✅ Strengths: You have multiple lead sources in place, which is a solid foundation for attracting potential clients.

❌ Opportunities for Improvement: While you track leads manually, this can be time-consuming and prone to errors.

💡 Recommendations: You need to build a system that tracks leads automatically, so you never lose a potential client again. This will help you focus on converting leads rather than managing spreadsheets.

✅ Strengths: You are aware of where your leads are coming from, which is essential for effective marketing.

❌ Opportunities for Improvement: Currently, you don't track the stages of your leads or their follow-ups, which could help you understand your sales pipeline better.

💡 Recommendations: You need to build a system that tracks lead stages and follow-ups automatically. This will help you manage your leads more effectively, ensuring that no one slips through the cracks.

✅ Strengths: You have a diverse array of leads coming in.

❌ Opportunities for Improvement: Tracking your close rate and show rate is missing, which are critical metrics for assessing sales performance.

💡 Recommendations: You need to build a system that tracks your close rate and show rate automatically. This will help you identify areas where you can improve your sales process, increasing your conversion rates.

✅ Strengths: You have a staged onboarding process, which is great for tailoring the experience to each client.

❌ Opportunities for Improvement: Your onboarding is done manually, which can be inefficient and time-consuming.

💡 Recommendations: You need to build a system that automates your onboarding process. This will help you save time and provide a smoother experience for your clients, allowing you to focus on their training rather than logistics.

✅ Strengths: You have a clear idea of managing your clients and their needs.

❌ Opportunities for Improvement: Tracking client status, stage, and payment information is currently manual, making it harder to manage your client lifecycle effectively.

💡 Recommendations: You need to build a system that consolidates all client data, including status and payment information, in one place. This will help you manage your relationships more efficiently, ensuring you know exactly where each client stands.

✅ Strengths: Your check-in process is consistent with the same questions each week.

❌ Opportunities for Improvement: You don't have a tracking system for who hasn't checked in or alerts for missed check-ins, which could hinder accountability.

💡 Recommendations: You need to build a system that tracks check-in consistency and alerts you when clients miss check-ins. This will help you stay on top of client engagement and support.

✅ Strengths: You are proactive in your client calls, but there’s room for improvement in documentation.

❌ Opportunities for Improvement: You don’t track call notes or manage call data, which can lead to missed information.

💡 Recommendations: You need to build a system that automatically tracks call notes and attaches them to client profiles. This will help you keep all relevant information at your fingertips, enhancing your follow-up strategy.

✅ Strengths: You have automated Instagram story review screenshots, which is a great way to showcase client success.

❌ Opportunities for Improvement: There’s no system for collecting referrals, reviews, or testimonials, which could enhance your reputation and client trust.

💡 Recommendations: You need to build a system that automates the collection of reviews and testimonials. This will help you gather valuable social proof effortlessly, boosting your credibility.

✅ Strengths: You have identified an offboarding process, but it’s currently manual.

❌ Opportunities for Improvement: Automating this process could streamline client transitions and improve their experience.

💡 Recommendations: You need to build a system that automates your offboarding process and schedules follow-ups post-offboarding. This will help you maintain a good relationship even after clients leave.

✅ Strengths: You have a basic understanding of your financial processes.

❌ Opportunities for Improvement: Currently, you don’t track payments, transaction amounts, or client lifetime value, which are crucial for financial health.

💡 Recommendations: You need to build a system that tracks all payments and ties them to client profiles. This will help you gain insights into your revenue and client value, aiding in financial planning.