✅ Strengths: You have multiple lead sources in place and are actively tracking them manually. This shows you have a proactive approach to generating leads.

❌ Opportunities for Improvement: Manual tracking can be tedious and prone to errors. You lack a system that consolidates this information effectively.

💡 Recommendations: You need to build a system that automatically tracks and manages your lead sources. This will help you save time and reduce errors, allowing you to focus more on converting leads rather than tracking them.

✅ Strengths: You track your leads manually, which means you're aware of where they come from.

❌ Opportunities for Improvement: Not tracking lead stages and show rates leaves gaps in your understanding of your sales funnel.

💡 Recommendations: You need to build a system that tracks each lead’s stage and show rate automatically. This will help you identify where leads drop off and improve your follow-up strategies, leading to higher conversion rates.

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

❌ Opportunities for Improvement: Lack of tracking for objections and call notes can hinder your ability to improve your sales techniques.

💡 Recommendations: You need to build a system that automatically logs sales calls and tracks objections. This will help you refine your sales approach based on real feedback, improving your overall effectiveness in closing deals.

✅ Strengths: You have a staged onboarding process in place, which ensures that clients receive structured guidance.

❌ Opportunities for Improvement: Manual onboarding can be time-consuming and inconsistent across clients.

💡 Recommendations: You need to build a system that automates your onboarding process and tracks client progress. This will help you streamline the onboarding experience, reduce time spent on manual tasks, and provide a consistent experience for all clients.

✅ Strengths: You manually filter client data, showing you keep a close eye on client status and compliance.

❌ Opportunities for Improvement: Lack of automatic attachment of client records can lead to missing information.

💡 Recommendations: You need to build a system that consolidates all client data, including check-ins, call notes, and payment records, into their profiles. This will help you access important information quickly and ensure no detail is overlooked.

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

❌ Opportunities for Improvement: Manually tracking missed check-ins and consistency rates can lead to oversight.

💡 Recommendations: You need to build a system that automatically tracks check-ins and alerts you of missed sessions. This will help you maintain client accountability and engagement, ensuring they stay on track with their goals.

✅ Strengths: You track client calls manually, indicating that you recognize the value of these communications.

❌ Opportunities for Improvement: Not taking notes during calls can lead to missed insights and follow-up opportunities.

💡 Recommendations: You need to build a system that automatically records and attaches call notes to client profiles. This will help you retain valuable information from conversations, making your follow-ups more personalized and effective.

✅ Strengths: Currently, you don’t have a formal process for collecting testimonials, but you’re aware of their importance.

❌ Opportunities for Improvement: Missing a system to track referrals and testimonials means you're missing out on potential marketing leverage.

💡 Recommendations: You need to build a system that automatically collects and tracks testimonials and referrals. This will help you showcase client success stories more effectively, enhancing your credibility and attracting new clients.

✅ Strengths: You have a manual offboarding process, which shows you're attentive to client transitions.

❌ Opportunities for Improvement: Lack of automation in offboarding can lead to inconsistencies and missed follow-ups.

💡 Recommendations: You need to build a system that automates your offboarding process and schedules follow-ups. This will help ensure that no client is forgotten and that you maintain a positive relationship even after they’ve completed their program.

✅ Strengths: You automatically track payments and calculate average transaction amounts, which keeps your financials organized.

❌ Opportunities for Improvement: Not having payments attached to client profiles can complicate your financial tracking.

💡 Recommendations: You need to build a system that automatically attaches payment records to client profiles. This will help you manage financial data more efficiently and ensure you have a complete overview of each client’s financial history.