Hamilton, Ontario — serving Hamilton, Halton & Niagara

[email protected]Book a call
(647) 405-6109Free audit

Free technology audit

Find the gaps before they find you.

Phones, email, file storage, backups, security and every subscription you pay for — reviewed by hand, with a written list of what is exposed, what is duplicated and what is being paid for and never used.

  • Written findings with a cost or a risk attached to each one.
  • Configuration fixes prioritised over buying new equipment.
  • Written so you can hand it to your existing IT provider.
  • Free, no obligation, and independent of any marketing engagement.

Rather talk it through first? Call (647) 405-6109 orbook thirty minutes.

Request your technology audit

Tell us roughly how many people you have and what you run. We'll come back with what we need and a date.

By submitting this form you agree to be contacted about your enquiry. We do not sell or share your details. See the privacy policy.

Why does a marketing firm audit technology?

Because leads die in the technology, not in the campaign. A call that never rings through, a form that lands in an unmonitored inbox, a customer list split across three spreadsheets — those are infrastructure failures with marketing consequences, and nobody owns the join between the two.

This is the same argument the whole business is built on. An IT provider keeps the systems running and has no view of what a lead is worth. A marketing agency buys attention and has no visibility into where it goes after the click. The expensive problems live exactly in between, which is where we work.

What we look at

Six things, checked by hand

Phones and call handling
Where calls go when the office is busy, whether missed calls are counted, whether call recordings exist, and whether the phone system can tell you which campaign produced a call.
Email and workspace
Domain and email deliverability, whether staff share logins, what happens to an account when someone leaves, and whether files live in a shared drive or on one person's laptop.
Where the customer data lives
The CRM, the spreadsheets that duplicate it, the phone contacts that duplicate both, and who could walk out with the list tomorrow.
Backups that have been tested
Almost every small business has backups. Far fewer have ever restored from one. We check whether yours would work, not whether it is switched on.
Security basics
Endpoint protection, multi-factor authentication, admin accounts nobody has reviewed in three years, and old accounts that are still active.
Subscription waste
The licences bought for staff who left, the two tools doing the same job, and the annual renewal nobody remembers approving. This usually pays for the fixes.

The subscription review alone pays for itself more often than not. Businesses that have been running for a decade routinely find licences for staff who left years ago, and two products doing the same job because different people bought them.

How it works

A week, and mostly not your time

  1. A conversation about how the day runs

    30 minutes

    Who answers the phone, where quotes get written, what happens when someone is on site, and what breaks often enough that people have invented a workaround for it.

  2. We inventory what you actually have

    2–4 business days

    Phone system, workspace and email, file storage, CRM, devices, backups, security, and every subscription with a monthly charge against it. Read-only access; nothing gets touched.

  3. You get the gap list

    Day 5

    What is exposed, what is duplicated, what is being paid for and not used, and what is one failure away from taking the business offline — with a cost against each.

  4. We prioritise it together

    30 minutes

    Not everything on the list is worth fixing. We separate the urgent from the tidy-up, and you decide what to do — including doing it yourself or with your existing IT provider.

Fit

Who this is worth doing for

Worth doing if

  • You have between roughly 5 and 100 people and technology has grown by accretion rather than by plan.
  • Nobody can say with confidence where every copy of the customer list is.
  • Calls get missed and nobody knows how many.
  • You are paying for software you suspect nobody uses.
  • You have never tested whether the backup restores.

Probably not worth it if

  • You have a managed IT contract with regular reviews and a documented estate — you already have this.
  • You want us to price a specific hardware purchase. That is a quote, not an audit; call us instead.
  • You need a formal compliance assessment or a security certification for a contract. Not our discipline, and we would name someone whose it is.
  • Nobody internally can approve changes. The findings would go nowhere.

Questions about the technology audit

What is a technology audit?

A hands-on review of the systems a business runs on: phones, email and workspace, file storage, CRM, devices, backups, security and subscriptions. You get a written list of what is exposed, what is duplicated, what is wasted, and what would hurt most if it failed.

How is this different from the marketing audit?

The marketing audit looks at what produces enquiries — website, ads, search, follow-up. This one looks at the infrastructure those enquiries travel through and the systems the business runs on day to day. Different problems, different document. Plenty of businesses do both.

Do I need to be a marketing client?

No. Technology services stand on their own. Some businesses only ever work with us on phones, workspace and security, and that is a perfectly good relationship.

Will you tell me to replace everything?

Almost never. Most findings are configuration, not replacement — a phone system routing badly, MFA that was never switched on, a shared drive nobody structured. Replacing working equipment is expensive and rarely the highest-value fix.

What access do you need?

Read-only admin visibility into your workspace tenant, phone system portal and CRM where possible, plus a list of what you pay for monthly. If your current IT provider holds the keys, we can work from exports and a conversation instead.

What if I already have an IT provider?

That is common and not a problem. The audit is a second opinion, and it is written so you can hand it straight to them. We are looking at how the technology serves the business, which is a different question from whether it is maintained properly.

The other audit covers the marketing

If the question is where the ad money goes and why the website does not convert, that is the free marketing audit. If you are not sure which one you need, say so on the form and we will work it out on the call.