02 / Local · Field guide
A good Tech Day starts with a short list.
How to get the most out of your hours: pick the right problems, have the right logins ready, and keep what you need to run things yourself afterward.
01 / Pick the problems, not the tech
Start with what's annoying you. "Tour requests go missing." "Nobody can update the website." "The old manager still has the Wi-Fi password." We turn that into a short list in the free consultation.
For each item we agree one thing: how you'll know it's done. Something you can try yourself, like "I fill in the form on my phone and it lands in the front-desk inbox."
If something won't fit in the hours, or needs another company first, we tell you before the day, not during it.
02 / Have these ready
- The owner's logins for your domain, website, email, and main app. Where the service allows it, you invite us as a user instead of sharing your password.
- Someone who can say yes. If a fix needs a new license or a $40 router, who approves it?
- A quiet window. When can Wi-Fi or email drop for a few minutes without hurting the business?
- A staff member to try it. The person who'll use the fix every day tests it before we leave.
Don't buy anything ahead of time. We'll tell you what you need, and it's bought in your name.
03 / On the day
We start by walking the list together, then work it in order. If something surprises us, like a missing login or a vendor that won't cooperate, we stop, tell you, and move to the next item while you sort it out.
Before an automatic message goes live, you read it, and we show you how to turn it off.
Nothing is called done until it passes the test we agreed. If it doesn't pass, we say so and write down what's next.
04 / An example
Made-up example · Not a real client
"I can't tell if website inquiries are arriving."
- The fix
- Check the website form, point it at the front-desk inbox, and copy the owner.
- Done when
- The office manager fills in the form from their own phone, sees it arrive in the front-desk inbox, and replies.
- What happened
- It passed. The office manager repeated the test using the one-page instructions we left. Time used: 45 minutes.
- Not included
- Connecting the form to a customer database. That's a separate item for a later visit.
05 / What you keep
- The list: what's done, what isn't, and why.
- Short instructions for anything new, including how to test it again.
- Where each account lives and who the admin is. No passwords on paper.
- Hours used and hours banked.
- Our access removed, and a check that you can still get into everything yourself.
06 / The worksheet
A one-page list you can fill in before the consultation or with us on the day. It's optional, and nothing gets sent anywhere. Keep it with your business files.
Don't write passwords, card numbers, or children's records on it.
The fine print
This guide explains how we work. Your written quote sets the actual tasks, hours, and price. A Tech Day buys a block of time; a big project may need more than one. We do scheduled project work, not emergency recovery or an ongoing helpdesk.
Further reading: the NIST Small Business Quick-Start Guide (2024), and Google's guide to adding managers to a Business Profile without sharing your password.