✅ Strengths: You have a staged onboarding process in place, which is beneficial for client experience.

❌ Opportunities for Improvement: The onboarding process is manual, which can slow down client integration.

💡 Recommendations: You need to build an onboarding system that automates the steps for each client based on their specific needs. This will help streamline the process and improve client satisfaction, ensuring a smooth transition into your program.

✅ Strengths: You can view clients by various statuses and payment types automatically.

❌ Opportunities for Improvement: Not all client interactions and documents are attached to their profiles, which can complicate access to important information.

💡 Recommendations: You need to build a client management system that automatically attaches all check-ins, call notes, and contracts to each client profile. This will help you maintain a comprehensive view of each client’s journey and needs in one place.

✅ Strengths: You keep track of check-ins manually, ensuring you engage with your clients.

❌ Opportunities for Improvement: Manual tracking can lead to missed check-ins and inconsistent follow-ups.

💡 Recommendations: You need to build a check-in system that schedules and tracks client interactions automatically. This will help you stay on top of your follow-ups and ensure consistent communication, enhancing client relationships.

✅ Strengths: You maintain a manual list of testimonials, showing your commitment to gathering feedback.

❌ Opportunities for Improvement: Lack of automation can make collecting and showcasing testimonials challenging.

💡 Recommendations: You need to build a system that generates Instagram story review screenshots and collects testimonials automatically. This will help you leverage client feedback effectively and enhance your marketing efforts without extra work.

✅ Strengths: You manually add call notes after conversations, which is essential for follow-up.

❌ Opportunities for Improvement: This manual process can be tedious and lead to missed details.

💡 Recommendations: You need to build a call management system that records call notes automatically. This will help you capture important details effortlessly and ensure you never miss an opportunity to connect with clients.

✅ Strengths: You have a manual offboarding process to ensure clients are properly transitioned.

❌ Opportunities for Improvement: The process lacks automation, which can make it cumbersome.

💡 Recommendations: You need to build an offboarding system that automates follow-up schedules after client departure. This will help maintain relationships and potentially lead to future referrals or re-engagement without the extra manual effort.

✅ Strengths: You track payments and average transaction amounts automatically.

❌ Opportunities for Improvement: Manually attaching payments to client profiles can be inefficient.

💡 Recommendations: You need to build a financial management system that automatically attaches all payment records to client profiles. This will help you keep financial data organized and easily accessible, reducing the risk of errors in your records.