Free worksheet
Make one software decision.
List up to three tools supporting the same workflow. Choose one decision, explain why, and save the next action. You can keep all three.
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Consultant · fictional example
Workflow: inquiry to proposal. Calendar $120/year = $10/month; CRM $30/month; reminder tool $8/month. Total: $48/month.
Decision: review the reminder tool. Evidence: it sends the same reminder as the CRM, but that has not been tested. Next action: use a dummy inquiry to test reminders in the CRM, check dependencies and export history before considering a change. No savings counted yet.
Your decision sheet
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