Tech Assessment · Know Before You Spend

Know what your tech is doing, before you spend another dollar on it.

A clear, honest picture of what to keep, what to drop, and what to fix first.

Most organizations don’t have a technology problem so much as a clarity problem. Tools pile up, contracts auto-renew, and no one can say which systems are earning their keep. We map what you have against what you actually need, in plain language, with no vendor pitch attached.

Book a free 30-min consult

Sound familiar?

You suspect you’re overpaying, but you can’t prove it.

The bills add up and the tools keep multiplying, but nobody can point to a clear picture of what you have or whether it’s worth it.

Subscriptions you’re not sure anyone still uses, renewing on their own.
A stack that grew piece by piece, with no single view of what connects to what.
A vendor pushing the next upgrade, and no neutral party to say whether you need it.
Sensitive data spread across tools nobody has ever vetted.
A nagging sense you could do more with what you already pay for.

You don’t need another sales pitch. You need a clear, honest read on where you stand, and what to do about it.

What you get

A plan you own, not a sales funnel.

You walk away knowing what to keep, what to retire, what to replace, and in what order. Written down, prioritized, and yours to act on, with us or without us.

A documented inventory

Every tool, what it costs, and what it touches, in one place you can finally see.

Plain-language risk flags

Where your data is exposed, and what to fix first, without the scare tactics.

A prioritized roadmap

The highest-value changes, in the order that makes sense for your budget and your team.

Honest “keep it” calls

We tell you what’s working, even when it’s something others might try to replace and bill you for.

Two ways to start

Low-risk ways to get clarity fast.

Start small, with a plan you can act on yourself or hand to your team. No big project required.

Strategy Session

$150 / 1 hour

Expert eyes on one decision or your whole setup. Walk away with a plan you can act on yourself or hand to your team.

Book your session

Written Assessment

$500 flat

We meet with your team, onsite or over video, and document everything you run. Within a week you get a written review of what’s at risk and exactly what to change, in priority order, plus a call to walk it through. Onsite travel within an hour included.

Get your assessment

Bigger build or migration? Full projects are quoted flat-fee or hourly after we scope it together. Scope your project →

How it works

From “I’m not sure” to a plan you can act on.

A straightforward path, with no surprise scope and no pressure to buy anything at the end.

A free 30-minute consult to hear what’s prompting this and where it hurts most.
We inventory your tools, contracts, costs, and data flows so nothing hides.
We review it against what you actually need, flagging risk, waste, and quick wins.
You get a prioritized written plan and a walkthrough, yours to keep.

You end up with a clear picture you understand, you own, and you can act on at your own pace.

In their words

A quick but deep read on where they stood.

After three years of operating, we needed to know where to take our technical capacity next, and she gave us a quick but deep assessment of our risk and strength areas, with concrete, well-organized recommendations.

Lisa Storment, President, Wake UP Sonoma

Ready to know what your tech is really doing?

Bring your questions and your bills. We’ll bring straight answers and a plan you actually own.