Business
Systems Audit
80/675
Points
Aaronโs 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 a great start for expanding your reach and attracting new clients.
**Opportunities for Improvement:** However, tracking these lead sources is done manually, which can be time-consuming and prone to errors.
**Recommendations:** You need to build a system that automatically tracks all your lead sources. This will help you easily analyze which sources are most effective without the hassle of manual tracking. No more guessing where your best leads are coming from.
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Lead Tracking
Score: Needs Improvement (40%)
**Strengths:** Youโre currently tracking your leads manually, which shows you are proactive in managing them.
**Opportunities for Improvement:** However, you do not track the stages leads are at, nor do you link sales with lead sources.
**Recommendations:** You need to build a system that tracks the stages of each lead automatically and links sales to lead sources. This will help you understand your funnel better and optimize your sales process. No more confusion about where your leads are in the journey.
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Sales
Score: Needs Improvement (40%)
**Strengths:** You manually calculate your close rate, showing you are aware of the importance of sales metrics.
**Opportunities for Improvement:** Yet, you donโt track your show rate, objections during calls, or conduct reviews of your sales calls.
**Recommendations:** You need to build a system that tracks your show rate and objections automatically, while also allowing for easy review of sales calls. This will help you refine your approach and increase your success rate. No more missing out on valuable insights from past calls.
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Onboarding
Score: Needs Improvement (40%)
**Strengths:** You have a staged onboarding process, which is beneficial for managing client progress.
**Opportunities for Improvement:** However, your onboarding is not automated, and it takes more than an hour to complete.
**Recommendations:** You need to build a system that automates the onboarding process, streamlining it for efficiency. This will help you save time and provide a smoother experience for your clients. No more lengthy manual processes slowing you down.
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Client Management
Score: Needs Improvement (40%)
**Strengths:** You are tracking clients manually, which indicates youโre keeping tabs on client interactions.
**Opportunities for Improvement:** However, you lack a comprehensive system to manage client profiles and check-in consistency.
**Recommendations:** You need to build a system that consolidates all client information and automatically tracks check-in consistency. This will help you stay organized and ensure no client falls through the cracks. No more juggling multiple documents to keep track of your clients.
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Check-ins
Score: Needs Improvement (40%)
**Strengths:** Your check-in process uses the same questions each week, providing consistency for your clients.
**Opportunities for Improvement:** Nonetheless, your system does not track who missed check-ins or alert you when someone hasnโt checked in.
**Recommendations:** You need to build a system that automatically tracks check-ins and alerts you for missed ones. This will help you stay on top of client engagement and quickly follow up with those who may need extra support. No more losing track of client check-ins.
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Testimonials & Referrals
Score: Needs Improvement (40%)
**Strengths:** You are manually tracking testimonials and referrals, showing you value client feedback.
**Opportunities for Improvement:** However, you donโt have a system for collecting these automatically or tracking who has provided them.
**Recommendations:** You need to build a system that automatically collects testimonials, reviews, and referrals from clients. This will help you gather feedback effortlessly and showcase your success stories without the manual hassle. No more missing out on valuable testimonials.
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Client Call Management
Score: Needs Improvement (40%)
**Strengths:** You track client calls manually, which indicates you are engaged with your clients.
**Opportunities for Improvement:** However, you do not take notes during these calls or attach them to client profiles.
**Recommendations:** You need to build a system that allows you to take notes during calls and automatically attaches them to client profiles. This will help you keep a detailed record of conversations and follow up on important points. No more searching for call details later on.
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Offboarding
Score: Needs Improvement (40%)
**Strengths:** You currently do not have an offboarding process, which suggests you might be focusing on client retention.
**Opportunities for Improvement:** However, the lack of an offboarding process can lead to missed opportunities for feedback and referrals.
**Recommendations:** You need to build a system that formalizes your offboarding process, including feedback collection. This will help you gather insights from clients and maintain a positive relationship even after they leave. No more unstructured offboarding experiences.
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Finance Management
Score: Needs Improvement (40%)
**Strengths:** You are aware of the importance of tracking payments, even if itโs done manually.
**Opportunities for Improvement:** Unfortunately, you do not track payment types, average transaction amounts, or attach payments to client profiles.
**Recommendations:** You need to build a system that tracks all payments automatically and links them to client profiles. This will help you manage finances more effectively and understand your revenue streams. No more guessing about your financial data.
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Overall Business System Health
Your business is currently operating with a mix of strengths and weaknesses. While you have multiple lead sources and are proactive in manual tracking, the lack of automation and comprehensive systems is holding you back from maximizing efficiency and growth. The most significant areas of improvement lie in lead tracking, sales processes, and client management. Automating these processes will not only save you time but also provide clearer insights into your businessโs performance. Recommendations from previous sections aim to build systems that enhance your operational effectiveness, streamline your onboarding and offboarding processes, and ensure you never miss an important client interaction.
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**Short-Term Action Steps 12:**
1. Start creating a simple lead tracking spreadsheet that includes lead stages and sources.
2. Standardize your sales call notes format to ensure consistency.
3. Begin implementing basic automated reminders for client check-ins.
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**Medium-Term Action Steps 13:**
1. Develop an automated onboarding system that guides clients through the onboarding process efficiently.
2. Build a centralized client management system that includes all client profiles and tracks interactions.
3. Create a feedback collection process for offboarding to gather insights from clients.
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**Long-Term Action Steps 14:**
1. Invest in a comprehensive CRM system that integrates all aspects of lead generation, sales tracking, and client management.
2. Establish an automated referral and testimonial collection process to continuously gather client feedback.
3. Regularly review and update your processes based on collected data to ensure continuous improvement and growth.
By taking these steps, youโll be well on your way to enhancing your business efficiency, client satisfaction, and overall success!
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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