RevOps Audit
Sales Tech Stack Audit(Free Download)
Professional 40-criterion sales & marketing tech stack audit: Cost (10), Adoption (10), Integration & Data Flow (10), ROI & Business Impact (10)—with tool inventory, 0–5 scoring, consolidation insights, and export.
Template preview
Tech stack audit
What's included
Overview, scoring guide, tool inventory table, 40-criteria audit, category and overall dashboard, performance classification, consolidation recommendations, and low-score actions; local save and CSV export.
criteria40
categories4
cost Items10
adoption Items10
integration Items10
roi Items10
Automation rules
- Category score patterns trigger consolidation insights
- Scores ≤2 surface criterion-level recommendations
Custom fields
Tool inventory (free text)
Per-criterion score
Notes
Template specs
Difficulty
Advanced
Setup time1–2 hours
IndustryUniversal
Plan required
Free
Updated 2026-04-09
No credit card · Free forever
Structured RevOps-style audit to evaluate your entire revenue stack (CRM, MAP, SEP, analytics, data, etc.) across four pillars. Each criterion is scored 0–5 with clear definitions; category scores normalize to 0–100 with an overall Tech Stack Score. Includes a tool inventory section, score summary dashboard, performance classification, automated consolidation and optimization insights (e.g. high cost + low adoption, overlap, weak integration, low ROI), and criterion-level remediation hints. Export-ready for Excel, Google Sheets, Notion, and PDF.
The Problem This Solves
Tool sprawl drives redundant spend, broken data flows, and unclear ROI. Without a single audit model, teams renew software on inertia instead of impact.
Who It's For
RevOps, Sales Ops, Marketing Ops, IT, finance partners, and leaders rationalizing GTM technology.
Use Cases
- Prepare for renewal negotiations and budget planning
- Find duplicate capabilities and consolidation opportunities
- Prioritize integration and data fixes before buying more tools
- Build an ROI-backed rationalization roadmap
How to Use This Template
- 1
List tools in the inventory (name, owner, cost, licenses)
- 2
Score all 40 criteria using the 0–5 guide; add notes where context varies by tool
- 3
Review category scores and overall classification
- 4
Apply consolidation insights and low-score recommendations to your backlog
- 5
Export CSV for workshops and executive readouts
Frequently Asked Questions
Ready to use this template?
Deploy Sales Tech Stack Audit in HelloGrowthCRM with one click. Get started free — no credit card · free forever.
Free forever · No credit card required · Set up in minutes
Related resources
Related Templates
CRM Health Scorecard
Professional 30-criteria CRM Health Scorecard for SaaS/B2B RevOps teams across Data Quality (8), User Adoption (7), Automation Utilization (7), and Reporting Accuracy (8).
RevOps Maturity Assessment
Consulting-grade RevOps scorecard with 50 criteria across People (12), Process (13), Technology (12), and Data (13), using a 0–5 scale with automated 0–100 normalization.
CRM Migration Project Plan & Checklist
Consulting-grade 65-step CRM migration plan: Planning (10), Data audit & mapping (12), System config & migration (12), Automation rebuild (10), Testing & validation (8), Training & change (7), Go-live & optimization (6)—with owners, status, priorities, risks, and export.