A Marketing Stack Audit: Which Tools You're Paying for But Not Using
Somewhere in your bank statement right now is a marketing tool nobody on your team could name if you asked them. 💖 It's not a moral failing — tools pile up because you sign up for a good reason, the project ends, and cancelling never quite makes it onto anyone's to-do list. A stack audit just puts it back on the list.
What most businesses get wrong
Tool decisions usually get made once, in a burst of enthusiasm — a new hire wants a particular platform, a launch needs a particular app — and then never revisited.
- They evaluate tools when they sign up, not on any ongoing basis, so subscriptions renew quietly for years past their usefulness.
- They keep paying for the top-tier plan "just in case," using a fraction of what it offers.
- Nobody owns the full list — different team members or past staff signed up for different tools, and no single person can see the whole picture.
The Marketing Stack Audit Table
List every tool tied to marketing — website, email, social scheduling, ads, analytics, forms, CRM, SMS, design, stock photos, AI writing tools, review software — even the ones on someone's personal card. For each one, fill in:
Tool | Monthly/Annual Cost | Who Owns It | Last Logged In | What It's Actually For | Overlaps With | Decision (Keep / Downgrade / Cancel / Consolidate)
Anything with "no login in 60+ days" next to it goes straight to the cancel column — unless there's a genuine seasonal reason to keep it on ice instead.
How to actually run this audit
- List every recurring marketing charge you can find — check bank and card statements for the last 12 months, not just what you remember signing up for.
- Assign an owner to each tool — whoever actually uses it, or "unknown" if nobody can say.
- Check the last login or activity date inside each tool (most platforms show this under account or admin settings).
- Note what each tool is genuinely used for today, not what it was bought for originally.
- Flag overlaps. Two tools doing a similar job are a consolidation candidate, not necessarily an instant cancel.
- Make one decision per tool — keep, downgrade, cancel, or consolidate — and set a date to action it.
- Put a recurring reminder in the calendar to repeat this every six to twelve months, because the list will grow back.
Mistakes to avoid
- Auditing once and assuming the job's done. The stack regrows within a year.
- Cancelling a tool the same week you notice it, without checking for a genuine seasonal reason first.
- Consolidating everything into one "all-in-one" platform without checking it actually does each job as well as the specialised tools it's replacing.
- Letting whoever signed up for a tool be the only person who can approve cancelling it.
- Forgetting annual (not just monthly) subscriptions, which are easy to lose track of.
Frequently asked questions
How much do businesses typically save from a stack audit?
It varies a lot depending on how long it's been since the last review — for some businesses it's a small amount, for others it's a genuinely significant chunk of their marketing budget. There's no reliable average, so don't go in expecting a specific number.
Should I always choose the cheapest tool?
No. Cutting a tool your team actually relies on to save a small amount isn't a win if it costs you hours of manual work instead. The goal is matching cost to actual use, not minimising cost at all costs — sometimes the more expensive tool is genuinely the cheaper option once you factor in time.
How often should I repeat this audit?
Every six to twelve months is a reasonable rhythm for most small businesses — more often if you're growing fast or frequently trialling new tools.
What about tools we use for more than just marketing?
Split them mentally. If a tool serves multiple functions, like a CRM also used by sales, audit the marketing-specific usage and cost separately, or note it as shared so you don't accidentally cancel something the rest of the business relies on.
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