Business
Systems Audit
80/675
Points
Aaronβs 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%)
β Strengths: You have multiple lead sources in place.
β Opportunities for Improvement: Lead tracking is done manually, which can lead to inconsistencies and missed opportunities.
β Recommendations: Consider implementing a CRM system that can automatically track and analyze lead sources.
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Lead Tracking
Score: Needs Improvement (40%)
β Strengths: You are actively tracking leads manually.
β Opportunities for Improvement: You do not track lead stages or follow-ups, which can hinder conversion rates.
β Recommendations: Automate lead tracking by using a CRM that can monitor lead stages, follow-ups, and closed leads.
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Sales
Score: Needs Improvement (40%)
β Strengths: You are manually tracking sales, which indicates some level of sales awareness.
β Opportunities for Improvement: You do not track close rates, objections, or call notes, which are critical for improving sales strategies.
β Recommendations: Utilize a sales tracking tool that captures these metrics automatically for better insights and decision-making.
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Onboarding
Score: Needs Improvement (40%)
β Strengths: Your onboarding process is relatively quick, taking less than an hour.
β Opportunities for Improvement: The onboarding process is manual and lacks automation, which can lead to inefficiencies.
β Recommendations: Streamline and automate the onboarding process through a dedicated onboarding tool or CRM.
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Client Management
Score: Needs Improvement (40%)
β Strengths: You have a basic understanding of client management.
β Opportunities for Improvement: Lack of automatic tracking for client status and payment details can cause oversight in client relationships.
β Recommendations: Implement a CRM system that integrates all client information for easy access and management.
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Check-ins
Score: Needs Improvement (40%)
β Strengths: You have a consistent check-in process with the same questions each week.
β Opportunities for Improvement: Check-in tracking is manual, and there is no logic-based system to manage responses.
β Recommendations: Automate the check-in process to track responses and identify patterns in client engagement.
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Testimonials & Referrals
Score: Needs Improvement (40%)
β Strengths: You manually track reviews and testimonials, showing recognition of their importance.
β Opportunities for Improvement: No automated collection of testimonials or referrals, which can limit social proof.
β Recommendations: Use tools that automatically solicit and compile testimonials and referrals from clients.
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Client Call Management
Score: Needs Improvement (40%)
β Strengths: You recognize the need for call management.
β Opportunities for Improvement: Thereβs no tracking of call notes or call history, which can lead to loss of important information.
β Recommendations: Implement a call management system that automatically attaches notes to client profiles for easy reference.
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Offboarding
Score: Needs Improvement (40%)
β Strengths: You acknowledge the importance of offboarding.
β Opportunities for Improvement: There is no structured offboarding process, which can lead to a poor client experience.
β Recommendations: Develop a standardized offboarding process that includes feedback collection and future engagement opportunities.
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Finance Management
Score: Needs Improvement (40%)
β Strengths: You are tracking payments, demonstrating financial awareness.
β Opportunities for Improvement: Lack of insights into average transaction amounts and client lifetime value can hinder financial forecasting.
β Recommendations: Use financial management software that can provide these metrics automatically and attach them to client profiles.
**Overall Health of the Business 11**:
β Strongest Areas: Lead generation and onboarding processes are the most developed aspects of your business.
β Weakest Areas: Lead tracking, sales metrics, and offboarding processes are significantly lacking.
β Next Steps: Focus on automating tracking systems and integrating a comprehensive CRM to improve overall business efficiency.
**Short-Term Actions 12**:
β Research and select a CRM that meets your business needs.
β Start tracking lead stages and follow-ups using a spreadsheet or simple software until a CRM is implemented.
**Medium Term Action Steps 13**:
β Implement the chosen CRM and integrate lead, sales, and client management processes.
β Automate onboarding and check-in processes to improve client engagement and retention.
**Long Term Action Steps 14**:
β Regularly review and analyze sales data to identify trends and areas for improvement.
β Establish a robust offboarding process to maintain relationships with former clients and encourage referrals.
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
β Implement the chosen CRM and integrate lead, sales, and client management processes.
β Automate onboarding and check-in processes to improve client engagement and retention.
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β Regularly review and analyze sales data to identify trends and areas for improvement.
β Establish a robust offboarding process to maintain relationships with former clients and encourage referrals.
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