Resources · Worksheet · Sent by email · Updated
THE MARTECH STACK AUDIT WORKSHEET
You are probably paying for software nobody logs into. Two hours with this worksheet finds it.
What's inside
- 1
A tool register with the eight columns that actually matter
- 2
A duplicate-function check across fourteen common categories
- 3
Verdict rules plus the five questions to ask before any renewal
If you would rather have this done with you than to you, this is the work I do. See services
What two hours with this actually finds
Duplicate tools doing one job, licences renewing for teams that have moved on, and the manual exports nobody counts as work because they have always been done. Most audits I run recover 20 to 30 per cent of licence spend, but the larger finding is usually the staff hours going into moving data between systems that were sold as integrated, which is how a stack rots.
Do the ownership column first
The temptation is to start with cost, because cost is easy to look up. Start with who owns each tool. Anything nobody will claim is either unused or a risk, and both answers are useful before you spend time on the numbers.
COMMON QUESTIONS
How long does a MarTech stack audit take?
Around two hours for the inventory on a mid-sized stack. Getting honest answers about what is actually used takes longer, because it usually means someone admitting a tool they championed is not being opened.
What counts as part of the stack?
Anything that touches marketing data or output, including the tools bought on a personal card for one campaign. Those are the ones missing from the finance list and the ones most likely to be holding data you cannot reach.
Should I cancel unused tools straight away?
Check where their data goes first. A tool nobody logs into may still be feeding a report or an integration, and cancelling it breaks something three weeks later that nobody connects back to the cancellation.