Digital Health Check

Is Your Tech Helping or Holding You Back?

Most businesses accumulate tools over time. A CRM here, a spreadsheet there, maybe some software you signed up for three years ago and forgot about. Eventually you end up with a patchwork of systems that don't talk to each other, duplicate data entry, and workflows that made sense once but now just slow you down.

A Digital Health Check gives you clarity. We take an honest look at how your business actually runs today, where the friction is, and what's worth fixing first.

What We Review

Your Current Tools What software are you paying for? What are you actually using? We identify overlap, gaps, and tools that might be costing more than they're worth.

Your Workflows How does work move through your business? From first customer contact to final invoice, we map the journey and find where things get stuck.

Your Data Where does your information live? Is it scattered across spreadsheets, email threads, and sticky notes? We assess how your data flows (or doesn't) between systems.

Your Pain Points What's frustrating your team? What tasks eat up time that could be spent on actual work? We dig into the daily annoyances that add up.

What You Get

1-Hour Discovery Call We talk through your business operations, ask questions, and listen. This isn't a sales pitch. It's a working session to understand how things really work.

Written Report A clear, jargon-free document covering:

• Current state assessment
• Identified inefficiencies and risks
• Prioritized recommendations (what to fix first, second, third)
• Rough effort estimates for each recommendation

Follow-Up Q&A 30 minutes to walk through the report together and answer any questions.

Who This Is For

• Businesses running on spreadsheets and gut feel
• Teams frustrated by disconnected tools
• Owners who suspect there's a better way but don't know where to start
• Companies preparing for growth who need systems that can scale

Who This Isn't For

• Businesses happy with how things work today
• Companies looking for a free consultation disguised as a paid service (we give real recommendations whether you hire us or not)

What Happens Next

The report is yours. You can take our recommendations and implement them yourself, hire someone else, or hire us. No pressure, no obligation.

If you do want our help with implementation, the Health Check fee gets credited toward any project over $2,000.

Frequently Asked Questions

How long does the process take? Typically one week from discovery call to final report.

Do I need to prepare anything? Just a rough list of the tools you use and a willingness to be honest about what's not working.

What if you find something urgent? We'll flag it immediately, not wait for the final report.

Is this just a sales pitch for Odoo? No. If Odoo isn't the right fit, we'll tell you. Sometimes the answer is a simpler tool, sometimes it's just fixing what you have.