✅ Strengths: You have multiple lead sources in place, which is a great start for generating interest in your services.

❌ Opportunities for Improvement: However, you’re currently manually tracking these leads, which can be inefficient and error-prone.

💡 Recommendations: You need to build a system that automates lead generation and tracking. This will help you streamline your process and ensure you’re capturing all potential clients consistently. No more manual entries or lost leads.

✅ Strengths: You’re currently tracking your leads, albeit manually, which shows you’re aware of the importance of monitoring where your leads come from.

❌ Opportunities for Improvement: There’s a lack of systematic tracking of lead stages, follow-ups, and other metrics.

💡 Recommendations: You need to build a system that tracks the stages of your leads and automates follow-ups. This will help you manage your sales pipeline effectively and ensure no lead slips through the cracks.

✅ Strengths: You keep track of your sales manually, showing a commitment to understanding your performance.

❌ Opportunities for Improvement: However, you’re not tracking your close rate systematically or analyzing objections during sales calls.

💡 Recommendations: You need to build a system that tracks your sales performance automatically and analyzes objections. This will help you refine your sales techniques and improve your closing rate over time.

✅ Strengths: You have a staged onboarding process, which shows you’re thinking about client progression.

❌ Opportunities for Improvement: The onboarding process is not automated and can take over an hour, which may overwhelm newcomers.

💡 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 right from the start.

✅ Strengths: You have a method for managing clients, but it’s done manually.

❌ Opportunities for Improvement: You lack a centralized view of your clients’ status, payments, and check-ins, which can lead to disorganization.

💡 Recommendations: You need to build a comprehensive client management system that consolidates all client information. This will help you see everything at a glance and manage your relationships more effectively.

✅ Strengths: Your check-in process has consistent questions each week, which helps maintain a routine.

❌ Opportunities for Improvement: However, there’s no automated tracking of check-ins, and you can’t see who missed them.

💡 Recommendations: You need to build a system that tracks check-ins automatically and alerts you when someone misses their check-ins. This will help you stay on top of client engagement and accountability.

✅ Strengths: You take notes on client calls, which is key for follow-up and relationship building.

❌ Opportunities for Improvement: These notes aren’t attached to client profiles, which can lead to missed insights.

💡 Recommendations: You need to build a system that attaches call notes automatically to client profiles. This will help you keep all information in one place and enhance your ability to provide personalized service.

✅ Strengths: You maintain a list of FAQs manually, showing that you value client feedback and concerns.

❌ Opportunities for Improvement: You don’t have a system for collecting or tracking testimonials, which are crucial for building credibility.

💡 Recommendations: You need to build a system that automatically collects and organizes testimonials and reviews. This will help you showcase your successes and attract more clients without additional effort.

✅ Strengths: You currently do not have an offboarding process, which may indicate a focus on client retention.

❌ Opportunities for Improvement: Not having an offboarding process can lead to missed opportunities for referrals and testimonials from departing clients.

💡 Recommendations: You need to build a system that establishes a structured offboarding process. This will help you leave clients with a positive last impression and potentially convert them into advocates for your services.

✅ Strengths: You are manually tracking payments, which shows you are keeping an eye on your finances.

❌ Opportunities for Improvement: However, you’re missing key metrics like average spend and lifetime value of clients.

💡 Recommendations: You need to build a system that tracks all financial transactions automatically and calculates important metrics. This will help you understand your revenue streams better and make more informed business decisions.