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 that are fully automated.
✔ Opportunities for Improvement: While lead sources are automated, tracking lead origins is done manually.
✔ Recommendations: Consider integrating a CRM that automatically tracks lead sources to streamline your lead generation efforts.
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Lead Tracking
Score: Needs Improvement (40%)
✔ Strengths: Automated reminders for follow-ups are in place.
✔ Opportunities for Improvement: Lead stages are not tracked, and many aspects of lead tracking are done manually.
✔ Recommendations: Implement a CRM system that can automate tracking of lead stages and integrate with lead sources.
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Sales
Score: Needs Improvement (40%)
✔ Strengths: You have a system for calculating average customer spend automatically.
✔ Opportunities for Improvement: Sales tracking, objection tracking, and reviewing sales calls are done manually.
✔ Recommendations: Use sales management software to automate tracking of sales, objections, and recordings for review.
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Onboarding
Score: Needs Improvement (40%)
✔ Strengths: Your onboarding process is defined, but not automated.
✔ Opportunities for Improvement: The onboarding process is linear and takes more than an hour to complete.
✔ Recommendations: Develop a staged onboarding process with automation to enhance efficiency and client experience.
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Client Management
Score: Needs Improvement (40%)
✔ Strengths: You maintain a manual system to filter clients based on various criteria.
✔ Opportunities for Improvement: Client data and status tracking are done manually, leading to potential inefficiencies.
✔ Recommendations: Consider adopting a robust CRM that can automatically manage and display client data in one place.
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Check-ins
Score: Needs Improvement (40%)
✔ Strengths: The check-in system uses logic for questions and tracks missed check-ins automatically.
✔ Opportunities for Improvement: Consistency rates for check-ins are not tracked, and there are no alerts for missed check-ins.
✔ Recommendations: Implement a system that can track consistency rates and notify you of clients who miss multiple check-ins.
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Testimonials & Referrals
Score: Needs Improvement (40%)
✔ Strengths: You manually maintain a list of who you've asked for testimonials.
✔ Opportunities for Improvement: There is no tracking of who gave reviews or referrals, and collection is done manually.
✔ Recommendations: Utilize software that can automate the collection and tracking of testimonials and referrals.
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Client Call Management
Score: Needs Improvement (40%)
✔ Strengths: You actively take notes during client calls.
✔ Opportunities for Improvement: Call notes are not automatically attached to client profiles, and call tracking is done manually.
✔ Recommendations: Consider a CRM that allows for automatic logging and attaching of call notes to client profiles.
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Offboarding
Score: Needs Improvement (40%)
✔ Strengths: Your offboarding process is fully automated.
✔ Opportunities for Improvement: The next follow-up schedule after offboarding is not set automatically.
✔ Recommendations: Enhance the offboarding process by integrating an automated follow-up scheduling feature.
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Finance Management
Score: Needs Improvement (40%)
✔ Strengths: All payments are automatically tracked and attached to client profiles.
✔ Opportunities for Improvement: Average transaction amounts and client lifetime value are manually calculated.
✔ Recommendations: Implement financial software that can automatically calculate averages and LTV for better insights.
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Overall Business System Health
✔ Strongest Areas: Lead generation is strong with multiple automated sources, and financial management is on point with automated tracking.
✔ Weakest Areas: Sales processes and onboarding are heavily reliant on manual tracking, which can create inefficiencies.
✔ Next Steps: Focus on automating and integrating your sales and onboarding processes to improve overall efficiency.
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Actionable Roadmap
Here's some actions you should take for your business to help it thrive over the next few months
✔ Implement an automated CRM for lead tracking and management.
✔ Begin tracking lead stages and objections automatically.
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✔ Develop a more efficient onboarding process with automation.
✔ Start using software for automatic collection of testimonials and referrals.
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✔ Fully integrate all client management processes into a centralized system for efficiency.
✔ Continuously review and refine your sales strategy based on automated insights and data analysis.
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