Free Assessment

BeautiSoul Technology Health Check

Helping beauty businesses make better technology decisions.

Section 1 — Business Snapshot

Business NameContact Name *Email *WebsiteInstagram

Business Type

SalonSpaMed SpaBarbershopSuite RentalMulti-Location BusinessBeauty BrandOther

Number of Service Providers

Solo2–56–1516–3030+

Section 2 — Current Technology Stack

Booking & Scheduling

What booking software are you currently using?

How satisfied are you with your booking system?

Very SatisfiedSatisfiedNeutralDissatisfiedVery Dissatisfied

Point of Sale & Payment Processing

Current payment provider

Is your payment processing integrated with your booking software?

YesNoNot Sure

Do you currently offer digital tipping?

YesNo

Online Retail

Do you sell retail online?

YesNo

Marketing & Client Communication

Which tools do you currently use?

Email MarketingText MarketingLoyalty ProgramReferral ProgramSocial Media SchedulingReputation ManagementNone of the Above

What platforms are you currently using?

Reviews & Reputation

How do you currently collect client reviews?

Payroll & Team Management

How do you currently process payroll for your team? Include any software or service providers you use.How are commissions calculated, tracked, and paid within your business?How do you currently collect, distribute, and report tips for your team?What tools or processes do you use to manage staff schedules, availability, and time off requests?

Section 3 — Technology Satisfaction Assessment

Rate each area from 1–10 (1 = Strongly Disagree, 10 = Strongly Agree).

Our booking system creates a great client experience.

Our team fully utilizes the technology we pay for.

Our reporting provides the information we need to make business decisions.

Our systems work well together.

Our technology saves time and reduces manual work.

Our onboarding and training processes are effective.

We feel confident in our current technology stack.

Section 4 — Pain Point Assessment

What challenges are you currently experiencing? (Select all that apply.)

Reporting is difficultTeam adoption is inconsistentWe have too many disconnected toolsClients struggle with bookingMarketing isn't generating resultsRetail sales are underperformingSoftware costs feel too highWe aren't using all available featuresWe don't know what metrics matter mostStaff training is inconsistentWe are considering switching softwareOur systems don't communicate with each otherFront desk processes are inefficientPayment processing costs are too highWe are unsure what technology we actually need

Section 5 — Growth Readiness

What are your goals over the next 12 months? (Select all that apply.)

Increase RevenueImprove Client RetentionGrow Retail SalesImprove Team ProductivityAdd Additional ProvidersOpen Another LocationReduce Administrative TasksImprove Reporting & VisibilityImprove Client CommunicationUpgrade TechnologyEvaluate New SoftwareImprove Team Education & Adoption

Section 6 — Technology Health Score

How would you rate your overall technology ecosystem?

ExcellentGoodFairNeeds Improvement

If you could change one thing about your current technology setup, what would it be?

Personalized Review

Yes, I would like a personalized review of my assessment and recommendations for my business.

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Your responses help identify opportunities to improve efficiency, team adoption, client experience, reporting, and overall business performance.

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@beautisoul_consulting Rachel D’Angelo

Founded by Rachel D’Angelo