✅ Strengths: Your onboarding process is well-structured and completed quickly.

❌ Opportunities for Improvement: The onboarding process isn't automated, which can lead to inconsistencies.

💡 Recommendations: You need to build a system that automates the onboarding process. This will help you streamline the experience for clients and ensure that every step is consistently executed.

✅ Strengths: You filter clients by status and stages, which helps keep your management organized.

❌ Opportunities for Improvement: There's no automated tracking for client profiles, which could enhance accessibility.

💡 Recommendations: You need to build a system that attaches all client interactions and documents automatically to their profiles. This will help you easily access everything you need in one place, making client management much smoother.

✅ Strengths: You have a consistent check-in process with set questions.

❌ Opportunities for Improvement: Tracking who misses check-ins and the consistency rate is done manually, which could lead to oversights.

💡 Recommendations: You need to build a system that tracks check-in participation automatically. This will help you identify clients who may need more support without having to manually check each one.

✅ Strengths: Your system automatically collects reviews, testimonials, and generates case study posts.

❌ Opportunities for Improvement: There’s no tracking for who has referred clients or provided testimonials.

💡 Recommendations: You need to build a system that tracks referrals and testimonials from clients. This will help you leverage positive feedback and encourage more referrals.

✅ Strengths: All client calls are tracked and organized, which is essential for follow-up.

❌ Opportunities for Improvement: Call notes are taken manually and not attached automatically to client profiles.

💡 Recommendations: You need to build a system that automatically attaches call notes to client profiles. This will help you keep a comprehensive record of interactions without extra work.

✅ Strengths: Your offboarding process is fully automated, which is commendable.

❌ Opportunities for Improvement: Follow-up scheduling after offboarding is done manually, which can lead to missed opportunities.

💡 Recommendations: You need to build a system that automatically schedules follow-ups after offboarding. This will help you maintain relationships with former clients without additional effort.

✅ Strengths: All payments are tracked automatically, which is crucial for your financial health.

❌ Opportunities for Improvement: While you track average client lifetime value, other financial metrics are not fully automated.

💡 Recommendations: You need to build a system that tracks all key financial metrics automatically, including average transactions and payment types. This will help you make informed financial decisions without manual calculations.