✅ Strengths: You have multiple lead sources in place, which is a great start for diversifying your client base.

❌ Opportunities for Improvement: While you track leads manually, there’s a chance for errors and inefficiencies in your process.

💡 Recommendations: You need to build a system that automates lead tracking and integrates with your various lead sources. This will help you gather data effortlessly and analyze what’s working best without the hassle of manual tracking.

✅ Strengths: You manually track the sources of your leads, which shows that you’re aware of where your potential clients are coming from.

❌ Opportunities for Improvement: The manual tracking process can be time-consuming and prone to mistakes, especially as your lead volume increases.

💡 Recommendations: You need to build a system that allows for automatic lead source tracking. This will help you save time and ensure accuracy, making it easier to focus on converting leads to clients.

✅ Strengths: You keep detailed manual records of your sales, which shows you’re committed to understanding your sales process.

❌ Opportunities for Improvement: Not tracking your close rate and show rate means you’re missing key insights that can improve your sales strategies.

💡 Recommendations: You need to build a system that tracks your close rate and show rate automatically. This will help you identify patterns and areas for improvement, ensuring you’re maximizing every potential sale.

✅ Strengths: Your onboarding process is fully automated and staged, which allows for a smooth transition for new clients.

❌ Opportunities for Improvement: Although the onboarding is automated, it takes longer than it should to complete, which can delay client engagement.

💡 Recommendations: You need to build a system that simplifies the onboarding steps to reduce the time it takes. This will help you engage clients faster and improve their initial experience.

✅ Strengths: You have a clear method for tracking client information and statuses manually, which helps you stay organized.

❌ Opportunities for Improvement: Without a consolidated system, managing data across different fields can become cumbersome as your client base grows.

💡 Recommendations: You need to build a system that consolidates all client information in one place. This will help you manage client relationships more efficiently and reduce the risk of losing important data.

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

❌ Opportunities for Improvement: Manual tracking of missed check-ins and lack of a logic-based system can lead to missed follow-ups and client disengagement.

💡 Recommendations: You need to build a system that automatically tracks check-ins and alerts you when clients miss multiple check-ins. This will help you stay connected with your clients and ensure they remain engaged.

✅ Strengths: You have a system to automatically attach client check-ins and records to profiles, which is beneficial for tracking interactions.

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

💡 Recommendations: You need to build a system that allows you to take and attach notes to client profiles during calls. This will help you retain important information and follow up more effectively.

✅ Strengths: You manually track testimonials and referrals, showing that you value client feedback.

❌ Opportunities for Improvement: Not having an automated collection process means you may miss out on valuable testimonials that could help attract new clients.

💡 Recommendations: You need to build a system that automatically collects and organizes testimonials and referrals for you. This will help you leverage client feedback without additional manual effort.

✅ Strengths: You have a manual offboarding process in place, ensuring clients are properly transitioned out.

❌ Opportunities for Improvement: Manually scheduling follow-ups after offboarding can lead to missed opportunities for future engagement.

💡 Recommendations: You need to build a system that automates the offboarding process and follow-up scheduling. This will help you maintain relationships with former clients and possibly encourage them to return.

✅ Strengths: You automatically track all payments, which is essential for financial transparency.

❌ Opportunities for Improvement: Calculating average client LTV and transaction amounts manually can lead to inaccuracies and time spent on calculations.

💡 Recommendations: You need to build a system that automatically calculates and tracks average transaction amounts and client LTV. This will help you understand the financial health of your client relationships without the manual effort.