Revenue Tech Stack Audit Workbook
List every tool your revenue team pays for, see what is actually used, and decide what to keep, connect or cut.
$47one-time payment
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What you get with Revenue Tech Stack Audit Workbook
The Revenue Tech Stack Audit Workbook is a guided worksheet for reviewing the software your sales, marketing and customer teams rely on.
You inventory each tool, its owner, its cost and its renewal date, then score how much it is used and whether its data reaches the CRM.
The workbook helps you spot overlapping tools, manual workarounds and gaps in your data flow, and turns the findings into a simple keep, connect or cut plan.
It is vendor-neutral and works whether you run five tools or fifty.
Everything included
- Tool inventory template (owner, cost, renewal date, users)
- Usage and adoption scoring sheet
- Data flow map: where each tool's data goes
- Overlap and gap finder
- Keep / connect / cut decision worksheet
- Renewal calendar
- One-page summary for leadership
Built for
- Founders who suspect they pay for tools nobody uses
- RevOps or sales operations hires taking stock of a new stack
- Teams preparing for budget planning or renewals
Common questions
What format is the workbook?
A spreadsheet workbook with a short PDF guide.
Does it recommend specific vendors?
No. It is vendor-neutral and focuses on how your current tools are used.
How long does it take?
Most teams complete the inventory and scoring in two to four hours.
Do I get updates?
Yes. Any revisions to this edition are sent to the email address used at checkout.
Ready to get started?
List every tool your revenue team pays for, see what is actually used, and decide what to keep, connect or cut.
$47one-time payment
Buy now — $47 →