Systems diagnostic
A two week review of the tools you pay for and how well they work together.
Most teams pay for tools they barely use, and the tools don't talk to each other. We look at email, files, CRM, and projects, then tell you what to keep, connect, or retire.
What we review
- The tools and seats in use
- Where information is typed twice
- How files are organized
- What connects and what does not
- Who owns each account
Pro bono. Two weeks. Findings only.
What you receive
- A map of your systems and how information moves
- What to keep, connect, or retire
- A recommended order
- A walkthrough session