Checklist May 26, 2026 · 6 pp.

Small Business Tech Stack Checklist

A practical checklist for choosing the first version of a website, CRM, email, file storage, automations, backups, and hosting.

Purpose

This checklist is for small businesses that need useful tech without building a giant platform on day one.

Core questions

Where do leads come from?
Where does customer information live?
Who gets notified when a form is submitted?
What needs to be backed up?
Who can reset access when something breaks?

Good first version

A credible website, a working contact path, a simple CRM or spreadsheet, clear file storage, and a backup plan. Add automation only where it saves obvious time.

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