Data & Tech Operating Review

The whole picture, and the whole fix.

$14,000Fixed fee · 8 weeks

The tech stack audit, the sourcing of your highest-priority tool, and full data and carrier readiness, run as one engagement from one shared map.

Why it matters

A maturing business has three problems at once: the tool sprawl costs money, at least one tool is up for replacement, and the customer data has no policy or carrier-ready answer behind it.

Fixing them one at a time does the same discovery three times. The operating review runs all three from one map, and the audit's find-more-than-the-fee guarantee still applies.

What you get

Everything is yours to keep.

Map and cut the stack

The full tech stack audit, redundant spend and all, with its guarantee.

Source the priority tool

The single tool most worth replacing, chosen on evidence and negotiated down.

Full carrier readiness

The security-review pack, the policy and privacy notice, and a team briefing.

One map, one owner, one readout

The shared discovery done once, not three times.

How it works

01

Map the stack

The full audit, and agreement on the single tool most worth replacing.

02

Source the priority tool

Requirements, a scored shortlist, evaluation, and a negotiated recommendation you own.

03

Get carrier-ready

The response pack, the documents, and the team briefing, built on the map the audit produced.

Priced below the sum of its parts ($18,500 a la carte). One engagement, one shared map, one readout.

Free discovery call.
Thirty minutes.

We’ll confirm the scope, agree the price, and tell you whether this is the right engagement. No deck, no pitch.