Service 01
One hour on a call. Then a written plan you can act on.
A clear read of where your technology is leaking money, where it is quietly risky, and what three things I would fix first if I were running the business. Yours to keep whether you hire me to do the work or not.
Time
~1 week
Deliverable
3-6 page written report
Price
Fixed fee
What this is
Most owners I meet do not need another tool. They need someone competent to spend a few hours looking at the whole picture and tell them, in plain language, what is working, what is wasted, and what is going to bite them.
The Business Technology Audit is that conversation, formalised. We get on a call, I ask the questions a careful operator would ask, and a few days later you receive a short written report with a clear priority order. No theatre, no upsell pressure. The report is yours either way.
It is the right starting point if you are not sure what to fix first, if you have inherited a stack you did not choose, or if you suspect you are paying for things you do not need but cannot prove it without a hand on the wheel.
What I look at
- N.01The full software stack, mapped end to end, with what each tool actually does for the business
- N.02Where data lives, where it is duplicated, and where the next person to leave will take a copy with them
- N.03Security and access posture: shared logins, dormant admins, missing MFA, the things insurers ask about
- N.04The manual work the owner or team is doing that software was supposed to handle
- N.05Subscription waste, bad-fit plans, and the integrations that are quietly broken
- N.06The two or three risks that could cost you a week of revenue if they went wrong tomorrow
What you get
- D.01A 3 to 6 page written report, plain English, no jargon, yours to keep
- D.02The three things I would fix first, in order, with the reasoning attached
- D.03A short list of quick wins you can execute without me
- D.04A longer list of things that can wait, and why they can wait
- D.05A one-page summary you can send to a partner, accountant, or insurer if you need to
How it runs
After you book, I send a short intake so I can read your invoices and skim your stack before we speak. Then we have a one hour call. I ask questions. You answer them. Where useful, we screenshare so I can see what is actually configured.
A few days later you receive the written report. If anything in it is unclear, we get back on a short call to walk through it. After that, you decide what you want to do, and with whom. There is no obligation to hire me for the fixes.
Not sure if it is the right fit? Start with the free scorecard.
The ops scorecard is a short self-serve assessment that gives you a quick read on where your operations stand. If the gaps it surfaces feel real, the audit is the next step: a deeper look across the whole technology footprint, with a written plan attached.
Book the auditTake the scorecard