Find Your Perfect-Fit Systems
Choosing the right tools for your business shouldn’t feel like a guessing game. The Tech Tool Assessment is your fast track to a smart, strategic tech stack—one that’s tailored to your actual workflows, not just trending apps.
Why Book a Tech Tool Assessment?
Because trial-and-error costs time, money, and sanity. Instead of wasting hours piecing together systems that might work, you’ll get a clear, confident plan built around your unique business needs.
What You Get
This isn’t just a recommendation list—it’s a full-blown roadmap to a streamlined backend. In just 3 weeks, you’ll walk away with:
- Process Mapping Session to visualize your full workflow from lead to offboarding
- A custom list of business needs and functionality requirements
- Evaluation of up to 5 platforms based on how well they meet your needs (pros, cons, and all)
- Personalized Tech Stack Recommendation Report that breaks down exactly what tools to use and why
- A custom quote to implement your new tech stack (if desired)
“We saved $11,000 just by skipping trial-and-error and letting Cait design our stack. It was the best decision we made all year.” — Impact Actual
Who It’s For
The Tech Tool Assessment is perfect for:
- Business owners tired of cobbling together half-working systems
- Teams looking to consolidate tech and reduce costs
- Anyone launching a new offer or scaling into a new season of growth
If your business has outgrown its tools, I’ll help you level up—without the overwhelm.
Investment: $1297
Strategic clarity. Scalable systems. One powerful assessment.
FAQs
What tools do you evaluate?
I’ll evaluate whatever tools you’re currently using (or considering). That might include CRMs like Dubsado or Moxie, project management platforms, payment processors, form builders, schedulers, and more.
Can I request a specific tool?
Absolutely. If you have your eye on something, I’ll dig into it. But I’ll still evaluate multiple options to make sure it’s really the best fit.
Will you help me implement the new system?
You’ll receive a quote for full implementation at the end of the process. Or, you can take the plan and DIY your setup—whatever feels best for your biz.
Do I need to be tech-savvy?
Not even a little. My job is to take the complexity out of choosing tools and give you clear direction that actually makes sense.
Still Guessing What Tools You Need?
Stop duct-taping your systems together. Get strategic, expert-vetted tech that actually supports how you work with the Tech Tool Assessment.