Heels & Handshakes • Member Exclusive

4-Hour Technology Assessment

Built for the Heels & Handshakes community: fast, focused, and vendor-agnostic. Your assessment will uncover gaps, simplify what’s complex, and give you a clear roadmap to improve productivity, quality, and security.

Turnaround: ~5 business days
Deliverables: Report • Heatmap • Roadmap
Access: Members only
Book your no-obligation kick-off call

4 hours. Minimal lift. Maximum clarity.

Our Approach

A structured 4-hour path to clarity

We blend executive-level strategy with hands-on pragmatism—so you leave with insights you can act on immediately.

1

Discovery Interview (1 hr)

  • Structured guide aligned to your goals
  • Tools, workflows, integrations, pain points
  • Operational detail + strategic objectives
2

Analysis & Drafting (2 hrs)

  • Map the “as-is” state for core technology areas
  • Highlight gaps & frame improvement opportunities
  • Visuals: landscape, workflows, maturity chart
  • Cross-cutting concerns: security, UX, integration
  • Draft a prioritized roadmap (near → long term)
3

Results Discussion (1 hr)

  • Executive summary & key findings walkthrough
  • High-level roadmap review with Q&A
  • Clarity on next steps & follow-on options

Deliverables

Professional polish. Actionable outcomes.

You’ll leave with credible artifacts leaders can align around—plus a roadmap you can execute.

Executive Report

10–12 pages with clear findings & recommendations; one page per area; visual timeline.

Maturity Heatmap

Current vs. desired state across key functions at a glance.

System Landscape

Diagram of systems, integrations, and stakeholders—credibility at a glance.

Opportunity List

Top 5–7 improvements ranked by impact × effort to guide immediate action.

Member Offer

Heels & Handshakes Tech Checkup

Exclusive access for H&H members. Get the same professional deliverables—rapidly and vendor-agnostically—tailored to your business goals.

H&H Exclusive

Tech Checkup

Rapid 4-hour assessment

  • • Discovery interview (1 hour)
  • • Independent analysis & drafting (2 hours)
  • • Results walkthrough (1 hour)
  • • Report, slides, heatmap, roadmap
Reserve a Member Slot

Limited availability • Members only

FAQ

Common Questions

Straight answers so you can say “yes” with confidence.

How much time do we commit?

Two 1-hour calls. We handle analysis & drafting independently.

What do we receive?

Report, slides, heatmap, landscape, and a prioritized roadmap.

Is this vendor-agnostic?

Yes. We focus on your outcomes, not pushing tools. Recommendations are objective and practical.

What happens after?

Use the roadmap as a guide for your team, or lean on us to help put it into action.

Ready to future-proof your technology?

Schedule your no-obligation kick-off call and get a clear, actionable plan in just 4 hours.

Member-only access • Fast turnaround • Vendor-agnostic