Tech Diagnostics
A clear picture of what is actually broken and why your tools aren't talking to each other.
Start with a clear diagnosis
Find what's actually causing problems, without the stress.
Bring your current setup and questions. Use a casual 45-minute call to identify the source of each problem, create a plain-English action plan, and understand your options clearly.
Tech Friction Review · $350
What the Review Covers
Get clear on what needs attention and what doesn’t.
Understand each issue clearly, avoid unnecessary tools, and identify practical fixes that make everyday work easier. The Review looks at:
- Website clarity and contact forms
- Client intake and inquiry paths
- CRM setup and sales pipelines
- Follow-up, scheduling, and email templates
- Gaps or overlaps in your current software tools
Why it feels hard
Why your tech feels harder than it should.
You probably already have a website, email forms, a calendar, a CRM, and follow-up habits in place. The problem is usually not that you don't have the tools. It's that they don't talk to each other, or they require too much manual effort from you.
- Your contact forms go down or fail to notify you.
- Leads go quiet because sending the next step takes too long.
- You're copying and pasting the same information across different tools.
- You carry too much of the follow-up process in your head.
What you get
What you'll walk away with.
Simple Action Plan
A step-by-step checklist of the simple tech fixes that will save you the most time and stress, with no jargon.
Personal Tech Q&A
Bring every tech question. Get direct answers during the call and keep the conversation focused on useful next steps.
What is a Tech Friction Review?
It starts with a casual 45-minute video call. Examine your current website, tools, and workflows, then leave with a practical action plan for fixing the problems that waste your time.
Is there an obligation to hire for additional work?
Nope. Some people just need the Review so they can handle the fixes themselves or hand them to their team. There's no pressure or hard sell, ever.
What if the tech setup is a complete mess?
Start wherever you are. The setup is reviewed one step at a time, with the fixes that reduce the most friction prioritized first.