Get Your Free Tech Audit
Discover where your firm is losing $100K+/year to tech inefficiencies
What You'll Get
- Complete tech ecosystem assessment (CRM, ERP, data systems)
- Revenue leak identification across all systems
- Integration architecture review
- Custom optimization roadmap
- ROI projections
- Next steps recommendation
Why Get an Audit?
Hidden Revenue Leaks
Most firms lose $100K+/year to unassigned leads, inefficient workflows, and poor CRM utilization
Process Inefficiencies
Manual processes and disconnected systems slow deal cycles and reduce team productivity
Growth Opportunities
Proper tech governance can 3X efficiency and reduce operational costs by 30%+
What Our Audit Clients Say
"The audit revealed 47% of our leads were unassigned. That was a massive revenue leak we didn't even know we had."
"Dr. Holmes identified significant scope creep in our first month. The audit paid for itself immediately."
"The roadmap from our audit became our tech strategy for the next 18 months. Invaluable insights."
Frequently Asked Questions
The audit typically takes 3-5 business days. We'll schedule a 2-hour discovery session with your team, followed by our analysis and a comprehensive report with recommendations.
We'll need read-only access to your CRM, a walkthrough of your current processes, and examples of your typical deals/transactions. All data is handled with strict confidentiality.
Yes, completely free with no strings attached. We believe in demonstrating value first. If you find the audit valuable and want to proceed with implementation, we'll discuss next steps then.