✅ Strengths: You have multiple lead sources in place and track them manually, which shows you're proactive in understanding where your leads are coming from.

❌ Opportunities for Improvement: However, linking sales back to these lead sources could provide deeper insights into which channels are most effective.

💡 Recommendations: You need to build a system that automatically connects sales to their respective lead sources. This will help you identify which channels yield the highest return, allowing you to focus your efforts more effectively.

✅ Strengths: You’re already tracking the stages of your leads automatically, which is a great step towards understanding your sales funnel.

❌ Opportunities for Improvement: Tracking follow-ups, objections, and show rates manually can be time-consuming and prone to error.

💡 Recommendations: You need to build a system that tracks follow-ups and objections automatically. This will help you stay organized and ensure you never miss an opportunity to address client concerns or follow up on leads. No more manual tracking headaches!

✅ Strengths: You have a clear process for calculating your close rate and monitoring your average customer spend, which indicates you’re measuring your sales effectiveness.

❌ Opportunities for Improvement: However, you lack automation in tracking sales data and customer interactions, which can lead to missed opportunities.

💡 Recommendations: You need to build a system that automatically tracks all sales transactions and links them with client profiles. This will help you analyze your sales patterns quickly, making it easier to adjust your strategies as needed.

✅ Strengths: Your onboarding process is fully automated and takes less than an hour, which is efficient and client-friendly.

❌ Opportunities for Improvement: While the process is automated, it's still a bit linear, and there's potential to enhance client experience further.

💡 Recommendations: You need to build a system that personalizes the onboarding experience based on individual client needs and progress. This will help you engage clients better and ensure they're set up for success from the start.

✅ Strengths: You manually filter clients by various important criteria, showing you’re attentive to their needs and statuses.

❌ Opportunities for Improvement: However, tracking all client-related information manually can be cumbersome and time-consuming.

💡 Recommendations: You need to build a client management system that consolidates all client data in one place. This will help you access vital information quickly, improving your responsiveness and overall client care.

✅ Strengths: Your check-in process adapts based on client responses, which shows you’re committed to personalized care.

❌ Opportunities for Improvement: Without tracking missed check-ins or alerting you to consistency issues, you might overlook clients who need extra support.

💡 Recommendations: You need to build a system that automatically tracks client check-ins and alerts you if someone misses multiple check-ins in a row. This way, you can proactively reach out to clients who may be struggling.

✅ Strengths: You track call notes automatically, which helps you remember key details from your client interactions.

❌ Opportunities for Improvement: However, manually tracking all client calls can lead to disorganization.

💡 Recommendations: You need to build a system that attaches call notes directly to client profiles automatically. This will create a seamless flow of information and ensure you have everything you need at your fingertips.

✅ Strengths: While you don’t currently track testimonials, the fact that you're aware of their importance is a good start.

❌ Opportunities for Improvement: Not having a systematic way to collect and utilize testimonials can hinder your marketing efforts.

💡 Recommendations: You need to build a system that automatically collects and organizes client reviews and testimonials. This will help you easily showcase your success stories and attract new clients.

✅ Strengths: You have a manual offboarding process in place, indicating you care about your clients' transition.

❌ Opportunities for Improvement: An automated offboarding process could improve efficiency and client experience.

💡 Recommendations: You need to build a system that automates the offboarding process and schedules follow-ups after clients leave. This will help you maintain a relationship with former clients and potentially turn them into referrals.

✅ Strengths: You track financial metrics such as payment types and average transaction amounts manually, which shows you’re keeping a close eye on your finances.

❌ Opportunities for Improvement: However, manually tracking payments can lead to errors and missed details.

💡 Recommendations: You need to build a system that automatically tracks all payments and attaches them to client profiles. This will streamline your financial management and provide you with accurate insights into your business's monetary health.