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: Currently, there are no multiple lead sources, which simplifies focus.
✔ Opportunities for Improvement: Lack of tracking leads and their sources can hinder growth.
✔ Recommendations: Explore adding diverse lead sources and implement a system to track where leads are coming from.
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Lead Tracking
Score: Needs Improvement (40%)
✔ Strengths: None identified, as no tracking is currently in place.
✔ Opportunities for Improvement: No tracking of lead stages, follow-ups, or close rates.
✔ Recommendations: Establish a lead tracking system that automates monitoring of lead stages and follow-ups for better management.
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Sales
Score: Needs Improvement (40%)
✔ Strengths: Manual tracking indicates some level of engagement with sales data.
✔ Opportunities for Improvement: No tracking of objections, close rates, or sales reviews exists.
✔ Recommendations: Implement a sales tracking tool that can automate data collection and analysis for improved sales performance insights.
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Onboarding
Score: Needs Improvement (40%)
✔ Strengths: The onboarding process is linear, which can facilitate consistency.
✔ Opportunities for Improvement: Onboarding is not automated, leading to potential inefficiencies.
✔ Recommendations: Develop an automated onboarding process to streamline client integration and reduce time spent.
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Client Management
Score: Needs Improvement (40%)
✔ Strengths: Manual tracking allows for personalized client management.
✔ Opportunities for Improvement: Lack of an automated system makes client management cumbersome.
✔ Recommendations: Invest in a CRM that allows for automated tracking of client statuses and profiles to enhance efficiency.
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Check-ins
Score: Needs Improvement (40%)
✔ Strengths: Consistent weekly questions can ensure uniformity in check-ins.
✔ Opportunities for Improvement: Missed check-ins are manually tracked with no alerts for follow-ups.
✔ Recommendations: Implement an automated check-in system that alerts for missed check-ins and keeps track of responses.
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Testimonials & Referrals
Score: Needs Improvement (40%)
✔ Strengths: None identified, as there is currently no tracking of testimonials or referrals.
✔ Opportunities for Improvement: Lack of tracking for testimonials and referrals can limit growth opportunities.
✔ Recommendations: Establish a system to collect and track testimonials and referrals to leverage positive client feedback.
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Client Call Management
Score: Needs Improvement (40%)
✔ Strengths: Manual tracking shows a commitment to documenting client interactions.
✔ Opportunities for Improvement: Call notes are not automatically attached to client profiles.
✔ Recommendations: Use a call management system that integrates with your CRM to automate note-taking and attach them to client profiles.
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Offboarding
Score: Needs Improvement (40%)
✔ Strengths: A defined offboarding process exists, though it is manual.
✔ Opportunities for Improvement: No automated follow-up scheduling or offboarding system is in place.
✔ Recommendations: Create an automated offboarding process that includes follow-up scheduling to maintain client relationships.
**Financial Management 10**:
✔ Strengths: Manual tracking of payments indicates some level of financial awareness.
✔ Opportunities for Improvement: Absence of automated tracking for payments and average transaction amounts.
✔ Recommendations: Utilize a financial management tool that automates payment tracking and provides insights into client lifetime value.
**Overall Health of the Business 11**:
✔ Strongest Areas: Manual tracking shows some engagement and awareness in client management and financials.
✔ Weakest Areas: Lack of automation and structured systems in lead generation, sales, onboarding, and tracking processes.
✔ Next Steps: Prioritize implementing automated systems in key areas to enhance efficiency and data collection.
**Short term action steps 12**:
✔ Research and select a CRM that suits your needs.
✔ Begin tracking leads and sales data systematically.
✔ Automate the onboarding process as the first priority.
**Medium Term Action Steps 13**:
✔ Develop automated systems for check-ins and offboarding.
✔ Implement a client feedback system for testimonials and referrals.
✔ Review and analyze sales data regularly to identify improvement areas.
**Long Term Action Steps 14**:
✔ Continuously optimize lead generation strategies and sources.
✔ Regularly assess the effectiveness of automated systems and make adjustments as necessary.
✔ Aim to establish a robust referral program based on tracked testimonials and success stories.
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
✔ Develop automated systems for check-ins and offboarding.
✔ Implement a client feedback system for testimonials and referrals.
✔ Review and analyze sales data regularly to identify improvement areas.
\*\*
✔ Continuously optimize lead generation strategies and sources.
✔ Regularly assess the effectiveness of automated systems and make adjustments as necessary.
✔ Aim to establish a robust referral program based on tracked testimonials and success stories.
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