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, which is a great start in diversifying your client base.
**Opportunities for Improvement:** However, currently, you're manually tracking where your leads come from, which can lead to inconsistencies and missed opportunities.
**Recommendations:** You need to build a lead generation system that automatically tracks the source of each lead. This will help you identify which sources are most effective, allowing you to focus your marketing efforts and resources more efficiently. No more guesswork about where your leads are coming from.
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Lead Tracking
Score: Needs Improvement (40%)
**Strengths:** You have automated tracking for the stages your leads are at, which is excellent for managing your sales pipeline.
**Opportunities for Improvement:** However, you’re missing a system to track follow-ups and the sources of your leads, along with the link to sales.
**Recommendations:** You need to build a lead tracking system that includes automated follow-ups and links sales back to their lead sources. This will help you maximize your conversion rates and ensure no lead falls through the cracks. No more manually calculating your close rate without knowing where your leads originated.
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Sales
Score: Needs Improvement (40%)
**Strengths:** You manually calculate your close rate, showing that you’re keeping an eye on your performance.
**Opportunities for Improvement:** Unfortunately, you don’t track sales automatically, which could give you more insights into your sales performance.
**Recommendations:** You need to build a sales tracking system that automatically records all sales data. This will help you analyze your performance easily, allowing you to identify trends and areas for improvement. No more manual calculations that might lead to errors.
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Onboarding
Score: Needs Improvement (40%)
**Strengths:** You have a clear onboarding process, although it is currently manual.
**Opportunities for Improvement:** The onboarding process takes more than an hour, and it's not automated, which can be time-consuming.
**Recommendations:** You need to build an automated onboarding system that streamlines the process for both you and your clients. This will help you reduce the time spent onboarding new clients and ensure a consistent experience for everyone. No more lengthy manual processes that slow you down.
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Client Management
Score: Needs Improvement (40%)
**Strengths:** You’re tracking client information manually, which shows you’re keeping tabs on your clients.
**Opportunities for Improvement:** However, you don’t have a system to view clients by different statuses or stages.
**Recommendations:** You need to build a client management system that allows you to view clients by their status, stage, and compliance. This will help you manage your clients more effectively and ensure everyone is receiving the attention they need. No more scattered information that makes it hard to see the big picture.
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Check-ins
Score: Needs Improvement (40%)
**Strengths:** You have a consistent check-in process with the same questions each week.
**Opportunities for Improvement:** However, you’re missing a system that tracks missed check-ins and their consistency.
**Recommendations:** You need to build a check-in system that automatically tracks who hasn’t checked in and their consistency rate. This will help you identify clients who may need extra support and ensure you’re staying on top of client engagement. No more manually checking for missed check-ins.
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Testimonials & Referrals
Score: Needs Improvement (40%)
**Strengths:** You’re manually tracking reviews, referrals, and testimonials, which shows a commitment to gathering client feedback.
**Opportunities for Improvement:** However, your system doesn’t automatically collect these testimonials.
**Recommendations:** You need to build a testimonial collection system that automates the gathering of reviews, referrals, and testimonials. This will help you easily showcase client success stories and improve your marketing efforts. No more relying on manual tracking that can be inefficient.
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Client Call Management
Score: Needs Improvement (40%)
**Strengths:** You have a variable score indicating some level of call management.
**Opportunities for Improvement:** However, you don’t have a central place to track all client calls or take notes during them.
**Recommendations:** You need to build a call management system that logs all client calls and attaches notes to their profiles automatically. This will help you maintain a clear communication history with each client, improving your follow-up and relationship-building efforts. No more lost notes or forgotten conversations.
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Offboarding
Score: Needs Improvement (40%)
**Strengths:** You have a manual offboarding process in place.
**Opportunities for Improvement:** However, this process is not automated, and you’re manually scheduling follow-ups post-offboarding.
**Recommendations:** You need to build an automated offboarding system that handles the entire process for you. This will help you ensure a smooth transition for clients leaving your program and allow for efficient follow-up. No more manual scheduling that can be easily overlooked.
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Finance Management
Score: Needs Improvement (40%)
**Strengths:** You track payment types manually, which is good for understanding revenue streams.
**Opportunities for Improvement:** However, you’re missing automated tracking for payments and average transaction amounts.
**Recommendations:** You need to build a financial management system that automatically tracks all payments and calculates average transaction amounts. This will help you maintain accurate financial records and easily analyze your income. No more manual calculations that can lead to discrepancies.
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Overall Business System Health
Your business has a solid foundation with several strengths, particularly in lead generation and automated tracking of lead stages. However, there are significant gaps in tracking and management systems that could be holding you back. The most pressing issues include manual processes that are time-consuming and prone to error, particularly in onboarding, sales tracking, and client management. By addressing these gaps and building systems that automate these processes, you will enhance your overall efficiency and effectiveness.
The recommendations provided across various sections highlight the need for comprehensive systems that integrate and automate your operations. This will streamline your workflow, improve client engagement, and ultimately boost your revenue. Implementing these changes will provide you with clearer insights and a more organized approach to managing your business.
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**Actionable Roadmap:**
**Short-Term Actions:**
âś” Begin implementing an automated lead tracking system to capture where your leads come from.
âś” Set up a basic client management system to start organizing client information by status.
**Medium-Term Actions:**
âś” Develop an automated onboarding process that reduces the time spent onboarding new clients.
âś” Create a financial management system that tracks payments and calculates average transaction amounts.
**Long-Term Actions:**
âś” Establish a comprehensive CRM that integrates all aspects of client management, sales tracking, and follow-up processes.
âś” Automate testimonial collection and call management to enhance client engagement and marketing efforts.
By focusing on these actions, you will improve your business's operational efficiency and create a more streamlined experience for both you and your clients.
Actionable Roadmap
Here's some actions you should take for your business to help it thrive over the next few months
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