✅ Strengths: You have multiple lead sources in place, giving you a diverse range of potential clients.

❌ Opportunities for Improvement: However, you're tracking leads manually, which can lead to inefficiencies and potential errors in your data.

💡 Recommendations: You need to build a system that automatically collects and tracks leads from all your sources. This will help you ensure that no potential client is overlooked, allowing for smoother management of your leads.

✅ Strengths: You manually track lead stages, which shows you're keeping a pulse on your sales funnel.

❌ Opportunities for Improvement: But without automated tracking, it may become cumbersome as your leads grow.

💡 Recommendations: You need to build a system that tracks lead stages automatically, so you can focus on nurturing relationships rather than sorting through data. This will help you keep your sales pipeline flowing smoothly.

✅ Strengths: You maintain manual trackers for your sales and have automated call notes.

❌ Opportunities for Improvement: However, without tracking your close rates and sales linked to lead sources, you’re missing valuable insights that could guide your business strategy.

💡 Recommendations: You need to build a system that integrates sales tracking with lead sources, so you can directly measure the effectiveness of your marketing efforts. This will help you identify which channels yield the best results.

✅ Strengths: Your onboarding process is staged and automated based on client progress, which is a great start.

❌ Opportunities for Improvement: It could be more efficient if you could automate all aspects of onboarding.

💡 Recommendations: You need to build a system that fully automates your onboarding, including notifications and follow-ups, allowing new clients to transition smoothly. This will save you time and enhance the client experience.

✅ Strengths: You’re doing well by filtering clients manually based on status and compliance.

❌ Opportunities for Improvement: However, not having all important client information automatically attached to their profiles can lead to disorganization.

💡 Recommendations: You need to build a system that automatically collects and attaches all client documents and interactions to their profiles. This will streamline your workflow and keep everything at your fingertips.

✅ Strengths: Your check-in system is logic-based and adapts to client responses, which improves engagement.

❌ Opportunities for Improvement: Still, tracking missed check-ins manually can be labor-intensive and error-prone.

💡 Recommendations: You need to build a system that automatically tracks client check-ins and alerts you when someone falls behind. This will help you proactively reach out and keep clients accountable.

✅ Strengths: You automatically record notes during calls, which helps with accountability.

❌ Opportunities for Improvement: The manual attachment of call notes to client profiles can be cumbersome.

💡 Recommendations: You need to build a system that automatically attaches call notes to client profiles. This will streamline your process and ensure you always have access to the latest information with minimal effort.

✅ Strengths: You keep a manual list of testimonials, showing you value client feedback.

❌ Opportunities for Improvement: However, without a system to collect testimonials automatically, you might miss out on valuable content.

💡 Recommendations: You need to build a system that automatically collects and organizes testimonials and reviews from clients. This will save you time and ensure you have a steady stream of authentic feedback to showcase.

✅ Strengths: You have a manual offboarding process in place, which helps you wrap things up with clients.

❌ Opportunities for Improvement: Still, without automation, this process can be inefficient and time-consuming.

💡 Recommendations: You need to build a system that automates your offboarding process, including follow-up communications. This will ensure a smoother transition and potentially keep the door open for future engagements.

✅ Strengths: You keep track of payments and averages manually, which shows diligence in managing client finances.

❌ Opportunities for Improvement: However, the lack of automated tracking can lead to inconsistencies and discrepancies in your records.

💡 Recommendations: You need to build a system that automatically tracks payments and integrates them into client profiles. This will enhance accuracy and provide a clear financial overview.