Sales Tech Stack Audit
Tools that serve the motion
More tools rarely means more sales. We audit your stack, cut the redundancy, fix the integrations, and make every tool serve the motion - so you stop paying for software nobody uses.
Tool sprawl is a tax on the team
Fifteen tools, three that do the same thing, integrations that broke months ago, and seats nobody logs into. Every tool was bought to solve a problem and none was ever retired. A lean stack that maps to your motion beats an expensive one that fights it. The audit finds what to cut, what to fix, and what to keep.
THE PROBLEM
WHAT WE BUILD
What you get
Stack Inventory
Every tool, its cost, its owner, and its actual usage – the full picture in one place.
Redundancy Map
Where tools overlap, so you can consolidate and cut spend.
Integration Fixes
Repair the broken connections that leave data stranded between tools.
Consolidation Plan
A prioritized plan to cut cost and complexity without breaking the motion.
THE FRAMEWORK
The 30-60-90 plan
Clear expectations and milestones for the first three months. Each phase has a goal, so a rep always knows what "on track" looks like, and so does their manager.
First 30 – Learn
Product, market, ICP, motion, and tools. Certify on the pitch and the demo. Goal: know what we sell and to whom.
Days 31-60 – Apply
Shadowed-to-live calls, first discovery, first qualified opportunities. Goal: run the motion with support.
Days 61-90 – Own
Independent pipeline generation, first deals advancing. Goal: carrying a ramped quota and trending to full.
HOW IT WORKS
Inventory – Catalog every tool, cost, owner, and usage rate.
Map to motion – Check what each tool actually does for the sales motion.
Cut & consolidate – Identify redundancy and overlap to remove.
Fix integrations – Repair the data flows that matter.
A method, not improvisation
WHY IT MATTERS
A clean stack pays for itself twice
Once in the software spend you recover, and again in the time the team stops wasting on tools that don’t fit. For most IT and SaaS revenue teams, the stack has grown by accretion, and an audit almost always finds real money and real friction to remove.
EXPLORE MORE
Related capabilities
Not sure if this is your bottleneck?
Start with a Sales Audit. Four weeks, a written diagnosis of where your sales system is losing money, and a 90-day plan to fix it.
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