✅ Strengths: Your onboarding process is staged, which allows for a structured approach.

❌ Opportunities for Improvement: The onboarding process is not automated, and it takes less than an hour to complete.

💡 Recommendations: You need to build an onboarding system that automates the entire process and adapts to each client’s needs. This will save you time and provide a seamless experience for your clients, making them feel valued from the start.

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✅ Strengths: You manually filter clients by various statuses, which shows you’re keeping track of their journey.

❌ Opportunities for Improvement: There’s no automated view of clients by payment types, amounts, or lifecycle stages.

💡 Recommendations: You need to build a client management system that organizes all client information in one place, including their payment types and lifecycle stages. This will help you access important client data quickly, enhancing your service delivery.

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

❌ Opportunities for Improvement: The system does not track missed check-ins or alert you about them automatically.

💡 Recommendations: You need to build a check-in management system that automatically tracks missed check-ins and alerts you when clients drop off. This will help you stay connected with your clients and ensure they’re getting the support they need.

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✅ Strengths: Your system automatically collects reviews, testimonials, and generates social media posts.

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

💡 Recommendations: You need to build a testimonial management system that tracks who provided referrals or reviews. This will help you recognize and appreciate your advocates, strengthening those relationships.

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✅ Strengths: All client calls are tracked and organized automatically, which is excellent for keeping records.

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

💡 Recommendations: You need to build a call management system that automatically attaches notes to client profiles. This will streamline your workflow, ensuring all relevant information is accessible when needed.

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

❌ Opportunities for Improvement: Follow-up scheduling after offboarding is done manually.

💡 Recommendations: You need to build an offboarding system that automatically schedules follow-ups after completing the process. This will ensure you maintain contact with former clients, potentially leading to referrals or return business.

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✅ Strengths: Payments are automatically tracked and attached to client profiles, which helps keep finances organized.

❌ Opportunities for Improvement: Average transaction amounts and client Lifetime Value are calculated, but there's no tracking for payment types beyond manual methods.

💡 Recommendations: You need to build a financial management system that tracks payment types and integrates them with the client profiles. This will give you a clearer view of your financial health and client spending habits.

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