✅ Strengths: You have multiple lead sources in place, which is great for diversifying your potential clients.

❌ Opportunities for Improvement: However, you’re manually tracking these leads, which can be time-consuming and prone to errors.

💡 Recommendations: You need to build a system that automates lead tracking across all sources. This will help you gain insights into which sources are most effective without the hassle of manual updates. No more worrying about missed opportunities due to human error.

✅ Strengths: You manually update the stages for your leads, which shows you’re keeping active tabs on their progress.

❌ Opportunities for Improvement: Not tracking where leads come from and not having follow-ups scheduled can lead to lost connections.

💡 Recommendations: You need to build a system that tracks lead sources automatically and schedules follow-ups. This will help you stay organized and ensure no lead falls through the cracks. No more missed follow-ups or confusion about lead origins.

✅ Strengths: You have a good grasp on your sales metrics, calculating them manually.

❌ Opportunities for Improvement: However, tracking objections and reviewing calls manually can be labor-intensive and may not give you the full picture.

💡 Recommendations: You need to build a system that tracks sales metrics, objections, and call reviews automatically. This will help you analyze your sales process more efficiently and make data-driven adjustments. No more manual calculations that could lead to inaccuracies.

✅ Strengths: Your onboarding process is fully automated, which saves you time and ensures a smooth start for new clients.

❌ Opportunities for Improvement: However, the lack of alerts for missed check-ins may lead to disengagement.

💡 Recommendations: You need to build a system that sends alerts if a client misses check-ins. This will help you proactively engage with clients who may need extra support. No more waiting for clients to reach out to you.

✅ Strengths: You have a solid automated setup for viewing client status, payments, and check-ins.

❌ Opportunities for Improvement: Yet, maintaining a list of procedures and FAQs manually can be burdensome.

💡 Recommendations: You need to build a system that houses all procedures and FAQs in one place. This will help you streamline information access for your clients and reduce the time spent answering repetitive questions. No more searching through documents for answers.

✅ Strengths: Your check-in system is consistent, and you track who checks in automatically.

❌ Opportunities for Improvement: The lack of logic-based questions and tracking consistency rates could hinder your ability to gather detailed insights.

💡 Recommendations: You need to build a system that incorporates logic-based check-in questions and tracks consistency rates. This will help you tailor your questions better to individual client needs, leading to more meaningful engagement. No more generic questions that may not resonate with every client.

✅ Strengths: You have an organized way to track all client calls.

❌ Opportunities for Improvement: However, call notes aren’t automatically attached to client profiles, which might lead to information gaps.

💡 Recommendations: You need to build a system that attaches call notes directly to client profiles. This will help you access all relevant information quickly and improve your follow-ups. No more digging through separate documents for notes.

✅ Strengths: You keep track of reviews, referrals, and testimonials manually, which shows your commitment to client feedback.

❌ Opportunities for Improvement: However, not having an automated system for collecting these could mean missed opportunities for social proof.

💡 Recommendations: You need to build a system that automatically collects and organizes reviews, testimonials, and referrals. This will help you showcase your success more effectively and save you time. No more relying solely on clients to provide feedback voluntarily.

✅ Strengths: Your offboarding process is fully automated, which is excellent for maintaining professionalism.

❌ Opportunities for Improvement: The lack of an automatic follow-up schedule after offboarding might leave clients without a clear next step.

💡 Recommendations: You need to build a system that sets a follow-up schedule automatically after offboarding. This will help maintain engagement with clients for future referrals or re-engagement opportunities. No more waiting for clients to remember you after they’ve completed their journey.

✅ Strengths: You manually track payments and have a good overview of client transactions.

❌ Opportunities for Improvement: The lack of automatic attachment for payments to client profiles can hinder your financial tracking.

💡 Recommendations: You need to build a system that automatically attaches payments to client profiles. This will help you keep your financial records organized and easily accessible. No more juggling multiple documents for payment information.