An Accountability Chart for your Tech Stack

If you’re familiar with EOS (Entrepreneur Operating System), you probably know the Accountability Chart. It looks like this:

It’s an organizational chart, but diagramed out by function of the business instead of by people. People are assigned to functions, instead of functions assigned to people.

I like to separate Marketing and Sales - so the four functions of a business are Marketing, Sales, Operations, and Finance. In the book “Clockwork”, Mike Michalowicz calls them: Attract, Convert, Deliver, Collect.

It’s an interesting exercise to apply this model to your tech stack:

• VisionaryTech

• IntegratorTech

• MarketingTech

• SalesTech

• OperationsTech

• FinanceTech

Are you holding your Tech accountable for the job its supposed to be doing? 🤔

Now categorizing tech can be interesting… and why many advisortech companies have disagreements with Kitces about where they’re categorized on the map. Hey, you’ve got to be brave to categorize this stuff, just saying… 😄

• Is your MarketingTech getting you 1st appointments?

• Is your SalesTech getting you signed contracts?

• Is your OperationsTech helping you deliver great services month-over-month and year-over-year (client renewals / LTV)?

• Is your FinanceTech keeping you profitable through fast collections and accurate data?

What do you think? Is this a useful way to think about your tech stack? Feel free to reply and let me know!

Today I want to highlight two of our vendor partners - an OpsTech tool and a CollectTech tool

Hubly is OpsTech - helping you deliver better, faster, more reliable experiences for your clients and your team. Here’s a quick overview:

Smart Kx is CollectTech (also right after a Sale… Tech)

If you’re interested in learning more about either of these tools, check out our Classroom in the ProAdvisorSuite community.

Thats all for today, folks! Have a great weekend!

Warmly,

Joe