When was the last time you looked under the hood of your business to see if your tech tools are still serving you?

Most business owners think about cutting expenses or tightening up systems only when things start breaking. But your tech stack needs a regular audit, just like your finances.

In this replay of my recent workshop, I show you:
✅ Why an annual tech audit is critical for growth
✅ The biggest areas where small businesses waste money on tools
✅ How to decide what stays and what goes

🎥 Watch the full workshop replay below:

Resources mentioned in the workshop:

✅ Quick Action Tech Audit Checklist

🚀 Bonus Tip:
I keep my business finances running smoothly with Novo. Novo makes it easy to separate business expenses, integrate with your favorite tools, and stay on top of your cash flow.

✅ Sign up for your free Novo account here

Disclaimer: Novo Platform Inc. (“Novo”) is a fintech, not a bank. Banking services provided by Middlesex Federal Savings, F.A.; Member FDIC.

Do your own Tech Audit with my DIY Kit

If you’re ready to take action, grab my Tech Audit Starter Kit. It’s a plug-and-play system that helps you:
✔ List every tool & subscription
✔ See what you’re paying for each month
✔ Decide where you can save or upgrade

👉🏾 Get the Tech Audit Starter Kit

P.S. If you missed my first webinar on how to Build A Business That Runs Without You, catch that replay here.

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About the author

Samantha Pointer, CASP™

Samantha Pointer is a Business Systems & AI Automation Architect and the founder of Samantha Pointer Enterprises. She helps service-based business owners and CEOs stop running their businesses on stress and start running them on systems.

Samantha is the creator of the SPE Systems Framework, a methodology built around one core principle: Organize First. Automate Second. Enhance With AI. This approach sets her apart from traditional automation consultants. With 20+ years of experience as a professional organizer, she brings an architectural lens to every engagement, one that ensures the right systems get built in the right order before any automation or AI is ever introduced.

She works with business owners generating $250K or more who have outgrown their current operations and know something needs to change. Through her signature diagnostic process, she identifies exactly what is broken, what is missing, and what needs to be built so her clients can move from operational chaos to a business that runs without them.

As a Keap Certified Partner and Thryv Certified Partner, Samantha combines deep platform expertise with a systems-first philosophy that no tool alone can replicate. Her clients do not just get automation. They get architecture.

How To Do An Annual Tech Audit (Workshop Replay + Free Resources)

Do your own Tech Audit with my DIY Kit

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Samantha Pointer, CASP™

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