Your Tech Stack Is Not “Fine” –
It’s Quietly Taxing Your Growth.
Most growing teams are already paying 3–5× this fee every month in hidden friction, rework, and tool sprawl. Our $599 assessment reframes your technology from “necessary cost” to a disciplined growth lever and shows you practical, low-drama ways to put AI to work across your business.
Independent • Outcome-focused • Human-first AI adoption • Built from 30+ years in complex projects
Your tech costs are on the P&L.
Your tech drag is not.
When we sit down with founders and operators, the story is always similar: “Our tools are fine… we just need people to use them better.” The data usually shows something very different—especially once we layer in how AI is (or isn’t) being used today.
Pattern #1 – Tool Sprawl ≠ Capability
Adding tools feels like progress, but each new system adds context switching, duplicate data, and security exposure. Most teams we assess can safely remove 10–30% of tools without losing capability—and often gain clarity for future AI-powered workflows.
Pattern #2 – “Shadow Process” Tax
Your real workflows don’t match what’s on the SOPs. People build side spreadsheets, manual exports, and workarounds. That “little extra” time per step quietly adds up to days of lost capacity every month—the exact kind of work AI can safely take off your team’s plate when done right.
Pattern #3 – Decisions, Not Dashboards
You don’t need more dashboards; you need a smaller set of decisions that really matter, and a tech stack that supports them. Our assessment is built around those decisions first, tools second—including where AI can improve speed, quality, or insight.
What the Assessment Actually Does
We quantify where that drag shows up today—then reframe your tech strategy around fewer, better systems, aligned to your growth and risk profile. It’s not an audit; it’s a commercial playbook you can act on immediately, plus a clear, plain-English view of how AI can support your team instead of threaten it.
A 3-Step Conversation That Challenges, Then Clarifies
We don’t simply document your current state—we respectfully challenge assumptions, bring outside patterns to the table, and leave you with a concrete technology and AI agenda.
Discovery (1 hr)
- Structured interview with your leadership and key operators.
- We surface gaps between the way work should flow and how it really flows.
- We align the assessment around 3–5 critical business outcomes, not just “IT cleanup.”
- We explore where AI already shows up (if at all) and where it realistically could help.
Independent Analysis
- We benchmark your situation against patterns we’ve seen across industries.
- We quantify risk, rework, and missed opportunities—not just list systems.
- We build a prioritized roadmap that deliberately trades nice-to-have for must-have.
- We identify specific, safe AI use cases (automation, co-pilots, summarization, decision support) tied to those priorities.
Results (1 hr)
- We walk you through the executive summary and challenge “pet projects.”
- You get a clear, sequenced plan and what to stop doing—not just what to add.
- We outline next steps whether you use your team, ours, or a mix of both.
- We teach your leaders where AI fits, where it doesn’t, and how to pilot it without creating new chaos.
Artifacts That Change the Conversation in the Room
This isn’t a shelf report. It’s a set of tools you can use with your leadership team, board, or investors to justify decisions and show a clear line from tech and AI spend to results.
Executive Report
A concise narrative that moves the discussion away from “Which tool?” toward “Which outcome are we buying?”—with clear tradeoffs, priorities, and a section on where AI makes sense.
Maturity Heatmap
A one-page visual showing where you’re over-invested, under-invested, and exposed—so you can argue for or against spend with data, including AI experiments.
System Landscape
A clean, current map of systems, integrations, and owners—ideal for onboarding leadership, new hires, and external partners without hand-drawn diagrams, plus callouts for potential AI “anchors.”
Opportunity List
5–7 high-impact moves, each with effort/impact guidance and “quick win” flags so you can start capturing value in weeks, not quarters—including at least a few realistic, low-risk AI plays.
A $599 Decision That Can Reprice Your Entire Tech Strategy
One fixed fee. No upsell pressure. And if you move forward on implementation within 60 days, the full amount comes back as a credit. The real question is the opportunity cost of waiting to clean up your stack and learn how to use AI well.
Tech Assessment Package
Built for founders, operators, and non-technical leaders
- Discovery interview (1 hour, your team)
- Independent analysis & drafting
- Results walkthrough (1 hour, your team)
- Report, slides, heatmap, and roadmap
- AI opportunity briefing tailored to your workflows
- $599 credit toward implementation (within 60 days)
Typical turnaround: 5–10 business days • Limited slots per month
Questions Good Buyers Ask
If you’re thinking about these, you’re the kind of decision-maker we built this for.
We already have an IT provider—why do we need this?
Most IT providers are incentivized to keep tools running, not to question whether those tools and processes are still the right ones. Our assessment is independent and strategic—we often give your internal or external IT team a clearer, more focused mandate, including where AI can actually help them.
How much of our time is required?
Just two 1-hour calls: one for discovery and one for results. We do the heavy lifting in between. If this feels like “too much time,” it usually signals the very time-drag we’re going to surface— and we’ll show you how AI can start to relieve that drag.
Are we “big enough” for this to matter?
If you have a team bigger than a handful of people and depend on digital tools to deliver work, you’re big enough. In fact, smaller teams often see the fastest ROI because changes ripple through the whole organization quickly—and AI improvements are felt immediately.
Will you just push AI for everything?
No. We’re not paid by software vendors and we don’t believe AI should touch every process. We help you and your team learn where AI is a smart accelerator, where it’s risky, and how to use it in a way that fits your industry, compliance needs, and culture.
Ready to Test Whether Your Stack Is Helping or Holding You Back?
Fill this out to schedule your kick-off call. We’ll challenge your assumptions, not your authority—and leave you with a clear, defensible technology roadmap plus practical guidance on how your team can start using AI to work smarter, not just faster.
Vendor-agnostic • $599 credit toward implementation (60 days) • Designed to challenge, not confuse • Includes guidance on safe, effective AI adoption