Technology Advocate

Smart Tools. Smarter Use. Less Stress.

Overview

Most small businesses have too many tools and not enough time to use them well. Google Workspace, project boards, payment processors, AI tools… you’re paying for them, but are you actually getting value?

Our Technology Advocate service helps you cut through the noise and make the most of what you already have before adding yet another subscription to the pile. It’s not about chasing shiny new apps. It’s about using what fits your business best and using it with purpose.

What’s Included

60-Minute Intake Session

We start with a one-on-one review of every system you use (or half-use). From CRMs to spreadsheets to AI tools you forgot you were paying for—we’ll dig in.

Detailed Tool Audit & Usage Report

You’ll receive a written summary of:

  • All tools currently in use

  • Features you are using

  • Features you aren’t using (but could be)

  • Redundancies or overlaps

  • Gaps and missed opportunities

Tailored Recommendations

We don’t just point out the problems, we recommend better fits. That could mean switching to a simpler tool, making better use of what you have, or connecting tools to save you time.

Personalized Monthly Insights Newsletter

Each month, you’ll get a short, personalized email with:

  • Updates on your current tools

  • New competitors worth watching

  • Suggestions on when to switch (and when to stay put)

  • Tips to unlock more value from what you already use

It’s like having a tech-savvy operations coach in your back pocket without the meetings.

Deliverables

  • 1x 60-minute session

  • 1x written audit & summary

  • Ongoing monthly insight email tailored to your tech stack

Why It Works

We’ve seen businesses regain 5–10 hours a week simply by using their tools better without spending another dollar. This isn’t about being more “digital.” It’s about being more deliberate.

What’s Not Included

This service is designed to give you clarity and direction, not to execute changes for you. Implementation or tool migration is available as a separate engagement. If you need SOP creation, recurring workflow design, or full operations support, check out our Fractional COO Services or Automation Packages.

Ideal For

  • Business owners who feel buried under apps and logins

  • Teams with overlapping tools or unclear systems

  • Solo operators trying to figure out what’s worth paying for

  • Anyone who wants less digital clutter and more digital clarity

Let’s simplify your day.

Whether you’re ready to get started or just exploring options, we’d love to hear your story. Tell us a bit about your business and we’ll be in touch soon.

— Conner, Founder of ShirePath Solutions