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The Tech Health Audit Checklist

12 quick questions to reveal exactly where your business is leaking time and money to manual work — no sales call required.

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Tick every statement that's true of your operation today. The more boxes you check, the more a focused Tech Health Audit will pay off.

☐ You re-enter the same data into more than one system.
☐ A critical process lives in one person’s head or on their computer.
☐ Key records are kept on whiteboards, paper, or shared spreadsheets.
☐ You can’t get an accurate report without manual assembly.
☐ Two people editing the same file regularly causes conflicts or lost data.
☐ You’ve delayed a decision because the data wasn’t current or trustworthy.
☐ Onboarding a new staff member means teaching undocumented “tribal knowledge.”
☐ You pay for software tools that don’t talk to each other.
☐ Mistakes (typos, missed steps) aren’t caught until they cause a problem.
☐ You have no reliable history — once a value changes, the old one is gone.
☐ Sensitive data is stored without clear access control or backups.
☐ You’re considering buying or building software but aren’t sure where to start.

0–3 checked: You're in good shape. A light tune-up may be all you need.
4–7 checked: There's real time and money to reclaim. Prioritize the biggest pain first.
8–12 checked: Manual processes are actively costing you. A full Tech Health Audit is worth booking.