✅ Strengths: You have multiple lead sources in place and are manually tracking them.

❌ Opportunities for Improvement: While you have various lead sources, tracking them manually can be time-consuming and prone to errors.

💡 Recommendations: You need to build a system that automatically tracks and analyzes your lead sources. This will help you understand which channels are most effective in bringing in clients. No more manual tracking means you can focus more on connecting with potential clients.

✅ Strengths: You’re manually tracking where your leads are coming from and updating their stages.

❌ Opportunities for Improvement: The manual process can lead to inconsistencies and missed opportunities.

💡 Recommendations: You need to build a system that tracks leads automatically and updates their stages in real-time. This will help you manage your sales pipeline more efficiently. No more worrying about losing track of leads will allow you to engage with them at the right moment.

✅ Strengths: You manually track your sales and keep a list of objections.

❌ Opportunities for Improvement: You don’t currently track your close rate or show rate, which are crucial for understanding sales performance.

💡 Recommendations: You need to build a system that tracks your close rate and show rate automatically. This will help you analyze your sales effectiveness and improve your closing strategies. No more guesswork means you can make data-driven decisions to boost sales.

✅ Strengths: Your onboarding process is straightforward and takes less than an hour.

❌ Opportunities for Improvement: The process is manual and could be streamlined for better efficiency.

💡 Recommendations: You need to build a system that automates your onboarding process, ensuring that all steps are triggered seamlessly. This will help you save time and provide a smoother experience for your clients. No more manual steps means you can onboard more clients efficiently.

✅ Strengths: You can view clients by payment type, amount, next payment date, and customer lifecycle automatically.

❌ Opportunities for Improvement: You’re missing a comprehensive view of client status and training compliance.

💡 Recommendations: You need to build a system that consolidates all client information, including status and training compliance, in one place. This will help you manage your clients more effectively. No more fragmented data means you can provide better support and track client progress easily.

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

❌ Opportunities for Improvement: You manually track missed check-ins and do not have a system to alert you of consistency rates.

💡 Recommendations: You need to build a system that tracks check-ins automatically and alerts you when clients miss multiple check-ins. This will help you stay on top of client engagement. No more missed follow-ups means you can maintain better communication with your clients.

✅ Strengths: You take notes on client calls and manually attach them to profiles.

❌ Opportunities for Improvement: There is no centralized place for tracking client calls.

💡 Recommendations: You need to build a system that records and organizes all client calls and notes automatically. This will help you keep track of conversations and follow-ups efficiently. No more searching for notes means you can provide a more personalized experience for each client.

✅ Strengths: You maintain a manual list of FAQs and track referrals.

❌ Opportunities for Improvement: You don’t have an automated system for collecting testimonials or referrals.

💡 Recommendations: You need to build a system that automatically collects and organizes testimonials and referrals from clients. This will help you showcase your success stories effectively. No more manual tracking means you can easily highlight your achievements to attract new clients.

✅ Strengths: You have a manual offboarding process in place.

❌ Opportunities for Improvement: The process lacks automation and could be improved for efficiency.

💡 Recommendations: You need to build a system that automates your offboarding process and sets follow-up schedules after offboarding. This will help you maintain relationships with former clients. No more manual processes means you can ensure a smooth transition for clients leaving your services.

✅ Strengths: Payments are automatically attached to client profiles, and you manually track payments.

❌ Opportunities for Improvement: You do not track average transaction amounts or client Lifetime Value (LTV).

💡 Recommendations: You need to build a system that calculates average transaction amounts and LTV automatically. This will help you understand your revenue better. No more manual calculations means you can focus on strategies for increasing profitability.