3 Signs Your Tech Stack Is Costing You Clients

1. Your systems aren’t integrated

I worked with a client recently who was still manually adding every new customer into their email system after they purchased a course. Not only was this eating up precious time, but it also meant customers were experiencing delays and inconsistencies during onboarding. The reality is: when someone says “yes” to working with you, those first touchpoints matter. That’s your chance to build trust and momentum, clunky manual steps can derail it fast.

Instead of spending your time manually transferring data between platforms or logging in and out of multiple dashboards just to onboard a client, imagine everything working together seamlessly. Disconnected tools don’t just waste your time, they create friction that your clients feel, leading to missed opportunities and a business that looks disorganized. More importantly, all that manual work pulls your focus away from what matters most: serving your clients, growing your business, and focusing on your expertise. A cohesive, integrated system keeps things running smoothly, builds trust, and gives clients a polished, professional experience from day one. The more manual steps you leave in place, the more room there is for errors. If you’re still copying and pasting, juggling spreadsheets, or cross-checking details across apps, it’s time to simplify and rethink your stack.

The good news? Automations exist that can take care of this for you. Tools like Zapier can automatically add customers to your email system after a purchase, and that’s just the beginning. Zapier can handle countless behind-the-scenes tasks to keep your business running effortlessly. If you’re curious about what’s possible, reach out and let’s explore how automation could free up your time and elevate your client experience.

2. Your tech is overly complicated

The easiest path is the simplest path. Are you using a platform just for one small feature? I had a client who wanted to keep an outdated system only for its form feature. I recommended moving the form over to Squarespace, which they were already paying for. By consolidating into one tool, we removed unnecessary confusion and cut down the list of platforms they had to manage. Simplifying for yourself has a ripple effect which makes your business run smoother and creates a simpler, clearer experience for your clients. It also frees up your mental space and energy, giving you more capacity to focus on strategy, sales, and serving your clients.

Additionally, expensive, highly customized platforms may seem impressive, but they can create more problems than they solve. Complex setups often require outside developers to maintain or update them, which adds cost and dependency. Simpler solutions are typically easier to manage, more reliable, and better suited to small business operations.

3. Tech issues are hurting your credibility and visibility

Often when I do an initial audit of a client's platforms, I will find small inconsistencies that impact the user experience. From broken automations to recurring bugs, ongoing technical problems damage credibility, drain resources, and block your visibility. A failed payment link, a missing welcome email, or a page that won’t load can mean the difference between gaining or losing a sale, and it also leaves you in the dark about what’s working and what’s not. Your tech should be a dependable foundation, not a source of stress. Your users may not always tell you when something breaks, but that doesn’t mean it’s not affecting them. And if these issues go unchecked, you’re left with another challenge: not knowing what’s working.

When your data is scattered across websites, CRMs, email platforms, and course tools, it becomes difficult to measure success. A well-organized tech stack provides actionable insights and supports informed decision-making. If you’re unsure where leads are coming from or which content is converting best, you’re flying blind. Visibility into your performance isn’t a luxury—it’s essential for sustainable business growth.

The Good News

You don’t need to start over. You need a system that fits your business, simplifies your workflow, and supports real growth. You can book my time by the hour for smaller projects, or reserve a full VIP Day to streamline your tech, clear out inefficiencies, and get everything running smoothly. Whether you’re rebuilding from scratch or tidying up, my practical approach ensures your tech finally works with you.