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

❌ Opportunities for Improvement: The manual tracking can be time-consuming and prone to error.

💡 Recommendations: You need to build a lead generation system that automatically tracks where your leads are coming from. This will help you gain insights into your most effective channels without the hassle of manual tracking.

✅ Strengths: You are tracking the stages and follow-ups for each lead manually, which shows diligence.

❌ Opportunities for Improvement: Manual tracking can lead to inconsistencies and missed opportunities.

💡 Recommendations: You need to build a lead tracking system that updates stages and follow-ups automatically. This will help you keep your leads organized and ensure no one falls through the cracks, eliminating the risk of losing potential clients.

✅ Strengths: You calculate your close rate and track sales manually, showing an understanding of your performance.

❌ Opportunities for Improvement: Lack of automated tracking can complicate your sales analysis.

💡 Recommendations: You need to build a sales tracking system that links your sales directly to lead sources. This will help you understand which channels are converting best, allowing you to focus your efforts effectively.

✅ Strengths: You have a staged onboarding process and it takes less than an hour to complete.

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

💡 Recommendations: You need to build an onboarding system that automates the setup of each onboarding step. This will help you save time and provide a consistent experience for every client, making onboarding feel seamless.

✅ Strengths: You filter clients manually by status, stage, and compliance, which shows you’re attentive.

❌ Opportunities for Improvement: The manual process can be cumbersome and inefficient.

💡 Recommendations: You need to build a client management system that allows you to view all clients by various filters automatically. This will help you manage your relationships better and react swiftly to changes in client status.

✅ Strengths: You have a consistent check-in process, which is great for maintaining client engagement.

❌ Opportunities for Improvement: Manual tracking of check-ins can lead to missed opportunities to support clients.

💡 Recommendations: You need to build a check-in system that automatically tracks client responses and alerts you about missed check-ins. This will help you stay on top of client needs and improve retention rates.

✅ Strengths: You review calls when necessary, indicating a commitment to improving your sales approach.

❌ Opportunities for Improvement: The lack of a structured system for tracking call notes can lead to missed insights.

💡 Recommendations: You need to build a call management system that automatically attaches notes to client profiles. This will help you keep track of important discussions and follow-ups without having to remember everything.

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

❌ Opportunities for Improvement: Manual collection can slow down the process of gaining social proof.

💡 Recommendations: You need to build a testimonials system that automatically collects and organizes client feedback. This will help you showcase your successes more effectively and save you time.

✅ Strengths: You have a manual offboarding process in place, which is essential for wrapping up client relationships.

❌ Opportunities for Improvement: The process could be more efficient with automation.

💡 Recommendations: You need to build an offboarding system that sets the next follow-up schedule automatically. This will help ensure a smooth transition and maintain connections with former clients.

✅ Strengths: You track payments and calculate average transaction amounts manually, showing you’re on top of your finances.

❌ Opportunities for Improvement: Manual tracking can lead to errors and inefficiencies.

💡 Recommendations: You need to build a financial management system that automatically attaches payments to client profiles and tracks their lifetime value. This will help you maintain an accurate financial overview without the risk of miscalculations.