.

💡 Recommendations: You need to build a system that automates your onboarding process and tracks each client’s progress. This will help speed up onboarding and ensure a consistent experience for all clients.

✅ Strengths: You manually attach documents and keep track of client payments showing your attention to detail.

❌ Opportunities for Improvement: However, not having a centralized view of client information can make management cumbersome.

💡 Recommendations: You need to build a system that consolidates all client information—check-ins, documents, and payment records—in one place. This will help you manage your clients more effectively, reducing time spent searching for information.

✅ Strengths: Your check-in system is logic-based and adapts to client responses, which is great for personalization.

❌ Opportunities for Improvement: Not tracking missed check-ins can lead to gaps in client engagement.

💡 Recommendations: You need to build a system that automatically tracks who did not check in and alerts you if someone misses multiple check-ins. This will help you maintain better client engagement and support.

✅ Strengths: You take notes during client calls, although not in a systematic way.

❌ Opportunities for Improvement: Without a centralized place for call notes, you may lose valuable insights.

💡 Recommendations: You need to build a system that automatically attaches call notes to client profiles. This will help you keep all information organized and easily accessible for future reference.

✅ Strengths: You have not explicitly mentioned tracking testimonials, but the absence of a system indicates room for growth in this area.

❌ Opportunities for Improvement: Not collecting testimonials and referrals means you might be missing out on valuable social proof.

💡 Recommendations: You need to build a system that automatically collects reviews and testimonials from your clients. This will help enhance your credibility and attract new clients.

✅ Strengths: You have a manual offboarding process, which shows you care about your clients even when they leave.

❌ Opportunities for Improvement: A lack of automation in this process could lead to missed follow-ups.

💡 Recommendations: You need to build a system that automates the offboarding process and sets follow-up schedules automatically. This will ensure you maintain relationships with former clients, which can lead to referrals down the line.

✅ Strengths: You track payments manually, showing diligence in managing finances.

❌ Opportunities for Improvement: However, not having an automatic way to track average transaction amounts can lead to inefficiencies.

💡 Recommendations: You need to build a system that automatically tracks payments and calculates average transaction amounts. This will give you clearer insights into your financial performance and improve your cash flow management.