Tech Reality Check™

Know what’s real before you buy another tool.

Most “AI problems” aren’t AI problems. They’re data access, workflow ownership, brittle integrations, and unclear decisions. The Tech Reality Check surfaces the real constraint—and turns it into a sequenced 30–60 day plan leaders can execute.

Built for founder-led and growth-stage teams (25–250) where execution is slowing while tools, vendors, and “AI ideas” keep multiplying.
Projects ship slower than the roadmap suggests.
New tools add coordination work instead of removing it.
Leadership wants “AI”, but foundations aren’t stable.
Vendor-agnostic Executive-ready outputs Fixed-fee
What you get
  • Tech drag map: where execution slows across data, workflows, ownership, integrations.
  • Decision & ownership clarity: what’s stalling and why (in plain language).
  • Risk & cost snapshot: exposure you can take straight to leadership.
  • 30–60 day plan: sequenced actions with owners, effort, impact.
Typical timeline: 2–4 weeks end-to-end (mostly scheduling).
Fixed-fee engagement. Vendor-agnostic. Outputs are designed to be executive-shareable.
Start the intake →
Prefer a lighter start? Book a 30-min consult.
Why this exists

When “more tools” stops working.

At a certain stage, execution slows because of invisible constraints: messy data access, unclear workflow ownership, brittle integrations, and decisions that stall between teams.

The Tech Reality Check replaces assumptions with a shared view of reality—and a plan you can execute immediately.

Deliverables

Practical outputs leaders can act on.

Not a generic audit. Not a vendor comparison. You get a clear constraint story and a sequenced 30–60 day plan.

Tech Drag Map

The workflows, handoffs, and systems where work slows: rework loops, duplicate entry, shadow spreadsheets, brittle approvals.

Ownership Clarity

Where “everyone owns it” (so no one does). Inputs, definitions, stewardship, and who decides when reality diverges.

Risk & Cost Snapshot

Plain-English exposure: downtime risk, data integrity, compliance pressure, vendor lock-in, and the cost of doing nothing.

30–60 Day Plan

A prioritized sequence with owners, effort, impact, and decision points—so leaders can act immediately.

How it works

Reality-first, fast, and built to produce a plan.

Working sessions stay focused because we do better prep up front—so you don’t pay for “discovery theater.”

Step 1

Fit & goals

Short call to confirm scope, outcomes, and the right stakeholders.

Step 2

Structured prep

Guided intake (10–12 minutes here), followed by a deeper questionnaire for the primary owner (45–60 minutes).

Step 3

Working sessions

2–3 focused sessions mapping workflows, handoffs, data access, and decision friction with the people who run the work.

Step 4

Findings & plan

Executive-ready findings + sequenced 30–60 day plan with owners, effort, and impact.

Start here

Start the Tech Reality Check intake.

This is intentionally more detailed. The quality of the plan depends on the quality of inputs.

Time: ~10–12 minutes. If it’s a fit, you’ll receive a scheduling link and the deeper prep questionnaire.

Tech Reality Check™ Intake
We’ll use this to confirm fit, scope, and the right stakeholders.
Contact
Who will own follow-through on the 30–60 day plan?
Only used if scheduling gets tricky.
Company
What’s happening
The more specific you are, the better the plan will be.
This shapes sequencing and stakeholder time.
Current initiatives
Check any that are active or imminent. This helps us understand competing priorities.
Success criteria
Who should be in (or represented in) the working sessions?
Prefer to talk first? Book a 30-min consult.

By submitting, you’re requesting a fit + scheduling follow-up. We don’t add you to a mailing list.