Find out what your tools actually do for you.
We go through every subscription, login and workflow in the business. You get a written plan: what to keep, what to cut, what's missing and what it would take to fix.
Who it's for
Owners paying for more tools than they can name, unsure which ones pull their weight. Teams where the same details get typed in more than once. Anyone about to buy new software who wants a second opinion first.
What you get
- A list of every tool you pay for, who uses it and what it costs a year
- What to keep, what to cancel and where tools overlap
- Where work gets typed twice or waits on one person
- Where AI would help, and where it wouldn't
- A written plan in plain English, with a fixed quote for anything you want us to build
How it runs
We look
A short call, then access to the tools you choose. We follow how work moves through the business, start to finish.
We write it up
One document. Each finding says what it costs you now and what fixing it would take.
You decide
Do the plan yourself, or hand us any part of it. Either way the plan is yours to keep.
The systems we work on here.
Shared inboxes, booking links and rules that file mail for you.
One place for every lead, quote and follow-up.
Contracts, SOPs and notes your assistant can search.
Invoices out, receipts in, books that close on time.
The numbers from every tool in one weekly view.
Every tool you pay for, who uses it and what it costs a year.
Who can get into what. 2FA from day one, and access closed the day someone leaves.
Backups that run on their own, and a restore you've tested.
Zapier, Make, n8n or code. Whichever fits the job.
Related
Want the savings in dollars too? FoundMargin is our 3-week efficiency audit for small businesses.
Questions
Do I have to buy what you recommend?
No. The plan is yours. You can do the easy fixes yourself and hand us the rest.
Do the tools you recommend pay you?
No. None of them pays us. We recommend whatever fits the job.
What do you need from us?
Access to the tools you choose, and someone who can walk us through how work moves in the business.
Other services
Tell us what eats your week.
We'll tell you what we'd do about it, then send a fixed quote.
30 minutes. No slides.