What’s Included
- 90-minute screen-share session reviewing your software, call flow, and team processes
- Identify duplicate tools, inefficiencies, and automation opportunities
- 7-day written action plan with clear ROI estimates and recommended next steps
- Optional follow-up Q&A (15 minutes) to clarify recommendations
Flat fee: $249 · Credit applied if you proceed with an implementation package
Why It Matters
Most small businesses run on layers of unconnected software. Over time, costs creep up, staff juggle multiple systems, and missed calls or delayed follow-ups cost revenue.
The Tech Alignment Audit helps you see the full picture — what to keep, what to change, and where automation will deliver the most value first.
Book Your Audit
Sessions are available by appointment. Use the link below to reserve your slot — invoices are sent after confirmation.
Questions before booking? Schedule a free Readiness Call first.
Frequently Asked Questions
Who should book this audit?
Business owners ready to move beyond a quick consult — you want a clear plan and cost justification for upgrading tools or automating workflows.
Do I need technical experience?
No. We walk through your existing software step by step and explain everything in plain language.
Can this be done remotely?
Yes. All sessions are done via Google Meet with screen share. Local clients can request in-person sessions at no extra cost.
Is my data safe?
Absolutely. We review your systems live but do not store credentials. Notes are anonymized, and reports are stored securely with encryption.
What happens after the audit?
You’ll receive a 7-day AI action plan outlining where automation or process changes will yield the highest ROI. You can implement it yourself, with your team, or with our help through a flat-fee package.
Ready to Take Action?
Book your 90-minute Tech Alignment Audit today and get a 7-day plan tailored to your business.