Tech Clarity Assessment
Know exactly what to fix first | Small Business Technology Assessment
We map how your business actually runs, then give you a prioritized roadmap with a fixed price on every item.
Sound familiar?
We retype the same information into three different systems.
Leads come in and nobody follows up fast enough.
Our website is old, slow and doesn’t bring in business.
We pay for a dozen apps and use half of them.
Everyone’s using AI tools and I don’t know if it’s safe or worth it.
What you get
- A tool inventory with cost, owner and overlap flags
- Current-state workflow maps for two or three core processes
- A findings summary in plain language, under three pages
- A prioritized roadmap in Now, Next and Later tiers
- A fixed-price quote for each Now and Next item
- A recorded debrief and a PDF report
How it works
Two to three weeks from kickoff to debrief.
Kickoff
We confirm the agreement, collect your software list and set up a shared workspace.
Week 1
Interviews
A 60-minute owner interview, then 30 minutes each with two to four of your staff.
Week 1
Map
We map every tool, its cost and how your two or three core workflows really run.
Weeks 1–2
Prioritize and price
We score each opportunity, sort it into Now, Next and Later, and attach a fixed-price quote.
Week 2
Debrief
A 60-minute walkthrough of the roadmap, then the PDF and a proposal for the first project within 48 hours.
End of the assessment
Example use cases
Tool and workflow map
See every app you pay for, who uses it and how work moves between them.
Owner and staff interviews
The people doing the work tell us where the time goes.
Prioritized roadmap with fixed quotes
Now, Next and Later, each with a price.
Debrief call
We walk you through it and recommend the first project.
Pricing
$750 for businesses under 10 staff. $1,500 for 10–50 staff.
- The price depends on your headcount.
- The fee is credited to a build you sign within 60 days.
- Paid in full up front, under a signed agreement.
What comes after the assessment: Automation, AI Implementation, Tool Stack Cleanup or Websites by DreBuilt.
Tools we use
- Miro Workflow and tool maps you can keep.
- Notion Findings and the roadmap, in a workspace we share.
- Fireflies Interview notes and transcripts, recorded only with your consent.
Questions about Tech Clarity Assessment
What do I need to prepare?
A 60-minute interview, 30-minute conversations with two to four of your staff, and a list of your software subscriptions with monthly cost. A credit card statement export works.
Do I get the fee back?
The fee is credited toward a build you sign within 60 days.
Will you fix things during the assessment?
No. The assessment finds and prices the fixes. You decide what to build.