✅ Strengths: You currently have a single lead source, which can simplify your initial sales process.

❌ Opportunities for Improvement: Without multiple lead sources, you may be limiting your potential client reach.

💡 Recommendations: You need to build a system that diversifies your lead sources. This will help you tap into different markets and find more clients. No more relying solely on one avenue for leads.

✅ Strengths: You're manually tracking follow-ups and leads that didn't close, which shows a commitment to keeping track of your engagements.

❌ Opportunities for Improvement: You're missing automated tracking, which can save significant time and prevent information loss.

💡 Recommendations: You need to build a system that tracks leads automatically, so you never lose a potential client again. This will create a more organized approach to lead management.

✅ Strengths: You’ve been manually keeping track of leads who didn’t close, which shows you care about understanding your sales process.

❌ Opportunities for Improvement: Not tracking your close rate or show rate can obscure how well your sales process is performing.

💡 Recommendations: You need to build a system that analyzes your sales data, including close rates and show rates. This will help you identify areas to improve your conversion rate, without spending hours manually crunching numbers.

✅ Strengths: Having a staged onboarding process means you're mindful of how clients transition into your programs.

❌ Opportunities for Improvement: Your current onboarding process is manual and taking over an hour, which can be overwhelming for new clients.

💡 Recommendations: You need to build an automated onboarding system that streamlines each step for your clients. This will make the process faster and smoother, enhancing the experience without the manual hassle.

✅ Strengths: You have a framework for managing client information manually.

❌ Opportunities for Improvement: Lack of automated tracking and organization can lead to gaps in client support and insights.

💡 Recommendations: You need to build a system that organizes client profiles with all important data attached automatically. This will help you access client information quickly and efficiently, without endless searches.

✅ Strengths: You have consistent questions for check-ins, which can help monitor client progress.

❌ Opportunities for Improvement: Not tracking who checks in or their consistency means you may miss important trends.

💡 Recommendations: You need to build a system that tracks check-in consistency and alerts you if someone misses multiple check-ins. This will ensure you're proactively supporting your clients when they need it most.

✅ Strengths: You've been manually calling clients, which shows you value personal connections.

❌ Opportunities for Improvement: Not having a centralized location for call notes means you could lose valuable insights from your conversations.

💡 Recommendations: You need to build a system that attaches call notes to client profiles automatically. This will help you follow up with clients more effectively, improving your communication.

✅ Strengths: You're aware of the importance of testimonials, although you're not currently tracking them.

❌ Opportunities for Improvement: This is a missed opportunity for social proof to attract new clients.

💡 Recommendations: You need to build a system that automatically collects reviews, testimonials, and referrals. This will help showcase your impact without additional effort.

✅ Strengths: You're aware of the importance of having an offboarding process, even if it’s not currently implemented.

❌ Opportunities for Improvement: Without an offboarding system, you might miss opportunities for future referrals or ongoing connections with past clients.

💡 Recommendations: You need to build an automated offboarding system that captures feedback and sets follow-up reminders. This will help you maintain relationships even after clients finish their programs.

✅ Strengths: You're tracking payments manually, indicating a level of commitment to financial oversight.

❌ Opportunities for Improvement: Without automated tracking, you risk errors and inefficiencies in managing finances.

💡 Recommendations: You need to build a system that tracks all client payments and attaches them to their profiles automatically. This will save you time and ensure accurate records.