Type
Resources
Level
Beginner
Time Commitment
30–60 minutes
Description
Organizing the services and platforms you use in your business
🧠 Technology Management Overview
This table is your centralized hub for tracking all the tech tools, services, and subscriptions that power your business. From automation platforms to web hosting, use this template to stay on top of renewal dates, costs, and whether each tool is currently in use.
📌 Note: Only include login credentials if they are necessary for collaboration with trusted team members (e.g., your VA or OBM). Otherwise, store passwords securely in a password manager like 1Password or LastPass and link them as needed.
Use this database to:
- Review what tech you’re paying for (and if it’s worth it)
- Identify which tools are automated or manual
- Keep contracts and expiration dates visible
- Share essential access info when needed
