✅ Strengths: You have multiple lead sources in place, and you’re manually tracking them.

❌ Opportunities for Improvement: Your tracking process is manual, which can lead to errors and inefficiencies.

💡 Recommendations: You need to build a system that automates lead source tracking. This will help you easily identify which sources are most effective. No more manually updating each lead source and risking oversight.

✅ Strengths: You are currently tracking where your leads come from and their stages manually.

❌ Opportunities for Improvement: Manual tracking can be cumbersome and time-consuming, especially as your lead volume grows.

💡 Recommendations: You need to build a CRM that tracks leads automatically and links them with their sources. This will help you analyze your lead performance effortlessly. No more digging through spreadsheets to understand your lead flow.

✅ Strengths: You are tracking follow-ups and have a system for recording call notes automatically.

❌ Opportunities for Improvement: You do not track your close rate or show rate, which are crucial metrics for evaluating your sales effectiveness.

💡 Recommendations: You need to build a reporting system that automatically calculates your close rate and show rate. This will help you identify areas for improvement in your sales process. No more guesswork about how effective your follow-ups are.

✅ Strengths: You have a staged onboarding process, although it’s manually managed.

❌ Opportunities for Improvement: The onboarding process takes over an hour and is not automated, which could lead to inconsistencies.

💡 Recommendations: You need to build an onboarding system that automates each step of the process. This will help you reduce onboarding time and ensure a consistent experience for every client. No more manually deciding each step for clients.

✅ Strengths: You manually filter clients by status, stage, and compliance metrics.

❌ Opportunities for Improvement: Your client management lacks automation, making it difficult to track all necessary information in one place.

💡 Recommendations: You need to build a centralized client management system that automatically displays all client information, including status and compliance. This will help you manage your clients more efficiently. No more switching between documents to find client details.

✅ Strengths: You have a standardized check-in process with consistent questions.

❌ Opportunities for Improvement: Your system does not track check-in consistency or alert you when clients miss check-ins.

💡 Recommendations: You need to build a check-in system that monitors consistency and alerts you if a client misses multiple check-ins. This will help you stay engaged with your clients and improve retention. No more uncertainty about who is falling behind.

✅ Strengths: You track calls manually and have automated note-taking.

❌ Opportunities for Improvement: While notes are organized, the manual call tracking process can lead to disorganization.

💡 Recommendations: You need to build a comprehensive call management system that integrates call tracking with client profiles. This will help you access call history easily. No more searching through separate documents for call details.

✅ Strengths: You keep track of reviews, referrals, and testimonials manually.

❌ Opportunities for Improvement: The manual collection process can be inefficient and time-consuming.

💡 Recommendations: You need to build a system that automatically collects and organizes reviews, testimonials, and referrals. This will help you showcase your work more effectively. No more tedious manual processes to gather client feedback.

✅ Strengths: Currently, you do not have an offboarding process.

❌ Opportunities for Improvement: An offboarding process is crucial for maintaining relationships and ensuring smooth transitions.

💡 Recommendations: You need to build an offboarding system that guides you through the process automatically. This will help you leave a positive impression on clients even after they finish your program. No more uncertainty about how to handle offboarding.

✅ Strengths: You track payments manually, which shows you are keeping an eye on finances.

❌ Opportunities for Improvement: You do not track metrics like average transaction amount or client lifetime value, which are important for financial insights.

💡 Recommendations: You need to build a financial tracking system that automatically records all payments and calculates average transaction amounts and lifetime value. This will help you understand your financial health at a glance. No more complicated manual calculations.