Tech Confident Creator
techconfidentcreator.com
The Growing Coach’s Tech Audit
Stress-Test Your Systems Before They Break
The Premise: You can’t build a 7-figure business on a 5-figure foundation. Most coaches don’t realize their tech stack is “held together with duct tape” until a launch fails or leads vanish into the void.
Instructions: Go through these 4 Critical Zones. Be honest. If you have to guess the answer, the answer is “No.”
ZONE 1: The “Money” Test (Funnels & Checkout)
Ensure you aren’t repelling clients at the finish line.
The “Incognito” Walkthrough: Have you purchased your own product in an Incognito/Private window in the last 30 days without errors?
The “Free” Tool Cap: Are you using any “free tier” tools that might hit a limit and shut down during a traffic spike?
The Abandonment Safety Net: If someone adds to cart but leaves, do they receive an automated follow-up within 1 hour?
The Speed Test: Does your sales page load in under 3 seconds?
ZONE 2: The “Leaky Bucket” Test (CRM & Leads)
Most CRMs aren’t actually capturing 100% of leads. Is yours?
The Connectivity Check: When a form is filled out, does the data arrive in your CRM within 60 seconds every single time?
The Tag Test: Are new leads automatically tagged based on how they found you?
The Inbox Authority: Are your transactional emails sending via a dedicated SMTP service to ensure they don’t land in Spam?
The Duplicate Disaster: Is your database clean of duplicate contacts, or are you paying for the same lead twice?
ZONE 3: The “Integration” Test (Connection)
Do your tools talk to each other, or are they giving each other the silent treatment?
The Manual Labor Check: Are you (or a VA) manually copying and pasting data between any two pieces of software?
The Access Trigger: When a payment clears, does the course platform unlock access instantly without human intervention?
The Single Source of Truth: If a client updates their email in one place, does it update everywhere?
ZONE 4: The “Disaster” Test (Security & Maintenance)
Preventing the “3 AM Panic” moment.
The Backup Routine: Is your entire site backed up automatically daily to a secure, off-site location?
The Update Schedule: Are your plugins and themes updated weekly to prevent security backdoors?
The Uptime Monitor: Will you get a text message if your site goes down, or will you find out from an angry customer email?
Your Total Score:
/ 15
→ Take this number to Page 2
Tech Confident Creator
techconfidentcreator.com
The Verdict
What Your Results Mean
Count up your checks from Page 1 and find your score below.
0-5
Checks — Red Light
Status: Critical.
Your business is effectively “held together by duct tape.” You are likely experiencing “Tech Anxiety” because deep down, you know the system isn’t stable. You are one algorithm change or plugin update away from a major outage.
Immediate Action: Stop building new funnels. Stabilize the core infrastructure immediately.
6-11
Checks — Yellow Light
Status: Vulnerable.
You have “Technical Debt.” Your business is growing, but your backend is lagging. You are likely wasting time on tasks that should be automated, or you are at risk of a minor breakage during your next launch.
Immediate Action: Fix the “Money Test” items first. Never risk the checkout process.
12-15
Checks — Green Light
Status: Stable.
Your systems are functioning well. Keep focusing on your “15-minute maintenance routine” to prevent future drift.
No matter your score — turn to Page 3 for what to do next →
Tech Confident Creator
techconfidentcreator.com
The “Simplicity” Reality Check
If you looked at this list and felt overwhelmed, or if you realized you don’t know the answers to half these questions… Good.
Because you shouldn’t have to know.
Unpopular Opinion: You shouldn’t understand how your tech works.
Trying to understand all your tech before delegating it is like trying to become a mechanic before you trust someone with your car. You don’t need to be a systems architect. You need to be the visionary.
The Solution: The Simplicity Engine
Stop trying to be your own IT department. You need a Systems Partner, not just another VA.
We build systems that are:
✓
Simple: No Rube Goldberg machines.
✓
Stable: They work when you sleep.
✓
Predictable: Data you can trust.
Ready to turn these red lights into green lights?
Book Your Free Tech Audit CallWhat Happens On Your Free Audit Call
01
We review your audit results together and identify the highest-risk items
02
We map out a prioritized fix plan — what to tackle first, what can wait
03
You leave with a clear action plan — whether you work with us or not
No sales pitch. No pressure. Just clarity on what’s broken and how to fix it.