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 great for diversifying your client base.
**Opportunities for Improvement:** While you track leads manually, automating this process could save you time and reduce errors.
**Recommendations:** You need to build a system that automates lead source tracking. This will help you see where your best leads come from at a glance. No more manual tracking means you can focus more on engaging with potential clients.
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Lead Tracking
Score: Needs Improvement (40%)
**Strengths:** You're currently tracking where leads are coming from, and it's fully automated.
**Opportunities for Improvement:** However, tracking the stages of leads and follow-ups is still done manually, leaving room for oversight.
**Recommendations:** You need to build a system that automates the tracking of lead stages and follow-ups. This will help you ensure no potential client falls through the cracks. No more manual updates means a smoother process for you and your leads.
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Sales
Score: Needs Improvement (40%)
**Strengths:** You keep track of your sales manually, showing dedication to understanding your performance.
**Opportunities for Improvement:** Not tracking your close rate or objections can hinder your ability to refine your sales approach.
**Recommendations:** You need to build a system that tracks your close rates and objections automatically. This will help you analyze your sales process more effectively. No more guesswork means you can make targeted improvements to close more deals.
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Onboarding
Score: Needs Improvement (40%)
**Strengths:** Your onboarding process is fast and efficient, taking less than an hour.
**Opportunities for Improvement:** However, the process is not automated and relies on manual decision-making.
**Recommendations:** You need to build a system that automates your onboarding process. This will help you streamline client intake and ensure consistency. No more manual decisions means a smoother experience for both you and your clients.
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Client Management
Score: Needs Improvement (40%)
**Strengths:** You filter clients by various statuses manually, which shows you have clear organization.
**Opportunities for Improvement:** You lack a comprehensive view of clients by payment type, lifecycle, and compliance.
**Recommendations:** You need to build a system that automatically organizes client profiles by all relevant metrics. This will help you manage your client relationships more effectively. No more manual sorting means easier access to critical information.
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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:** Tracking missed check-ins and consistency is done manually, which could lead to missed opportunities for engagement.
**Recommendations:** You need to build a system that tracks check-ins and alerts you when clients miss them. This will help you maintain better client accountability. No more manual checks means a more proactive approach to client engagement.
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Testimonials & Referrals
Score: Needs Improvement (40%)
**Strengths:** Your system automatically collects reviews, testimonials, and generates social media posts.
**Opportunities for Improvement:** However, you do not track who provided referrals or testimonials.
**Recommendations:** You need to build a system that tracks referral sources and testimonials. This will help you identify your happiest clients and leverage their input for more referrals. No more guessing means you can focus your efforts on your best advocates.
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Client Call Management
Score: Needs Improvement (40%)
**Strengths:** You track all client calls automatically, which allows you to stay organized.
**Opportunities for Improvement:** Taking notes and attaching them to client profiles is done manually, which can be cumbersome.
**Recommendations:** You need to build a system that automatically attaches call notes to client profiles. This will help you keep all relevant information in one place. No more manual attachment means easier retrieval of call insights.
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Offboarding
Score: Needs Improvement (40%)
**Strengths:** Your offboarding process is fully automated, ensuring a smooth transition for clients.
**Opportunities for Improvement:** You manually schedule follow-ups after offboarding, which could be streamlined.
**Recommendations:** You need to build a system that automatically schedules follow-ups after offboarding. This will help you stay connected with former clients. No more manual scheduling means more consistent engagement.
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Finance Management
Score: Needs Improvement (40%)
**Strengths:** All payments are automatically tracked and attached to client profiles.
**Opportunities for Improvement:** However, you lack automated tracking of average customer spend and do not track payment types comprehensively.
**Recommendations:** You need to build a system that tracks average customer spend and payment types automatically. This will help you understand your financial health better. No more manual calculations means clearer insights into your revenue.
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Overall Business System Health
Your business has a strong foundation with several automated processes in place, particularly in lead generation, payment tracking, and offboarding. However, there are notable gaps in areas like lead tracking, sales analytics, and client management that could be streamlined through automation. The manual processes you currently have can lead to inefficiencies and missed opportunities.
The strengths of your business lie in your ability to track payments and manage client calls, which are essential for maintaining a healthy relationship with your clients. On the other hand, the manual tracking of leads, sales metrics, and onboarding processes can create bottlenecks that inhibit growth. By implementing a comprehensive automated system, you can enhance your operational efficiency and focus on building relationships rather than getting bogged down in administrative tasks.
In summary, the recommendations across sections highlight the necessity for automation in tracking leads, refining sales processes, and managing client relationships. Building a system that consolidates these functions will lead to improved efficiency, better client engagement, and ultimately, higher revenue.
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### Short-Term Action Steps 12:
1. Start by automating your lead source tracking to save time and reduce errors.
2. Implement a simple system for tracking follow-ups and lead stages to ensure no lead is forgotten.
3. Begin using a template for taking and organizing call notes for easier access.
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### Medium-Term Action Steps 13:
1. Develop a fully automated onboarding system that guides clients through the process without manual intervention.
2. Create a client management system that organizes all client data in one place, including payment types and lifecycle stages.
3. Set up an automated check-in tracking system that alerts you to missed check-ins.
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### Long-Term Action Steps 14:
1. Build an integrated CRM that consolidates all aspects of your business, from lead generation to financial tracking.
2. Develop a referral tracking system that identifies and rewards your best clients, increasing your word-of-mouth marketing.
3. Continuously refine your sales process using data from automated tracking of objections and close rates to improve your conversion strategies.
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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