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A clear look at your tools
Find out what your tools are really costing you.
We review every tool your business pays for and uses, then give you a plain-language report on what to keep, cut or combine.
We learn how your team works today.
We review your tools, costs and workflows.
We walk you through the report and next steps.
Keep, cut or combine
Who it’s for
Teams juggling too many apps.
If your team bounces between a CRM, a scheduler, email, forms and a few spreadsheets, and nobody’s sure what it all costs, an audit is the place to start.
What we look at
Four things we check in every audit
Tools and subscriptions
Every app you pay for, who uses it and what it costs each month.
Where leads get lost
The gaps between your website, inbox and follow-ups where enquiries go quiet.
Manual steps
Copy-and-paste work and reminders your team does by hand.
Overlaps
Tools that do the same job, so you’re paying twice.
The process
Interview, audit, follow-up
Interview
A conversation about how your business runs, which tools you use and what’s frustrating your team.
Audit
We go through your tools, subscriptions and workflows and map where time and leads are lost.
Follow-up
We walk you through the report, answer questions and agree what to do next.
What you get
A plain-language report and a plan.
No jargon. A clear list of what to keep, what to cut and what to combine, plus a plan for moving everything into one platform.
- Every tool you pay for, in one list
- What to keep, cut or combine
- Where leads are slipping through
- A step-by-step plan to move into Tactical Software
What comes next
Turn the report into action
Starting fresh
Smart Sites
Move into Tactical Software with a new website built inside it.
Learn about Smart SitesAlready on the platform
Operations Setup
Fine-tune the account you have so it works the way your team works.
Learn about Operations SetupTechStack Audit FAQs
Questions we hear a lot
What do I need to prepare?
A list of the tools you use, if you have one. If not, that’s fine. We’ll build it together during the interview.
Do I have to switch platforms after the audit?
No. The report is yours to keep. If moving into one platform makes sense, we’ll show you how.
Who should join the interview?
Whoever runs the day-to-day: usually the owner and anyone who handles leads, bookings or follow-ups.
How do I request an audit?
Click Start Now and we’ll get your audit on the calendar.
Is this the same as Process Enhancement?
Yes. TechStack Audits replaces our Process Enhancement service, with the same interview, audit and follow-up approach.
Other services
Where to go from here
Ready to see what your tools really cost?
Request your audit, or try Tactical Software free for 14 days.