MarTech Stack Audit Checklist + Completed Sample

Most marketing teams inherit a messy stack.

Tools that overlap, seats nobody uses, renewals that sneak up, and a budget conversation you keep postponing because pulling it all together takes days.

This workbook turns a stack audit into an afternoon.

What's inside:

• Stack Inventory: one row per tool with cost, owner, renewal date, and seat tracking. Utilization calculates automatically and flags anything under 50%.
• Capability Map: mark which tools cover which capabilities and instantly see where you're paying twice, or covering nothing at all.
• Weighted Scoring: rate each tool on adoption, business value, data quality, integration health, and cost efficiency. Adjustable weights generate an automatic Keep, Optimize, Consolidate, or Retire recommendation.
• Findings Dashboard: total spend, at-risk spend, redundancy count, and capability gaps, calculated for you and formatted to share with leadership.
• Prioritized Roadmap: turn findings into an action plan with dollar impact, owners, and dates.

Plus a completed sample audit for a fictional DTC retailer with a 10-tool stack, so you can see the methodology working before you enter a single number. The sample surfaces $253K in at-risk spend across a $722K stack. Yours may look familiar.

Who it's for: marketing ops leads, MarTech managers, and anyone walking into a new role who needs to understand the stack fast. Also ideal 90 days before renewal season, when leverage still exists.

Built by a senior MarTech solution architect with 15+ years designing enterprise marketing stacks. The scoring weights and redundancy framing encode real audit methodology, not generic checklist filler.

Format: Excel (.xlsx), works in Excel and Google Sheets. Instant download, two files.