+ Sample Audit · Example Only
Kaimuki Coffee Co.A neighborhood roaster, mapped as a system.
Prepared as an example · Island Tech Stack Audit
How the business runs today.
Team
Two owners, three baristas, one part-time wholesale lead. Everyone wears multiple hats.
Lead channels
Instagram DMs, website form, email, phone, and walk-ins. Nothing connected.
Booking
Private events and wholesale calls are scheduled by text and email back-and-forth.
Knowledge
SOPs and training live in shared notes or in the owners' memory. New hires ramp slowly.
The opportunity map.
Where calm systems and practical AI can take weight off the team, without changing how the business feels to its customers.
Every channel routes to a single inbox with auto-reply, stage tracking, and a same-day follow-up window so no message is missed during a morning rush.
A simple booking page with available windows, reminders, and confirmation removes 30+ back-and-forth messages a week.
Bar standards, opening/closing flow, and wholesale onboarding live in one library, accessible from the floor on a phone.
Each new coffee release produces an Instagram post, a newsletter, and a wholesale one-pager from a single source draft, lightly assisted by AI.
Faster page, clear wholesale CTA, and tasting-room hours surfaced above the fold.
One simple dashboard for new leads, bookings, wholesale conversations, and content reach so decisions stop relying on memory.
Lead Intake System
It removes the most painful weekly friction first: missed messages and slow follow-up. Every other system gets easier once intake is calm and unified.
What changes
- One shared inbox for Instagram, website, email, and phone inquiries.
- Same-day auto-acknowledgment so no inquiry feels ignored.
- Clear handoff between baristas, owners, and the wholesale lead.
- Visible pipeline so the owners can see what is in motion at a glance.
Needed access before buildout
- Meta business account access (Instagram DMs).
- Website form provider and current email forwarding setup.
- Phone provider (for SMS or call log routing).
- Permission to add one shared workspace for the team.
A calm, sequenced rollout.
Week 1
Map and alignConfirm channels, owners, response standards, and what a great first reply sounds like for Kaimuki Coffee.
Weeks 2–3
Build and connectStand up the unified inbox, auto-acknowledgments, pipeline stages, and on-floor mobile access. Train the team in one short session.
Week 4
Run and reviewRun live for a week. Review the first weekly report together. Decide which opportunity becomes the next system.
+ Your audit, your business
Want this kind of clarity for your own business?
The Island Tech Stack Audit maps your real systems, opportunities, and recommended first build. Pricing and scope are discussed after the audit conversation.