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, and they are fully automated, which can enhance efficiency and reach.
✔ Opportunities for Improvement: While lead generation is automated, there might be a need for better tracking and analysis of which sources yield the best leads.
✔ Recommendations: Consider implementing a more robust analytics tool that connects to your lead sources to provide insights on performance and ROI.
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Lead Tracking
Score: Needs Improvement (40%)
✔ Strengths: You manually track lead sources and have automated reminders for follow-ups, which shows a proactive approach to communication.
✔ Opportunities for Improvement: The lack of tracking lead stages and objections can hinder the ability to effectively nurture leads.
✔ Recommendations: Invest in a CRM that allows automatic tracking of lead stages and common objections to improve your sales process.
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Sales
Score: Needs Improvement (40%)
✔ Strengths: You calculate your close rate and average customer spend manually, indicating a level of engagement with your sales metrics.
✔ Opportunities for Improvement: Manual tracking of sales and lack of review processes means potential issues may go unnoticed.
✔ Recommendations: Automate sales tracking and implement a regular review process for sales calls to identify areas of improvement.
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Onboarding
Score: Needs Improvement (40%)
✔ Strengths: Currently, you have an onboarding process, but it is not automated.
✔ Opportunities for Improvement: The onboarding process takes more than an hour and lacks efficiency.
✔ Recommendations: Develop a streamlined, automated onboarding process to enhance client experience and reduce time spent.
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Client Management
Score: Needs Improvement (40%)
✔ Strengths: You maintain a list of procedures and can filter clients by various metrics, which aids in organization.
✔ Opportunities for Improvement: Client data tracking is done manually, which increases the risk of errors.
✔ Recommendations: Use a CRM system that automatically consolidates client data and provides easy access to all relevant information.
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Check-ins
Score: Needs Improvement (40%)
✔ Strengths: The check-in process is logic-based, and you have automatic tracking for missed check-ins.
✔ Opportunities for Improvement: Lack of alerts for missed check-ins and inconsistency tracking can impact client engagement.
✔ Recommendations: Introduce automated alerts for clients who miss check-ins and track consistency to keep clients accountable.
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Testimonials & Referrals
Score: Needs Improvement (40%)
✔ Strengths: You maintain a manual list of who you’ve asked for referrals, reviews, and testimonials.
✔ Opportunities for Improvement: The absence of automatic collection of testimonials and reviews means missed opportunities for social proof.
✔ Recommendations: Implement a system that automatically requests and collects testimonials and reviews after client milestones.
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Client Call Management
Score: Needs Improvement (40%)
✔ Strengths: You track client calls and take notes, indicating diligent record-keeping.
✔ Opportunities for Improvement: Manual note-taking and attachment to client profiles can lead to lost information.
✔ Recommendations: Look for a call management tool that integrates with your CRM to automatically log calls and attach notes to client profiles.
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Offboarding
Score: Needs Improvement (40%)
✔ Strengths: Your offboarding process is automated, ensuring a smooth transition for clients.
✔ Opportunities for Improvement: Lack of automated follow-up scheduling post-offboarding can lead to missed opportunities for future engagement.
✔ Recommendations: Implement an automated follow-up schedule for re-engagement after offboarding.
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Finance Management
Score: Needs Improvement (40%)
✔ Strengths: Payments are automatically tracked and attached to client profiles, providing transparency.
✔ Opportunities for Improvement: Manual calculation of average transaction amounts and lifetime value can lead to inaccuracies.
✔ Recommendations: Utilize financial management software that automates these calculations for better accuracy and reporting.
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Overall Business System Health
✔ Strongest Areas: The business demonstrates strong capabilities in lead generation through automation and effective financial management with automated payment tracking. These strengths indicate a solid foundation for growth.
✔ Weakest Areas: The lack of automation in critical areas such as onboarding, sales tracking, and client management reveals inefficiencies that could hinder scalability. Manual processes increase the risk of errors and can detract from client experience.
✔ Next Steps: Focus on automating the onboarding and sales processes to improve efficiency and client satisfaction. Additionally, consider investing in a comprehensive CRM to centralize client data and streamline operations.
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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 basic automation tools for onboarding to reduce time spent.
✔ Start using a CRM for lead tracking to enhance data management.
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✔ Automate sales tracking to allow for real-time insights into performance.
✔ Establish a regular review process for sales calls to identify improvement areas.
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✔ Develop a fully integrated CRM system that encompasses all aspects of lead generation, client management, and financial tracking.
✔ Create automated systems for collecting testimonials and reviews to build social proof and enhance marketing efforts.
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