✅ Strengths: You have multiple lead sources in place, which is a great start for attracting potential clients.

❌ Opportunities for Improvement: However, you’re currently tracking leads manually and not monitoring where they come from.

💡 Recommendations: You need to build a system that automatically tracks and categorizes your lead sources. This will help you identify which channels bring in the most clients. No more guesswork about where your leads originate!

✅ Strengths: You’re manually tracking sales, which shows you’re engaged with your metrics.

❌ Opportunities for Improvement: There’s no tracking of lead stages, follow-ups, or objections, which can hinder your sales process.

💡 Recommendations: You need to build a system that tracks all stages of your leads and automates follow-ups. This will help you stay organized and ensure no lead slips through the cracks. No more confusion about where each lead stands!

✅ Strengths: You’re keeping track of your sales manually, showing diligence in monitoring your performance.

❌ Opportunities for Improvement: However, you’re not tracking your close rate, show rate, or average customer spend.

💡 Recommendations: You need to build a system that analyzes your sales metrics automatically, including close rates and customer spend. This will help you understand your sales performance better. No more uncertainty about what’s working and what’s not!

✅ Strengths: Your onboarding process is staged, which suggests a structured approach for new clients.

❌ Opportunities for Improvement: It’s currently a manual process, which can be time-consuming and inconsistent.

💡 Recommendations: You need to build a system that automates your onboarding steps and tracks client progress. This will help you streamline the process and save time. No more lengthy onboarding sessions!

✅ Strengths: You’re keeping track of your clients manually, showing you care about their progress.

❌ Opportunities for Improvement: There’s no automatic tracking of client details, statuses, or payment types.

💡 Recommendations: You need to build a system that consolidates all client information, including statuses and payment details, in one place. This will help you manage your clients more effectively. No more sifting through different documents!

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

❌ Opportunities for Improvement: However, your check-in system lacks automation and tracking for missed check-ins.

💡 Recommendations: You need to build a system that automates check-ins and tracks consistency rates. This will help you ensure clients stay engaged and accountable. No more worrying about missed check-ins!

✅ Strengths: You track client calls and take notes, which is essential for maintaining good communication.

❌ Opportunities for Improvement: However, call notes aren’t attached to client profiles, making it harder to reference past conversations.

💡 Recommendations: You need to build a system that stores all call notes directly within client profiles. This will help you access important information quickly. No more losing track of key details!

✅ Strengths: You manually collect reviews and testimonials, indicating you value client feedback.

❌ Opportunities for Improvement: There’s no system in place to automatically gather these insights.

💡 Recommendations: You need to build a system that automatically collects reviews and testimonials from clients. This will help you showcase your success stories effortlessly. No more chasing clients for feedback!

✅ Strengths: You have a manual offboarding process in place, which shows you care about client experience.

❌ Opportunities for Improvement: This process lacks automation and a follow-up schedule, which can lead to confusion.

💡 Recommendations: You need to build a system that automates the offboarding process and schedules follow-ups post-offboarding. This will ensure a smooth transition for clients. No more disorganized offboarding!

✅ Strengths: You’re manually tracking payments and calculating averages, indicating you’re attentive to financials.

❌ Opportunities for Improvement: However, you don’t track average client lifetime value or ensure payments are attached to profiles automatically.

💡 Recommendations: You need to build a system that tracks all payments and calculates lifetime value automatically. This will help you gain deeper insights into your financial health. No more manual calculations!