Business
Systems Audit
80/675
Points
Aaron’s Business Overview
This report evaluates key areas of your business systems to identify strengths and areas for improvement. Each section includes a score, key strengths, areas for improvement, and personalized recommendations.
Lead Generation
Score: Needs Improvement (40%)
✔ Strengths: You have multiple lead sources in place, and they are fully automated.
✔ Opportunities for Improvement: There is no tracking of follow-ups with leads or a list of people who didn’t close.
✔ Recommendations: Implement a follow-up tracking system to monitor engagement and a database for leads that did not convert.
**
Lead Tracking
Score: Needs Improvement (40%)
✔ Strengths: Leads are tracked automatically, including their stages and close rates.
✔ Opportunities for Improvement: Follow-ups and the list of unclosed leads are not tracked.
✔ Recommendations: Introduce automated follow-up reminders and maintain a list of leads who didn't close to analyze patterns and improve conversion strategies.
\*\*
Sales
Score: Needs Improvement (40%)
✔ Strengths: Sales tracking is linked automatically to lead sources and close rates are tracked efficiently.
✔ Opportunities for Improvement: Sales tracking is done manually on spreadsheets, which can be time-consuming and error-prone.
✔ Recommendations: Transition to an automated sales tracking system to streamline processes and reduce manual errors.
\*\*
Onboarding
Score: Needs Improvement (40%)
✔ Strengths: The onboarding process is staged and automated based on client progress, taking less than an hour to complete.
✔ Opportunities for Improvement: Overall onboarding is not fully automated, which can lead to inconsistencies.
✔ Recommendations: Consider automating the entire onboarding process to ensure a seamless experience for new clients.
\*\*
Client Management
Score: Needs Improvement (40%)
✔ Strengths: You can view clients by payment type, amount, and customer lifecycle automatically.
✔ Opportunities for Improvement: Manual tracking of client statuses and stages makes management cumbersome.
✔ Recommendations: Utilize a CRM that automates client status tracking and integrates all relevant client data seamlessly.
\*\*
Check-ins
Score: Needs Improvement (40%)
✔ Strengths: Check-in questions are consistent and logic-based, and check-ins are displayed on a dashboard.
✔ Opportunities for Improvement: The system does not track who didn’t check in or their consistency rates.
✔ Recommendations: Implement an automated system to alert you of missed check-ins and track consistency for better follow-up.
\*\*
Testimonials & Referrals
Score: Needs Improvement (40%)
✔ Strengths: You have a running list of FAQs for clients, and procedures are automatically tracked.
✔ Opportunities for Improvement: There is no automated collection of testimonials, reviews, or referrals.
✔ Recommendations: Set up an automated system to gather testimonials and referrals from satisfied clients to enhance credibility.
\*\*
Client Call Management
Score: Needs Improvement (40%)
✔ Strengths: Call notes are automatically tracked, but there is no centralized system for managing calls.
✔ Opportunities for Improvement: Lack of a proper system for tracking client calls and notes can lead to missed insights.
✔ Recommendations: Implement a call management tool that integrates with your CRM to automatically attach notes to client profiles.
\*\*
Offboarding
Score: Needs Improvement (40%)
✔ Strengths: An offboarding process exists, but it is manual.
✔ Opportunities for Improvement: The offboarding process does not set follow-up schedules automatically.
✔ Recommendations: Automate the offboarding process to ensure all necessary steps are completed and follow-ups are scheduled.
\*\*
Finance Management
Score: Needs Improvement (40%)
✔ Strengths: You track average customer spend automatically.
✔ Opportunities for Improvement: Payments and transaction amounts are tracked manually, which can lead to inaccuracies.
✔ Recommendations: Implement an accounting system that automates payment tracking and integrates with client profiles for easier financial management.
**Overall Health of the Business 11**:
✔ Strongest Areas: Automated lead generation, tracking of close rates, and client financial data management.
✔ Weakest Areas: Manual processes in onboarding, sales tracking, offboarding, and check-in management.
✔ Next Steps: Focus on automating manual processes and implementing systems that enhance tracking and client management.
**Short Term Action Steps 12**:
✔ Implement an automated follow-up tracking system.
✔ Transition sales tracking from manual spreadsheets to an automated CRM.
✔ Enhance the check-in system to track missed check-ins.
**Medium Term Action Steps 13**:
✔ Automate the entire onboarding process to improve efficiency.
✔ Introduce a centralized call management system to track calls and notes.
✔ Set up a system for collecting testimonials, reviews, and referrals.
**Long Term Action Steps 14**:
✔ Establish a fully integrated CRM that encompasses all aspects of lead generation, tracking, sales, onboarding, client management, and financial tracking.
✔ Regularly review and optimize automated processes to ensure they meet evolving business needs.
Overall Business System Health
Actionable Roadmap
Here's some actions you should take for your business to help it thrive over the next few months
✔ Implement an automated follow-up tracking system.
✔ Transition sales tracking from manual spreadsheets to an automated CRM.
✔ Enhance the check-in system to track missed check-ins.
\*\*
✔ Automate the entire onboarding process to improve efficiency.
✔ Introduce a centralized call management system to track calls and notes.
✔ Set up a system for collecting testimonials, reviews, and referrals.
\*\*
✔ Establish a fully integrated CRM that encompasses all aspects of lead generation, tracking, sales, onboarding, client management, and financial tracking.
✔ Regularly review and optimize automated processes to ensure they meet evolving business needs.
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