How It Works

Four steps. The first one is free.

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STEP 01

Book a Free Intro Call

15 minutes

We talk about your business, your IT setup, and what is keeping you up at night. I will tell you honestly whether an audit makes sense. No sales pitch. If it is not a fit, I will say so.

  • Tell me about your team size and industry
  • Walk me through your current IT setup in plain terms
  • Share your biggest IT worry right now
  • I will tell you what I would look at and what it costs
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STEP 02

We Conduct the Audit

60 minutes

A structured video call where I walk through your IT setup piece by piece. Security, backups, infrastructure, user access, operations. I ask the questions. You answer honestly. I take notes.

  • Screen share so I can see configurations firsthand
  • Structured walkthrough of six key areas
  • I ask follow-up questions based on what I see
  • You do not need to prepare anything technical
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STEP 03

You Receive Your Report

Within 48 hours

A professional written report lands in your inbox. Not a generic template. A document written specifically about YOUR setup, with YOUR numbers, YOUR risks, and a clear plan of what to fix first.

  • Executive summary your board can read
  • Findings rated Critical, Important, or Recommended
  • Each fix includes effort estimate and rough cost
  • Specific to your business, not a cookie-cutter report
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STEP 04

We Help You Fix It

Optional, ongoing

Most clients want help after the audit. I offer monthly retainers where I check in, track your progress, answer questions, and flag new risks. Some clients also hire me to do the fixes directly.

  • Monthly check-in calls (30 minutes)
  • Priority support between calls
  • Quarterly progress reports
  • Implementation help if you want it

Common Questions

How is this different from what an MSP offers?

An MSP wants to manage your IT long-term. I give you an independent assessment with no strings attached. Think of it like getting a home inspection before you hire a contractor.

Do I need to be technical?

No. The call is a conversation, not a technical interrogation. If you can describe your setup in plain English ("we use Microsoft 365, our internet comes from Shaw, we have about 30 people"), that is enough.

Does location matter?

No. Everything is done over video call, so it does not matter where you are based. Scheduling is handled through Calendly.

Is the intro call really free?

Yes. 15 minutes. No credit card, no commitment. If an audit does not make sense for you, I will tell you that.

Ready to start?

Step 1 is a free 15-minute call. No preparation needed.

Book Your Free Intro Call