The Small Business Technology Audit

Does your business have a professional, mobile-responsive website?

Can visitors easily find your services, contact info, and take action?

Do you have a centralized system to track leads and clients?

Can you see where each lead is in your sales pipeline?

Do you have a standardized onboarding process for new clients?

Are contracts, welcome emails, and intake forms automated?

Can clients book appointments online without back-and-forth emails?

Do bookings sync automatically to your calendar?

Do you use a professional business email (not personal)?

Are repetitive emails templated or automated?

Do your tools connect to each other automatically?

Are manual data-entry tasks minimized through automation?

Do you use a project management tool to track tasks and deadlines?

Can clients see project progress without asking for updates?

Is your bookkeeping up to date and categorized?

Can you send invoices and accept payments online?

Are your business files stored in a centralized cloud location?

Can your team find documents quickly without searching multiple places?

Do you use a password manager for all business accounts?

Is two-factor authentication enabled on critical accounts?

Do you track key metrics (revenue, leads, conversion) regularly?

Can you generate reports without manual data collection?

Have you identified tasks that AI could help automate?

Is your team comfortable using AI tools in daily operations?