Here's What's Inside:
This is not just a spreadsheet with empty cells. When you download the Tech Spend Audit, you get four guided worksheets that work together to give you the full picture.
Tool Inventory: You list every tool you pay for and answer three plain-English questions about each one. The sheet scores them automatically on a scale of 0 to 3. No formulas to write, no math to do. You fill in what you know, and the sheet does the thinking.
Waste Dashboard: This tab fills in on its own the moment you complete your inventory. It shows you your total monthly and annual tech spend, how many tools are flagged as potential waste, and how much money you could get back each month by cutting or replacing them. You don't need to know what any of the numbers mean to get value from it because every section tells you exactly what you're looking at and what to do about it.
Journey Discovery: This is the part most business owners skip when they think about their tech spend. It walks you through your full customer journey, from the moment someone finds you to what happens after the sale, and asks one question at each step: is a tool doing this automatically, or are you doing it yourself? Every row you mark as manual is time leaving your week that a tool you may already own could be handling for you.
Automation Map: Once you know where your manual gaps are, this tab gives you a place to plan what to do about them. You map out what the trigger is, what should happen automatically, and which tool should own it. You can bring this to a Help Desk Call and your specialist will walk you through which of your existing tools can already handle each one for free.