Tech Health Check.
A structured technology assessment for small businesses. Score your operations across the five stages of how your business actually runs. You get a written ranked report.
Two ways to take it. Self-serve at your own pace, ~13 minutes. Or guided over a 60-minute online meeting with me.
Free during launch, while I'm taking on new partners. Normally a paid step.
Five stages of how your business actually runs.
Get Found
Where a stranger first finds you: site, SEO, Google Business Profile, reviews, listings.
Win the Customer
First contact to signed and paid: lead capture, CRM, quoting, booking, payments.
Deliver the Work
Doing the job: tracking, status, files, time, the knowledge that lives in someone's head.
Run the Back Office
Money and paperwork: bookkeeping, invoicing and AR, reporting, tool sprawl, re-keying.
Stay Safe and Compliant
Protecting the business: passwords, backups, privacy and PIPEDA, insurance posture.
AI runs across all five, so it is not a sixth stage. You also get a cross-cutting read on where AI fits and how ready your team is for it.
Self-serve assessment
- 39 quick steps across the five stages
- Automated check on your website
- Score appears immediately
- Written ranked report by email
Guided assessment
- 60-min online session, walked through together
- I score it live, you get context as we go
- Written ranked report within 24 hours
- Halton and Peel: in person on request
| What you get | Self-serve | Guided |
|---|---|---|
| 5-stage score | ✓ | ✓ |
| Written ranked report | ✓ | ✓ |
| Automated website check | ✓ | ✓ |
| Live discussion of findings | — | ✓ |
| Same-call clarifying questions | — | ✓ |
| Calendar required | No | Yes (60 min) |
| Time commitment | ~13 min | ~60 min |
| Cost | Free | Free during launch |
The report tells you what to fix.
Either version of the assessment ends with a written ranked report. If the conversation points toward an ongoing relationship, that's what Technology Partner is for. Read about Technology Partner →
No upsell from the assessment. The report is yours either way.
The questions people ask.
What is a Tech Health Check?+
A structured technology assessment for small businesses, scored across the five stages of how your business runs: getting found, winning the customer, delivering the work, running the back office, and staying safe and compliant. You also get a cross-cutting read on where AI fits. The free version is a 13-minute online questionnaire or a 60-minute guided online session. You get a written ranked report.
Who is it for?+
Canadian small businesses without senior tech leadership in-house, or with IT teams that need strategic backup. Owners about to spend serious money on technology. Businesses that suspect their tech stack has gaps but can't tell which ones cost the most.
What's the difference between self-serve and guided?+
Same scoring, same five stages, same written report. Guided adds a 60-minute online meeting where I open the assessment with you, score it live, and answer questions as you go. Self-serve is faster and quieter; guided is faster to clarity if your situation is messy.
Is it really free?+
Yes, free during launch while I'm taking on new partners. Normally a paid step in a Technology Partner onboarding.
What happens to my data?+
Your answers stay on your device until you submit. I send you the report and keep an internal copy for follow-up. Nothing gets shared with third parties. PIPEDA-compliant handling.
Will I be sold to?+
No upsell from the assessment itself. The report is yours regardless. If you want to talk about ongoing support afterward, that conversation happens because you ask for it.