Free Business Audit Checklist

Find the hidden cost of your software stack.

Most businesses do not lose money on one bad tool. They lose it in the gaps between booking, payments, CRM, invoicing, forms, POS, reporting, and the admin time spent holding it all together.

No live demo required
Built for service businesses
Use it before switching software

Get the Checklist

Share your details to open the checklist and request a follow-up about your software costs.

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No spam. Use this to review your current stack before booking a call or switching tools.

What It Helps You Find

See where your tools cost you time and money.

Review your software subscriptions, admin time, and disconnected workflows at your own pace before deciding whether to book a walkthrough.

Subscriptions

What are you paying for?

List every monthly tool: scheduling, payments, forms, CRM, invoicing, POS, memberships, reminders, reporting, and add-ons.

Admin Time

Where is time leaking?

Identify the manual work created by duplicate entry, scattered customer records, disconnected reports, and payment follow-up.

Switch Fit

What should be replaced?

Separate tools worth keeping from the ones that could be consolidated into one connected business platform.

Your Software Stack Audit Checklist

Use this checklist to review your current setup. You can print this page or save it as a PDF after submitting the form.

1. Subscription Audit

  • Scheduling or calendar software
  • Payment gateway or processor software
  • CRM, client records, email, or SMS tools
  • Waivers, forms, e-sign, documents, or intake tools
  • POS, inventory, invoicing, memberships, or package tools

2. Workflow Audit

  • Where does customer information get entered twice?
  • Which reports require checking multiple systems?
  • Where do payments, invoices, or membership balances get reconciled manually?
  • Which tasks only one person on the team understands?

3. Customer Experience Audit

  • Can customers book, pay, sign, buy, and return without friction?
  • Can staff quickly see customer history, notes, balances, and documents?
  • Do reminders, confirmations, and follow-ups feel consistent?
  • Does the business look organized from the customer side?

4. Replacement Score

  • Mark tools that overlap with another tool.
  • Mark tools that create manual admin work.
  • Mark tools that do not connect to payments or customer records.
  • Start with the highest-cost or highest-friction tool first.
Watch the 2-Minute Demo Use the Savings Calculator

Compare Your Options

Researching gym or studio software?

Compare SIXPAC with common platforms, then use the savings calculator to check the numbers for your business.

After the audit, see the platform.

If the checklist shows too many disconnected tools, watch the quick demo next. See how SIXPAC could fit your business before booking a live call.

Watch the 2-Minute Demo