Business Tech Playbook Review
Every team needs the right playbook. In this quick review, we’ll uncover inefficiencies, identify better systems, and outline the steps to make your tech work for you — not against you..
Contact Info
NAME
*
Email
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Company / Brand Name
*
Website or LinkedIn ( URL )
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About Your Work
What industry or niche are you in?
Please Select
Retail/E-commerce
Restaurants / Hospitality
Healthcare / Medical Practices
Real Estate / Property Management
Professional Services (Legal, Accounting, Consulting)
Financial Services
Insurance
Education Training Services
Marketing / Creative Agencies
Construction
Technology / IT Services
How many employees does your business have?
1-10
11-50
50 +
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Your Goals
What’s the biggest obstacle keeping you from reaching those goals right now?
What are your top 3 business priorities for the next 12 months?
*
Increase revenue
Reduce costs
Improve customer experience
Strengthen security/compliance
team collaboration/productivity
Scale/grow into new markets
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Current Tools
What tools do you currently use in your workflow?
*
Canva (design, content creation)
Google Workspace (Gmail, Docs, Drive, Calendar)
Microsoft 365 (Outlook, Teams, OneDrive, Word/Excel)
Notion (project management, knowledge base)
ChatGPT or other AI tools
HubSpot / Salesforce (CRM & marketing automation)
Other
Which of the following services do you currently use?
*
Business Internet
Phone System (landline or VoIP)
Cloud Storage/Backup (Google Drive, OneDrive, Dropbox, etc.)
CRM or Customer Management Software
Cybersecurity Tools (firewall, antivirus, VPN, monitoring)
Video Conferencing/Collaboration (Zoom, Teams, Slack)
Payroll/HR Software
Call Center or Customer Support Platform
Other
How satisfied are you with your current workflow setup?
Very satisfied
Neutral
Frustrated
We need help organizing tools
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Budget & Timeline
Roughly how much do you spend monthly on tech tools, internet, and software combined?
*
Please Select
>$500
$500 – $1,500
$1,500 – $5000
$5000+
Which areas are you most interested in improving? (check all that apply)
Cutting costs on Internet/phone/services
Adding or upgrading cloud storage/backup
Improving cybersecurity protections
Automating workflows to save staff time
Better customer communication (phones, chat, contact center)
Organizing or consolidating tools (Google, M365, Notion, Slack, etc.)
Preparing systems for future growth/scale
Not sure yet
How soon are you looking to make improvements?
Immediately
Within 3 months
3–6 months
Just exploring options
Appointment
Let’s Build a Strategy
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