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%)
Lead Generation 01\*\*:
- 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.
\*\*
Lead Tracking
Score: Needs Improvement (40%)
Lead Tracking 02\*\*:
- 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.
\*\*
Sales
Score: Needs Improvement (40%)
Onboarding
Score: Needs Improvement (40%)
Client Management
Score: Needs Improvement (40%)
Client Management 05\*\*:
- 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.
\*\*
Check-ins
Score: Needs Improvement (40%)
Check-ins 06\*\*:
- 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.
\*\*
Testimonials & Referrals
Score: Needs Improvement (40%)
Testimonials 07\*\*:
- 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.
\*\*
Client Call Management
Score: Needs Improvement (40%)
Call Management 08\*\*:
- 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.
\*\*
Offboarding
Score: Needs Improvement (40%)
**Lead Generation 01**:
- 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.
**Lead Tracking 02**:
- 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.
**Sales 03**:
- 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.
**Onboarding 04**:
- 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.
**Client Management 05**:
- 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.
**Check-ins 06**:
- 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.
**Testimonials 07**:
- 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.
**Call Management 08**:
- 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.
\*\*
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
Short Term Action Steps 12\*\*:
- Implement an automated CRM for lead tracking and management.
- Begin tracking lead stages and objections automatically.
\*\*
Medium Term Action Steps 13\*\*:
- Develop a more efficient onboarding process with automation.
- Start using software for automatic collection of testimonials and referrals.
\*\*
Long Term Action Steps 14\*\*:
- 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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