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

❌ Opportunities for Improvement: Tracking where your leads come from is done manually, which can be time-consuming and prone to errors.

💡 Recommendations: You need to build a system that automates lead source tracking. This will help you save time and ensure accuracy in understanding where your best leads originate. No more manual entries that can lead to mistakes or missed opportunities.

✅ Strengths: You have automated tracking of lead stages, which is excellent for managing the sales funnel effectively.

❌ Opportunities for Improvement: Follow-ups, leads that didn’t close, and sales tracking are all done manually, which can create inconsistencies.

💡 Recommendations: You need to build a system that tracks follow-ups and sales automatically. This will help you maintain a clear overview of your interactions and results without the hassle of manual calculations. No more worrying about lost follow-ups or missed sales insights.

✅ Strengths: You manually calculate your close rate, showing that you are aware of your performance metrics.

❌ Opportunities for Improvement: You’re missing out on tracking show rates, customer spend, and payment types, which are crucial for understanding your sales effectiveness.

💡 Recommendations: You need to build a system that tracks show rates and customer spending automatically. This will help you identify trends and adjust your approach to maximize sales opportunities. No more guessing about your client engagement or financial performance.

✅ Strengths: Your onboarding process is quick, taking less than an hour, which is great for client satisfaction.

❌ Opportunities for Improvement: The onboarding process is manual and linear, which can limit efficiency.

💡 Recommendations: You need to build a system that automates the onboarding process with customizable steps. This will help you streamline client transitions and reduce time spent on setup. No more repetitive tasks that take up valuable time.

✅ Strengths: You maintain a manual list of FAQs, indicating that you are proactive in addressing client needs.

❌ Opportunities for Improvement: Without an automated system, tracking client status, payment types, and important documents can lead to confusion.

💡 Recommendations: You need to build a system that consolidates all client data in one place. This will help you manage client relationships more effectively and ensure you have all necessary information at your fingertips. No more sifting through multiple documents or systems to find client details.

✅ Strengths: You consistently check in with clients using the same questions each week, which provides structure.

❌ Opportunities for Improvement: Missed check-ins and compliance rates are tracked manually, which can lead to oversight.

💡 Recommendations: You need to build a system that tracks check-in compliance and alerts you about missed check-ins. This will help you maintain engagement with your clients and ensure that no one falls through the cracks. No more relying on memory or manual lists to keep track of who’s checked in.

✅ Strengths: You review your sales calls with AI suggestions, which is a smart way to improve your technique.

❌ Opportunities for Improvement: Not taking notes or attaching them to client profiles can lead to lost insights.

💡 Recommendations: You need to build a system that automatically records and attaches call notes to client profiles. This will help you keep track of conversations and follow up more effectively. No more relying on memory or scattered notes to recall important client details.

✅ Strengths: You manually maintain a list of testimonials, showing that you value client feedback.

❌ Opportunities for Improvement: No automated collection or tracking of reviews and referrals can limit your ability to leverage client satisfaction.

💡 Recommendations: You need to build a system that automatically collects and organizes testimonials and referrals. This will help you showcase your successes easily and encourage more clients to share their positive experiences. No more missing out on valuable feedback that could attract new clients.

✅ Strengths: Currently, you do not have an offboarding process, which might be okay if your focus is on onboarding.

❌ Opportunities for Improvement: Without an offboarding process, you may miss opportunities for client retention or referrals.

💡 Recommendations: You need to build a system that outlines a clear offboarding process. This will help you leave a positive lasting impression and possibly encourage future referrals. No more uncertainty about how to handle clients who are exiting your services.

✅ Strengths: You manually calculate important financial metrics, which shows that you’re attentive to your business's financial health.

❌ Opportunities for Improvement: Tracking payments and customer lifetime value is missing, which is critical for financial insights.

💡 Recommendations: You need to build a system that tracks all payments and calculates customer lifetime value automatically. This will help you understand the financial impact of each client and improve financial forecasting. No more guessing about your revenue and client contributions.