✅ Strengths: You have multiple lead sources in place, which shows you're proactive in finding potential clients.

❌ Opportunities for Improvement: You aren't currently tracking where your leads are coming from, which limits your understanding of which sources are most effective.

💡 Recommendations: You need to build a system that automatically tracks lead sources for you. This will help you identify which channels bring in the most clients, allowing you to focus your marketing efforts more effectively. No more guessing where your best leads come from.

✅ Strengths: You manually keep track of leads who didn’t close, which is a good start in maintaining awareness of your sales process.

❌ Opportunities for Improvement: However, you’re not tracking the stages of your leads, follow-ups, or your overall sales metrics, which means you might miss valuable insights.

💡 Recommendations: You need to build a system that tracks leads through all stages automatically. This will help you manage your sales pipeline efficiently, ensuring no lead slips through the cracks. No more manual tracking that could lead to oversight.

✅ Strengths: You have a basic understanding of your sales process, as you keep track of leads manually.

❌ Opportunities for Improvement: You’re not tracking your close rate, show rate, or objections during calls, which are critical metrics for improving sales performance.

💡 Recommendations: You need to build a system that automatically records sales metrics such as close rates and objections. This will help you refine your sales strategies and improve conversion rates. No more uncertainty about what’s working and what isn’t.

✅ Strengths: You have a linear onboarding process set up, which is efficient and quick.

❌ Opportunities for Improvement: The onboarding steps are done manually, which can be time-consuming and prone to errors.

💡 Recommendations: You need to build a system that automates your onboarding process fully. This will help you save time and ensure consistency for all new clients. No more manual setup that could slow down your workflow.

✅ Strengths: You can manually filter clients by status and compliance, which shows you have a fundamental understanding of client management.

❌ Opportunities for Improvement: However, you’re not tracking clients by payment type, amount, or lifecycle, which could give you deeper insights into your business.

💡 Recommendations: You need to build a system that organizes client profiles automatically, including all relevant data points. This will help you manage your client relationships more effectively and provide tailored services. No more sifting through data manually.

✅ Strengths: Your check-in process uses the same questions each week, providing a consistent experience for clients.

❌ Opportunities for Improvement: You’re not tracking check-in consistency or who missed check-ins, which can hinder your ability to follow up effectively.

💡 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 ensure they receive the support they need. No more missed opportunities for connection.

✅ Strengths: You engage with clients through calls, which is essential for building relationships.

❌ Opportunities for Improvement: However, you’re not taking notes or tracking these calls, which could lead to lost insights.

💡 Recommendations: You need to build a system that records call notes and attaches them to client profiles automatically. This will help you maintain continuity in client conversations and provide better service. No more forgetting important details.

✅ Strengths: You’re aware of the value of testimonials but currently don’t have a system in place to gather them.

❌ Opportunities for Improvement: Not tracking who gave you a review or referral means you’re missing out on potential marketing opportunities.

💡 Recommendations: You need to build a system that automatically collects and organizes testimonials and referrals. This will help you showcase your success stories and attract more clients. No more relying on memory or manual collection.

✅ Strengths: Currently, you have no formal offboarding process, which means you might not be closing the loop with clients.

❌ Opportunities for Improvement: Without an offboarding process, you're missing a chance to gather feedback and nurture past clients for potential referrals or re-engagement.

💡 Recommendations: You need to build a system that standardizes your offboarding process. This will help you ensure that clients leave on a positive note and that you gather valuable insights for the future. No more haphazard departures.

✅ Strengths: You manually track payments, showing that you are aware of your financials.

❌ Opportunities for Improvement: However, you’re not tracking average transaction amounts or attaching payments automatically to client profiles, which can create discrepancies.

💡 Recommendations: You need to build a system that tracks all financial transactions and links them to client profiles. This will help you manage your finances more accurately and improve cash flow visibility. No more manual tracking that could lead to errors.