The Tech Stack & Systems Audit

$17.00

See every tool your wedding business pays for, what it really does and what it costs. A guided audit to find overlaps, close gaps, protect client data and decide what to keep, cut or replace, in one focused afternoon.

Description

Software creeps up on wedding businesses. A free trial here, a monthly plan there, a tool a contractor signed up for and never cancelled. Before long you are paying for three ways to send a contract, copying enquiries by hand between apps, and unsure where your client files are actually backed up.

This audit gives you a clear, practical way to fix that. It works with whatever software you already use, names no brands, and walks you from a messy list of logins to a written decision on every tool.

Inside you will find:

A step-by-step guide to running the audit in one afternoon
The ten software categories every wedding business should check, from CRM and invoicing to AI tools
A full inventory table for cost, renewal date, users and login owner
Tips for finding the hidden subscriptions that never show up on your radar
A usage and value score sheet with guidance on reading the results
An overlap check and a gaps check for jobs you still do by hand
An integration map that traces one couple’s journey through your tools
Data security and backup checklists
Questions to take to your own lawyer or accountant about data and records
A keep, cut or replace decision sheet and a six-step guide to switching tools calmly
An audit summary page with costs before and after

It is built for wedding planners, stylists, florists, photographers, celebrants, venue teams and any wedding professional who runs the business side alongside the creative work. It is especially useful before hiring your first assistant, because a clean, documented stack is far easier to hand over.

After working through it you will know exactly what you pay for and why. You will have fewer logins, fewer places for details to slip through, a backup plan you have actually tested, and a stack that supports the business you are building rather than the one you started with.