Book a Consultation

Pick a time that fits your schedule or request an appointment and we’ll confirm within one business day.

Book with Calendly

Two Ways to Get on the Calendar

Option A: Use live availability to instantly book.

Option B: Tell us a bit about your needs and we’ll confirm a time.

Instant Booking - Customize Your Audit

Find a 15 minute slot that works for you. Meetings are on Google Meet by default; phone available on request.

Open Calendly

Request an Appointment

Prefer we suggest a time? Fill this out and we’ll reply quickly.

By submitting, you agree to be contacted about your request. We’ll never sell your data.

Frequently Asked Questions

Why do you require payment first for the Tech Alignment Audit?

Because the audit reserves a 90-minute block and produces a custom 7-day action plan. Pre-payment keeps our calendar honest and prevents no-shows so we can focus on doing the work.

What exactly is included in the $249 Tech Alignment Audit?
  • Review of email, calendar, online booking flow, and QuickBooks/Zoho Online basics
  • No-show prevention checks (SMS reminders, intake form, policy)
  • 7-day action plan with prioritized fixes, owners, and time estimates
  • 15-minute follow-up to confirm progress and next steps
Who is this for?

Local businesses run by busy owners who want fewer misses and faster decisions: clinics, trades, shops, studios, agencies, and professional services.

Do I need to give you logins or accountant access?

Only if you want us to implement changes. For the audit call, screen-sharing is enough. If we proceed, we’ll request the minimum access required (you retain ownership and can revoke any time).

Can I reschedule my audit?

Yes—use the reschedule link in your confirmation email at least 24 hours before your slot. Same-day reschedules may require a new booking.

What’s your refund policy?

If you don’t receive at least three valuable fixes or clear next steps, email us the same day and we’ll refund the $249—no hard feelings.

Is the audit fee applied to future work?

Yes—if you engage Legacy Sync to implement your plan within 14 days, we credit the $249 toward the project.

How do I book?

Free 15-minute consult (Calendly): Book here
Tech Alignment Audit ($249, pay to hold time): Schedule & pay here