Tech Stack Analysis & Optimization Discovery Form

Basic Info

Company Name

Website

Tell me about your company

Primary Contact Name

Preferred Communication Method

Primary Goals for This Audit

Points of Contact (Names & Emails)

Project Timeline

Phone Number

List any software or tools used for the following functions. Please list the tool, what it's used for, who uses it, and whether it's working well.

Internal Ops & Admin

Booking/reservation/PMS systems

Internal Communication (Slack, Teams, Google chat, WhatsApp, etc.)

Task management (Asana, Trello, ClickUp, Monday.com, etc.)

SOPs / documentation (Notion, Guru, Confluence, Google Docs, etc.)

Scheduling & Calendar tools

HR & Onboarding

Payroll & benefits administration

Employee time tracking or shift scheduling

e-Signature platforms

File storage (Google Drive, Dropbox, OneDrive, etc.)

Other Internal Ops & Admin tools

Sales & CRM

CRM / lead tracking software

Email outreach or automation (e.g., HubSpot, Mailchimp)

Contract management

Quoting/invoicing tools

Pipeline management tools

Other Sales & CRM tools

Finance & Payments

Accounting software (e.g., QuickBooks, Xero)

Payment processors (e.g., Stripe, PayPal, Square)

Expense management

Budgeting/forecasting tools

Reporting dashboards

Other Finance & Payment tools

Property Ops & Inventory Management

Work Order Management tools

Property Ops Scheduling tools

Property Ops & Vendor Communication

Smart Home technology

Amenity & Consumables purchasing tools

Inventory tracking tools

Other Prop Ops & Inventory tools

Marketing & Content

Website CMS (e.g., WordPress, Webflow, Squarespace)

SEO tools (e.g., SEMrush, Ahrefs)

Social media scheduling/management tools

Email marketing platforms

Ad platforms (Google Ads, Meta, LinkedIn)

Analytics tools (GA4, Hotjar, etc.)

AI or content creation tools

Lead generation forms or landing page builders

Other Marketing & Content tools

Guest & Owner Experience and Support

Helpdesk or ticketing system (e.g., Zendesk, HelpScout, Intercom)

Live chat or chatbot tools

NPS / survey tools

Client portals

Guest guidebook & info tools

Owner relationship management tools

Other Guest & Owner Mgmt tools

Integrations & Automation

Are any of your tools currently integrated with each other? If so, how?

Do you use Zapier, Make, or another automation platform? Please list any workflows.

Where are you experiencing double entry or manual processes?

Where would you like tools to talk to each other, but they don’t?

Costs & Contracts

Please list monthly or annual spend for each tool listed (feel free to email spreadsheet to intake@daylightcollab.com instead)

Are there any upcoming renewals, contracts you're locked into, or tools you're hoping to cancel soon?

Pain Points & Wishlist

What tools do you love and want to keep?

What tools feel redundant, broken, or frustrating?

What would you like to be able to do that you currently can’t?

Any areas you’d like to simplify?