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%)
Lead Generation 01\*\*:
- Strengths: You have multiple lead sources in place that are fully automated.
- Opportunities for Improvement: While lead sources are automated, tracking lead origins is done manually.
- Recommendations: Consider integrating a CRM that automatically tracks lead sources to streamline your lead generation efforts.
\*\*
Lead Tracking
Score: Needs Improvement (40%)
Sales
Score: Needs Improvement (40%)
Onboarding
Score: Needs Improvement (40%)
Client Management
Score: Needs Improvement (40%)
Check-ins
Score: Needs Improvement (40%)
Testimonials & Referrals
Score: Needs Improvement (40%)
Client Call Management
Score: Needs Improvement (40%)
Offboarding
Score: Needs Improvement (40%)
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
WATCH THIS AFTER READING YOUR REPORT
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