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

❌ Opportunities for Improvement: However, tracking these leads manually can be cumbersome and prone to errors.

💡 Recommendations: You need to build a system that automates lead tracking from different sources. This will help you save time and reduce mistakes. No more manual tracking means you can focus on nurturing your leads instead of organizing them.

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

❌ Opportunities for Improvement: Manual tracking across various stages and sources can lead to inconsistencies and lost leads.

💡 Recommendations: You need to build a system that tracks your leads automatically through each stage of the sales funnel. This will help you understand where each lead stands in real-time, minimizing the chances of losing potential clients.

✅ Strengths: You manually calculate your close rate, which shows you are aware of this important metric.

❌ Opportunities for Improvement: However, tracking sales manually can be time-consuming and may miss important insights.

💡 Recommendations: You need to build a system that tracks sales and calculates your close rate automatically. This will help you easily identify trends and areas for improvement. No more manual calculations means you can focus on refining your sales strategy.

✅ Strengths: Your onboarding process is staged, which allows for a structured approach.

❌ Opportunities for Improvement: Since it’s manual, it can be slow and inconsistent, taking more than an hour to complete.

💡 Recommendations: You need to build a system that automates your onboarding process. This will help streamline the experience for your clients and reduce the time spent on onboarding. No more delays means your clients will start benefiting from your services sooner.

✅ Strengths: You keep track of client information manually, which shows you're organized.

❌ Opportunities for Improvement: However, not having a centralized system means you might struggle to access important client details quickly.

💡 Recommendations: You need to build a system that consolidates all client information in one place. This will help you easily access client profiles and keep track of their progress without digging through notes.

✅ Strengths: You have a consistent check-in process with the same questions each week, which is great for tracking client progress.

❌ Opportunities for Improvement: The lack of a logic-based system might mean you miss important follow-ups or insights.

💡 Recommendations: You need to build a system that automates check-ins based on client responses. This will help you tailor your follow-ups and ensure no important details are overlooked. No more manual checking means you’ll have more time to engage with your clients.

✅ Strengths: You track your calls, but it seems to be a manual process.

❌ Opportunities for Improvement: Not having a dedicated system for call notes can lead to important insights being lost.

💡 Recommendations: You need to build a system that logs calls and attaches notes directly to client profiles. This will help you keep track of important conversations and follow-ups. No more lost information means you can provide a more personalized experience for each client.

✅ Strengths: You manually track testimonials, which shows you value client feedback.

❌ Opportunities for Improvement: However, not having an automated system can lead to missed opportunities for gathering testimonials.

💡 Recommendations: You need to build a system that automatically collects and organizes testimonials from clients. This will help you showcase your success stories more effectively. No more manual tracking means you can easily share positive client experiences.

✅ Strengths: You have a manual offboarding process, which shows you care about closing out client relationships properly.

❌ Opportunities for Improvement: This can be time-consuming and lacks the efficiency of automation.

💡 Recommendations: You need to build a system that automates the offboarding process. This will help ensure a smooth transition for clients and free up your time. No more manual processes means you can focus on acquiring new clients.

✅ Strengths: You track average customer spend and client Lifetime Value (LTV) automatically, which is a strong point for your financial insights.

❌ Opportunities for Improvement: However, tracking payments manually can introduce errors and complexity.

💡 Recommendations: You need to build a system that automatically tracks all payments and attaches them to client profiles. This will help you manage finances more accurately and easily monitor client payment histories. No more manual tracking means fewer errors and smoother operations.