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Technology Assessment

Not sure what technology your business actually needs? We look at your current systems, how you work, and where you want to go, then show you where technology would make a real difference and where it would only cost you money.

What we look at

Seven things, in this order

We start with your people and finish with your equipment, because that is the order that finds real problems. Almost nobody does it this way round, which is why almost everybody ends up buying software they did not need.

Your people

Who does what, who is the bottleneck, and which job everybody quietly dreads.

How work moves

Every handoff between a person, a system and a step. This is where things get dropped.

Your software

Everything you pay for, what it is used for, what it costs, and what overlaps.

Your information

Where it lives, how many copies there are, and which version people trust.

Your systems

What talks to what, what does not, and what somebody is bridging by hand.

AI

Where it would genuinely help, and where it would be an expensive way to avoid a simpler fix.

Your equipment

Computers, phones, internet, backups and access. The boring part that stops a business dead.

What you get back

A written plan, with every finding sorted into one of six answers

Keep

This works. Leave it alone and spend your money somewhere else.

Replace

This is holding the business back and it is time for something better.

Connect

These two systems should be talking to each other, and they are not.

Automate

A machine should be doing this, not one of your people.

Add

You are missing something that would make a real difference.

Skip

Somebody is selling you this and you do not need it.

And a 90-day plan you can act on

In order, with real budget numbers and an estimate of what each step takes. Written so you could hand it to somebody else and they would know exactly what to do.

What it costs

Quoted for your business, fixed before we start

A fixed price agreed in writing before any work begins
Market-friendly, competitive rates, quoted after the free call
Usually two weeks from start to written plan
Your $300 Technology Briefing comes off the total

Schedule a Technology Assessment Start with the free call instead

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Ways to start

Start with a free conversation. Go further only if it is worth it to you.

Four ways to work together, from free to fully hired. You know every price before any work starts, and you only move up a step when you can see why.

Step one

A Free Conversation

Free · 30 minutes

Coffee here in St. Augustine, or a video call if that is easier. You tell us what is not working. We ask questions. Nobody sells you anything.

Thirty minutes, in person or on video
Plain English. You do not need to know what any of it is called
You leave with at least one thing you can go do yourself
If we are not the right people to help, we will say so and point you to someone who is

Book the free call

Free every time. Not a trial offer, and not a sales call.

Most popularStep two

Technology Briefing

$300

We spend an hour together on your business. Then we go do the research and come back with a written report you could act on tomorrow, with or without us.

A one-hour working session, in person or on video
Hours of real research on your business, not a template
A written report within one week: what to do, in what order, and what it costs
Every recommendation is something you can actually do

Book a $300 briefing

Credited back in full if you hire us within 30 days. Add $200 and we turn it around the same day.

Step three

Business Deep Dive

Quoted for your business

We come into your business and look at all of it: your people, how work moves, your software, your data, your systems and your equipment. You get a plan you own.

Time on site with you and the people doing the work
Every finding sorted into one of six answers: keep, replace, connect, automate, add, or skip
A 90-day plan in order, with real budget numbers
The plan is yours to keep, even if you never hire us to build any of it

Start a deep dive

A fixed price, agreed before we start, at market-friendly competitive rates. Your briefing fee comes off the total.

Step four

Build and Ongoing Help

Quoted for your business

When you want it built, not just planned. Most jobs are scoped to be finished inside two weeks, at a fixed price you agreed to before anything started.

Software setup, connecting systems, automation, custom tools and websites
Most projects finished within two weeks
Training, so your people own it instead of depending on us
Optional monthly help: someone to call, without adding a salary

Talk about a project

Ongoing help is quoted month to month. Leave any time with 30 days’ notice.

A fixed price, agreed before any work starts
Market-friendly, competitive rates
Most builds finished inside two weeks
Your briefing fee credited toward what comes next
No long contracts and no surprise invoices

Beyond the briefing, work is quoted job by job, because no two businesses need the same thing. For comparison, firms that do this work usually charge $2,000 to $5,000 just to look at your business and $150 to $350 an hour after that. We quote against those numbers, not above them. How pricing works

Questions about the assessment

What happens in a Technology Assessment?

We spend time on site with you and the people doing the work, look at your systems and software, and map how work actually moves through the business. Then we go away, do the research, and come back with a written roadmap that sorts every finding into one of six answers: keep, replace, connect, automate, add, or skip.

How long does it take?

Usually two weeks from the day we start to the day you have the written plan in your hands. Larger businesses take longer and we tell you that up front.

What does it cost?

It is quoted for your business, because a deep dive into a three-person shop and a thirty-person one are not the same job. You get a fixed price in writing before anything starts, at market-friendly competitive rates, and if you have already paid for a $300 Technology Briefing that comes off the total.

Do we have to hire you to do the work afterwards?

No. The plan is yours. It is written so that you, your staff or another company could carry it out without us. Plenty of people take the first few steps themselves and call us for the harder ones later.

Will you tell us to buy things?

Only where it earns its place. The longest section in most reports is the one headed skip, and that section is usually worth more than the fee.

Is this the same as an IT audit?

No. An IT audit looks at machines, networks and security. This looks at the whole business: your people, your process, your software and your information, and asks what would actually make the company work better.

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Find out what you actually need.

Start with the free 30-minute call. If an assessment is the right next step, we will say so. If it is not, we will tell you that too.

Book the free call See pricing