The tech stack audit checklist
The questions we run before recommending a single tool, so you can pressure-test whether your stack is helping or quietly taxing the business.
Before we recommend a platform, CMS, or integration, we run the same audit across what you already have. This checklist puts that process in your hands.
It covers the five places stacks go wrong: tools nobody owns, data that cannot be trusted, integrations held together with tape, security gaps, and spend that crept up while no one was looking. Work through it before your next build, migration, or renewal, and you will walk into the decision knowing exactly what to keep, cut, or consolidate.
How to use this
Go section by section and rate each item plainly: solid, shaky, or no idea. The "shaky" and "no idea" answers are where a stack quietly taxes the business, in wasted spend, decisions made on bad data, or the 2 a.m. outage nobody saw coming. Those are what to fix first.
1. Ownership: tools nobody owns
- Can you name an owner for every tool you pay for?
- Is there a single source of truth for your subscriptions and renewals?
- Are there logins only one person has, or that left with someone?
- Which tools are duplicated across teams doing the same job?
2. Data: what you can and cannot trust
- Do your analytics, CRM, and billing agree on the same numbers?
- Is customer data entered once, or re-keyed across systems?
- Can you trace a lead from first touch to closed revenue?
- When a report looks wrong, do you know where to check?
3. Integrations: what is held together with tape
- Which connections are manual exports, copy-paste, or a fragile script?
- What breaks if one tool changes its API or pricing tomorrow?
- Are webhooks and syncs monitored, or do they fail silently?
- How long would it take to replace your most critical integration?
4. Security & access
- Is two-factor enforced on every business-critical account?
- Are permissions least-privilege, or does everyone have admin?
- When someone leaves, is offboarding a checklist or a scramble?
- Where do secrets and API keys actually live?
5. Spend: what crept up while no one looked
- What is your total monthly tooling spend, to the dollar?
- Which tools are paid for but barely used?
- Are you on annual plans that auto-renew without review?
- What would you cut today if you had to trim 20 percent?
What your answers tell you
Tally where the "shaky" and "no idea" answers land. Gaps in ownership and spend are usually the fastest money back, so start there. Gaps in data quietly corrupt every decision downstream, so fix those before you trust another report. Gaps in integrations and security are the ones that stay invisible right up until they cost you a customer or a breach, so treat them as urgent even when nothing is on fire yet.
The goal is not more tools; it is a stack that earns its keep. When you want a second pair of eyes, or a partner to consolidate and rebuild the plumbing, that is our web development team's job. Book a call, or run the free Scorecard on your site.