How to use this audit: Check every box that is true for your business right now. When you're done, scroll down to see your score and what it means. Every unchecked box is a potential problem — and a potential fix.
Internet & Connectivity
6 questions
I know exactly what I pay for internet and what speed I am getting.
Most businesses auto-renew at rates that were competitive 3 years ago but aren't anymore.
My business has a backup internet connection if the main one goes down.
One outage during peak hours can cost hundreds to thousands in lost revenue and missed transactions.
My internet contract has been reviewed in the last 24 months.
Carriers rarely proactively offer better rates. If you haven't asked, you're paying more than you should.
My WiFi has a separate network for customers and a separate one for business operations.
Guest WiFi on the same network as your POS or business data is a security and compliance risk.
My internet speed is sufficient for everything my team needs simultaneously.
Video calls, POS, cloud software, and streaming all running at once can choke an undersized connection.
I have compared what other providers offer at my address in the last year.
New fiber options come to Arkansas markets regularly. What wasn't available 2 years ago may be available now.
Phone System & Communication
5 questions
Every call to my business is answered or responded to within 5 minutes.
78% of customers book with the first business that responds. Unanswered calls are revenue leaving.
My phone system allows my team to answer calls from their mobile phones when out of office.
A cloud phone system lets any employee answer the business line from anywhere — landline-quality on a cell phone.
I have an auto-attendant that routes callers to the right person or department.
Professional call routing reduces hold time, misdirected calls, and staff interruption.
My voicemails are delivered to my email so I can respond quickly.
Voicemail-to-email means no missed messages when you are away from your desk or in the field.
I know the monthly cost per line for my phone system and have compared alternatives.
Legacy landlines average $40–$80 per line. Cloud phone systems average $20–$35 per line with more features.
Lead Capture & Follow-Up
6 questions
When someone calls and I miss it, they automatically receive a text within 60 seconds.
Missed call text-back is the single highest-ROI automation for any service business. Most have nothing.
Every new lead gets a follow-up within the first hour — automatically, even if I'm busy.
Leads that aren't followed up within an hour are 10x less likely to convert than those contacted immediately.
I have a system that follows up with leads at least 3 times before marking them as lost.
80% of sales require 5+ follow-up contacts. Most businesses give up after one. That gap is where money is left.
Customers can book appointments or consultations on my website 24/7 without calling me.
Online booking captures customers who search for you at 10pm — when no one is answering the phone.
I have a way to automatically reach back out to past customers who haven't come back in 60+ days.
Reactivating a past customer costs 5x less than acquiring a new one. Most businesses never reach back out at all.
I know exactly how many leads came in last month and what happened to each one.
If you can't measure it, you can't improve it. A basic CRM pipeline costs less per month than one lost job.
Online Reputation & Reviews
4 questions
I have more than 40 Google reviews with an average of 4.5 stars or higher.
Businesses with 40+ reviews get significantly more clicks than those with fewer. Reviews are your digital word-of-mouth.
Every completed job or transaction automatically triggers a review request text to the customer.
Customers who are happy almost never leave reviews unprompted. Automated requests triple your review rate.
I respond to every Google review — positive and negative — within 48 hours.
Review responses signal to Google and customers that you are active and engaged. It improves search ranking.
My Google Business Profile is fully filled out with photos, hours, services, and posts.
A complete Google profile ranks higher in local search. Most businesses have a half-empty profile they set up once and forgot.
Security & Compliance
6 questions
All employee devices — laptops, phones, tablets — have active endpoint protection software.
One unprotected employee device is all it takes for a ransomware attack that can shut your business down for weeks.
My business email uses multi-factor authentication (MFA) on all accounts.
Business email compromise — where hackers impersonate you to steal money — is the #1 cybercrime in the US. MFA stops it.
My business data is backed up automatically to a location separate from my main system.
If ransomware encrypts your files, a separate backup means recovery in hours instead of never.
If I handle patient data, credit cards, or financial information, I have documented compliance.
HIPAA, PCI-DSS, and financial services regulations require documented technical safeguards. Most small businesses have none.
My team has received security awareness training in the last 12 months.
90% of breaches start with a human error — a phishing email clicked, a weak password used. Training is the cheapest prevention.
I have a written plan for what to do if my business gets hacked or loses data.
An incident response plan means you recover in days. No plan means weeks or months of chaos — or permanent closure.
Your Tech Health Score
0
out of 27
What Your Score Means
Every Unchecked Box Is Money On The Table.
0–9
Critical — Act Now
Your business has serious technology gaps that are actively costing you money in missed leads, overpaid bills, and security exposure. These issues compound the longer they go unfixed.
10–18
Gaps Exist — Fix Them
You have some pieces in place but significant gaps remain. The good news is the fixes are straightforward and most pay for themselves within the first month.
19–27
Solid — Optimize
Your tech foundation is strong. The opportunity now is to optimize what you have — better rates, smarter automation, and stronger compliance documentation.
Get Your Free
20-Minute Tech Audit
Bring this completed checklist to your call. We will go through every unchecked box together, tell you exactly what it costs you, and show you what the fix looks like — at zero cost to you.
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