Stack audit
A review of your CRM, tools, and infrastructure with the gaps and risks spelled out.
Before you pay for custom software, you should know it is the right call. We audit the tools you run, map what is broken, and give you a plain roadmap — buy, build, or automate — before a single line of code.
Consulting here is not a slide deck. We sit with your team, watch how work actually happens, and audit the software that supports it. Then we tell you plainly which systems are worth fixing, which to replace, and what to automate.
The outcome is a written roadmap you can act on with any team — ours or someone else's. If a cheaper standard tool solves it, we say so. That honesty is why clients come back.
A review of your CRM, tools, and infrastructure with the gaps and risks spelled out.
The manual steps and handoffs that cost your team time, documented in plain language.
A straight answer on whether a standard tool, a custom build, or automation is the right call.
Prioritised next steps with realistic cost and timeline ranges, in writing.
Where automation and AI can remove real work — and where they would be a waste.
We interview the people who do the work and watch the tools in action.
Systems, data, and infrastructure are reviewed against how work actually flows.
You receive a plain-language plan: what to fix, buy, build, or automate, in order.
We walk you through the plan so you can act on it — with us or anyone.
No budget wasted on software that misses the real problem.
Clear priorities your team, investors, or a new vendor can execute.
We recommend the cheapest fix that works — even if it isn't us.
The audit and roadmap are quoted up front at a fixed price, so you know the cost before we start. No open-ended consulting bills.
Often yes — an outside audit sees what an internal team has gone blind to, and the roadmap can be handed to your own engineers to execute.
No. The roadmap is written so it is honest either way, and it works with whichever vendor you choose.
Tell us where your team is stuck — we'll scope the right fix, honestly.
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