✅ Strengths: You have multiple lead sources in place, which is a great start for bringing in potential clients.

❌ Opportunities for Improvement: However, you’re currently tracking them manually, which can lead to missed opportunities and errors.

💡 Recommendations: You need to build a system that tracks leads automatically. This will help you consolidate all your lead sources in one place, making it simpler to manage and analyze your incoming prospects. No more manual tracking means you can focus on converting leads instead of searching for them.

✅ Strengths: You have a method for tracking where leads come from, even if it’s manual.

❌ Opportunities for Improvement: Unfortunately, you’re not currently tracking the stages leads are at or following up with them, which can hinder your conversion rates.

💡 Recommendations: You need to build a system that tracks the stages of your leads automatically. This will help you identify where potential clients are getting stuck in the process, allowing for timely follow-ups and increased conversion rates. No more guessing about your leads’ status.

✅ Strengths: You have a system in place to track payments that are fully automated.

❌ Opportunities for Improvement: However, you’re not tracking your close rate, show rate, or sales metrics, which are crucial for understanding your sales performance.

💡 Recommendations: You need to build a system that tracks your sales metrics automatically. This will help you gain insights into your sales performance and adjust strategies as needed. No more uncertainty about your conversion effectiveness.

✅ Strengths: Your onboarding process is quick and linear, which is efficient.

❌ Opportunities for Improvement: However, it’s not automated, and you could enhance the experience for new clients.

💡 Recommendations: You need to build a system that automates your onboarding process. This will help streamline the client experience and free up your time to focus on coaching. No more manually handling onboarding steps for each new client.

✅ Strengths: You are manually tracking client interactions and payments.

❌ Opportunities for Improvement: However, you lack a comprehensive view of client status, stages, and compliance, which can lead to disorganization.

💡 Recommendations: You need to build a system that consolidates all client interactions, statuses, and important documents. This will help you manage your clients more effectively and ensure no critical information gets overlooked. No more juggling multiple documents and systems.

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

❌ Opportunities for Improvement: Yet, your system doesn’t track check-in consistency or alert you when someone misses check-ins.

💡 Recommendations: You need to build a system that tracks check-in consistency and alerts you to missed check-ins. This will help you stay proactive in your follow-ups, ensuring that no client falls through the cracks. No more waiting for clients to reach out.

✅ Strengths: You’re keeping a separate document for client calls, which is a good start.

❌ Opportunities for Improvement: However, you’re not attaching call notes to client profiles or reviewing them regularly.

💡 Recommendations: You need to build a system that automatically attaches call notes to client profiles. This will help you keep track of important discussions and follow-ups, improving your client relationships. No more digging through documents to find relevant call information.

✅ Strengths: You’re manually tracking testimonials, which shows you value client feedback.

❌ Opportunities for Improvement: However, you’re missing an automated way to collect and manage testimonials, which could enhance your credibility.

💡 Recommendations: You need to build a system that automatically collects reviews, testimonials, and referrals from clients. This will help you showcase your successes effortlessly and build trust with potential clients. No more manually chasing down feedback.

✅ Strengths: You recognize the need for an offboarding process.

❌ Opportunities for Improvement: Currently, you don’t have an offboarding system in place, which can lead to lost opportunities for referrals or testimonials from former clients.

💡 Recommendations: You need to build a system that automates your offboarding process. This will help ensure a smooth transition for clients leaving your services and allow you to gather valuable feedback and potential referrals. No more missed chances at the end of a client relationship.

✅ Strengths: You track payments manually and have an understanding of your financials.

❌ Opportunities for Improvement: However, you’re not tracking average transaction amounts or client Lifetime Value (LTV), which are crucial for financial insights.

💡 Recommendations: You need to build a system that tracks average transaction amounts and client LTV automatically. This will help you understand your financial health better and make informed business decisions. No more guesswork in your financial planning.