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, which can enhance efficiency and reach.
✔ Opportunities for Improvement: While lead generation is automated, there might be a need for better tracking and analysis of which sources yield the best leads.
✔ Recommendations: Consider implementing a more robust analytics tool that connects to your lead sources to provide insights on performance and ROI.
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Lead Tracking
Score: Needs Improvement (40%)
✔ Strengths: You manually track lead sources and have automated reminders for follow-ups, which shows a proactive approach to communication.
✔ Opportunities for Improvement: The lack of tracking lead stages and objections can hinder the ability to effectively nurture leads.
✔ Recommendations: Invest in a CRM that allows automatic tracking of lead stages and common objections to improve your sales process.
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Sales
Score: Needs Improvement (40%)
✔ Strengths: You calculate your close rate and average customer spend manually, indicating a level of engagement with your sales metrics.
✔ Opportunities for Improvement: Manual tracking of sales and lack of review processes means potential issues may go unnoticed.
✔ Recommendations: Automate sales tracking and implement a regular review process for sales calls to identify areas of improvement.
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Onboarding
Score: Needs Improvement (40%)
✔ Strengths: Currently, you have an onboarding process, but it is not automated.
✔ Opportunities for Improvement: The onboarding process takes more than an hour and lacks efficiency.
✔ Recommendations: Develop a streamlined, automated onboarding process to enhance client experience and reduce time spent.
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Client Management
Score: Needs Improvement (40%)
✔ Strengths: You maintain a list of procedures and can filter clients by various metrics, which aids in organization.
✔ Opportunities for Improvement: Client data tracking is done manually, which increases the risk of errors.
✔ Recommendations: Use a CRM system that automatically consolidates client data and provides easy access to all relevant information.
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Check-ins
Score: Needs Improvement (40%)
✔ Strengths: The check-in process is logic-based, and you have automatic tracking for missed check-ins.
✔ Opportunities for Improvement: Lack of alerts for missed check-ins and inconsistency tracking can impact client engagement.
✔ Recommendations: Introduce automated alerts for clients who miss check-ins and track consistency to keep clients accountable.
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Testimonials & Referrals
Score: Needs Improvement (40%)
✔ Strengths: You maintain a manual list of who you’ve asked for referrals, reviews, and testimonials.
✔ Opportunities for Improvement: The absence of automatic collection of testimonials and reviews means missed opportunities for social proof.
✔ Recommendations: Implement a system that automatically requests and collects testimonials and reviews after client milestones.
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Client Call Management
Score: Needs Improvement (40%)
✔ Strengths: You track client calls and take notes, indicating diligent record-keeping.
✔ Opportunities for Improvement: Manual note-taking and attachment to client profiles can lead to lost information.
✔ Recommendations: Look for a call management tool that integrates with your CRM to automatically log calls and attach notes to client profiles.
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Offboarding
Score: Needs Improvement (40%)
✔ Strengths: Your offboarding process is automated, ensuring a smooth transition for clients.
✔ Opportunities for Improvement: Lack of automated follow-up scheduling post-offboarding can lead to missed opportunities for future engagement.
✔ Recommendations: Implement an automated follow-up schedule for re-engagement after offboarding.
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Finance Management
Score: Needs Improvement (40%)
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 basic automation tools for onboarding to reduce time spent.
✔ Start using a CRM for lead tracking to enhance data management.
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✔ Automate sales tracking to allow for real-time insights into performance.
✔ Establish a regular review process for sales calls to identify improvement areas.
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✔ Develop a fully integrated CRM system that encompasses all aspects of lead generation, client management, and financial tracking.
✔ Create automated systems for collecting testimonials and reviews to build social proof and enhance marketing efforts.
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