Discovery & strategy
Software Selection & Stack Evaluation
We analyze your bottlenecks and recommend the platform that best meets your feature, scale, and budget requirements, whether it comes from our partner network or elsewhere.
Choosing software is easy to get wrong. Every vendor demo looks good, pricing pages are hard to compare, and the real cost shows up months later as workarounds, duplicate tools, and features nobody uses. We do the research, map how your business actually works, and give you a clear recommendation you can act on.
This is for you if
- You know you need a CRM, email platform, scheduling tool, or help desk but are not sure which one fits
- You are paying for several tools that overlap or do not talk to each other
- Your team is relying on spreadsheets, sticky notes, or copy-and-paste to fill gaps between systems
- You have outgrown a tool you picked when the business was smaller
- You want an outside, plain-English opinion before committing to a contract
What is included
Every selection engagement covers three core deliverables.
Business workflow audit
We walk through how work moves through your business today: how leads come in, how customers are served, how your team hands work off, and where things slow down or fall through the cracks. You get a written summary of the pain points we find.
Platform fit assessment
We compare the platforms that could solve those problems on features, ease of use, integrations, scale, and long-term operating cost. That includes our partner platforms and the broader market. If the best fit is a tool we have no relationship with, we tell you.
Timeline and cost framework
You get a realistic picture of what the change involves: subscription costs, one-time setup, data migration, training, and how long each step takes, so you can budget before you buy.
How it works
Selection covers the first two phases of every MBH engagement. See all five phases.
Diagnostic & Discovery
A deep-dive audit into your current tools, team handoffs, customer touchpoints, and budget boundaries. It starts with a free 30-minute call.
Deliverables
- Pain-Point Audit Report
- Workflow Map
- Timeline & Budget Framework
Stack Selection & Architecture
Evaluation of the platforms that fit your needs, drawing on our vetted partner network and the broader market, based on capability, scale, and long-term operating costs.
Deliverables
- Platform Comparison Matrix
- Software Selection Rationale
- Cost/Value Analysis
What you walk away with
- A clear map of how work moves through your business today and where it breaks down
- A side-by-side comparison of the platforms that fit, in plain English
- A written recommendation with the reasoning behind it
- A cost and timeline estimate for making the change
- The option to have MBH implement the recommendation, or take it and do it yourself
Pricing
Selection starts with a free 30-minute discovery call. When you have MBH implement the platform we recommend, the selection work is part of the setup engagement.
Setup packages start at the prices below. See the pricing page for everything each package includes.
Frequently asked questions
How are you different from software sales reps?
Software sales reps are incentivized to sell you their specific platform, regardless of fit. We maintain relationships with trusted partner platforms, but we evaluate and implement whatever software actually fits your needs. When we recommend a platform, it is because we know how to make it work reliably for your business, and we back that up with hands-on implementation.
Do you only recommend your partner platforms?
No. Our partner network covers many common needs, but we also work with platforms outside it when they are the right fit for your business.
We already have software in place. Can you evaluate what we use now?
Yes. Many businesses have tools that simply do not talk to each other. We audit your existing stack, flag redundant tools, and recommend whether to keep, connect, consolidate, or replace each one.
How much time will this take from my team?
An initial 30-to-45-minute discovery call and brief milestone reviews. We do the research and comparison work behind the scenes.
Other MBH services
Not sure which software fits?
Book a free 30-minute call. We will look at how your business runs and where your current tools fall short.