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Do you have an online CRM with a mobile app?
Do you use a text messaging software with clients?
Do you have an IT firm on retainer?
Do you have a client portal that at least 50% of clients log into?
Do you have a written document that outlines each client segment, services provided, team members that service, delivery method of services, and fees?
Do you have a CRM workflow for a lead, prospect, new client, client annual review, and nurturing COI connections?
Do you have a presentation prepared to explain your services via a video screen share call?
Do you have a presentation prepared to explain basic financial best practices to young adults?
Do you actively use a call and meeting scheduling software with clients and leads?
What is your owners’ level of intellectual curiosity? (5=high, 1=low)
Does everyone, including owners, have a written job description that includes roles, career path preference, annual and quarterly goals?
Do you have a written compensation, bonus, and incentive model that is easy for staff to understand?
Do you have a written marketing plans with dates and assignment of work?
Do you have a future year projection of income and expenses that includes additional income and expenses, due to expansion of client base, new hires, and initiatives?
Do you have a document (aka. map) of your software and data flows?
Do you provide clients with a mobile app to access their financial information?
Do you have a written training process for new hires?
What is your owners’ level of bravery? (5=high, 1=low)