Agency tech stack audit checklist
Stop paying for tools you don't use and find gaps you didn't know you had. This checklist helps you audit every tool, integration, and subscription in your agency.
Frequently asked questions
How often should we audit our tech stack?
Do a comprehensive audit every 6 months and a light review quarterly. Also audit when adding new tools, after significant team changes, or when costs spike unexpectedly.
How much should an agency spend on software?
It varies with team size and services, so track your own number: total monthly software spend divided by headcount. If it rises faster than headcount, look for overlapping tools and unused seats.
How do we get team buy-in for changing tools?
Involve the team in the evaluation process. Show them the cost savings and efficiency gains. Provide training and a transition period. Don't change everything at once.
Should we prioritize cost savings or feature improvements?
Start with eliminating clearly unused or redundant tools for quick savings. Then evaluate whether better tools could improve efficiency enough to justify their cost.
What if different teams prefer different tools?
Standardize where possible for consistency and cost savings, but allow flexibility for role-specific needs. A designer's tools will differ from a developer's, and that is fine.
Run the checklist where the client work happens
AgencyPro keeps projects, client requests, files, messages and invoices in one branded client portal, so each step is done and recorded in the same place.