This is what your technology report looks like
An example for a coaching business with eleven tools. Your own report is built from your answers and your actual software.
Health score
78
Monthly software spend
$412
Yearly software spend
$4,944
Possible yearly saving
$1,848
In plain English
Your business runs on solid foundations, but you are paying for several tools that do the same job. Removing the overlap and connecting what is left would save around $1,848 a year and take roughly three hours of admin off your week.
What you are doing well
- Your website and payments are on solid, well supported platforms.
- You already collect email addresses, which is the hardest part to start.
- Your booking process is online rather than run by hand.
Tools doing the same job
You are paying for three tools that send email to your list. Most businesses your size only need one. Keeping ConvertKit alone would save about $154 a month.
Two form tools are collecting the same kind of enquiry. Consolidating saves about $29 a month and means one place to check for new leads.
Recommended changes
Every recommendation explains why it is being suggested and what it involves.
Why this recommendation?
You already use ConvertKit for your course emails. Moving your remaining lists there removes a second bill and a second place to check.
What it means for your business
Saves $600 a year and gives you one view of every subscriber.
How difficult is it?
Easy
How long will it take?
About one afternoon
What to watch out for
Your unsubscribe history needs to be exported and imported so nobody is emailed twice.
Why this recommendation?
Your website platform already includes forms with the fields you use. You are paying twice for the same function.
What it means for your business
Saves $348 a year and enquiries land straight in your CRM.
How difficult is it?
Easy
How long will it take?
About two hours
What to watch out for
Existing links to your Typeform need redirecting to the new form.
Why this recommendation?
Your payment tool can chase unpaid invoices for you on a schedule you choose.
What it means for your business
Saves around three hours a month and improves cash flow.
How difficult is it?
Easy
How long will it take?
About 30 minutes
What to watch out for
Reminder wording should be reviewed so it sounds like you.
Your 30, 60 and 90 day plan
First 30 days
- •Cancel the two subscriptions you have not opened in 30 days.
- •Export your Mailchimp lists and import them into ConvertKit.
- •Switch on automatic payment reminders.
Days 31 to 60
- •Move your enquiry form onto your website and redirect the old links.
- •Connect your booking tool to your CRM so new clients are added automatically.
- •Write down the three tasks you repeat most each week.
Days 61 to 90
- •Automate your onboarding emails for new clients.
- •Review the savings and reinvest part of it in one tool that helps you grow.
- •Re-run your audit to confirm the score has improved.
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What happens after the recommendations get implemented.
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