


Martech ROI Analysis & Optimization Report
Know What’s Working. Fix What’s Not. Stop Wasting Money.
You’ve invested in your marketing tools. But are they actually delivering results?
The Martech ROI Analysis is a fast, data-backed way to assess whether your tools are aligned with your goals, pulling their weight, or quietly draining your budget. This is your no-nonsense checkup for your entire marketing stack—so you can stop wasting money, identify quick wins, and optimize for growth.
What’s Included:
Tool-by-Tool ROI Breakdown
Revenue impact vs. cost for each tool
Usage analysis: is the team actually using it, and how?
Identify overlap or redundancy across tools (e.g., multiple email platforms or CRMs)
Highlight underutilized features or opportunities
Optimization & Savings Report
Detailed summary of tools to keep, cut, or improve
Opportunities for tool consolidation
Recommendations for more cost-effective alternatives (if needed)
Workflow & integration improvement ideas
30-Minute Strategy Debrief (Live or Recorded)
Walkthrough of findings and recommendations
Q&A to help you make confident decisions
Optional recording and custom notes for internal review
Perfect For:
Founders and CMOs who want clear answers, fast
Marketing managers needing to justify tool spend
Teams experiencing tool fatigue or decision paralysis
Businesses preparing to scale and want to tighten operations before doing so
The Outcome:
✅ A leaner, more effective marketing tech stack
✅ Reduced tool bloat and subscription waste
✅ Confidence that your stack supports your business goals
✅ A short- and long-term optimization plan
You don’t need more tools. You need the right ones—working harder for you.
Know What’s Working. Fix What’s Not. Stop Wasting Money.
You’ve invested in your marketing tools. But are they actually delivering results?
The Martech ROI Analysis is a fast, data-backed way to assess whether your tools are aligned with your goals, pulling their weight, or quietly draining your budget. This is your no-nonsense checkup for your entire marketing stack—so you can stop wasting money, identify quick wins, and optimize for growth.
What’s Included:
Tool-by-Tool ROI Breakdown
Revenue impact vs. cost for each tool
Usage analysis: is the team actually using it, and how?
Identify overlap or redundancy across tools (e.g., multiple email platforms or CRMs)
Highlight underutilized features or opportunities
Optimization & Savings Report
Detailed summary of tools to keep, cut, or improve
Opportunities for tool consolidation
Recommendations for more cost-effective alternatives (if needed)
Workflow & integration improvement ideas
30-Minute Strategy Debrief (Live or Recorded)
Walkthrough of findings and recommendations
Q&A to help you make confident decisions
Optional recording and custom notes for internal review
Perfect For:
Founders and CMOs who want clear answers, fast
Marketing managers needing to justify tool spend
Teams experiencing tool fatigue or decision paralysis
Businesses preparing to scale and want to tighten operations before doing so
The Outcome:
✅ A leaner, more effective marketing tech stack
✅ Reduced tool bloat and subscription waste
✅ Confidence that your stack supports your business goals
✅ A short- and long-term optimization plan
You don’t need more tools. You need the right ones—working harder for you.
Know What’s Working. Fix What’s Not. Stop Wasting Money.
You’ve invested in your marketing tools. But are they actually delivering results?
The Martech ROI Analysis is a fast, data-backed way to assess whether your tools are aligned with your goals, pulling their weight, or quietly draining your budget. This is your no-nonsense checkup for your entire marketing stack—so you can stop wasting money, identify quick wins, and optimize for growth.
What’s Included:
Tool-by-Tool ROI Breakdown
Revenue impact vs. cost for each tool
Usage analysis: is the team actually using it, and how?
Identify overlap or redundancy across tools (e.g., multiple email platforms or CRMs)
Highlight underutilized features or opportunities
Optimization & Savings Report
Detailed summary of tools to keep, cut, or improve
Opportunities for tool consolidation
Recommendations for more cost-effective alternatives (if needed)
Workflow & integration improvement ideas
30-Minute Strategy Debrief (Live or Recorded)
Walkthrough of findings and recommendations
Q&A to help you make confident decisions
Optional recording and custom notes for internal review
Perfect For:
Founders and CMOs who want clear answers, fast
Marketing managers needing to justify tool spend
Teams experiencing tool fatigue or decision paralysis
Businesses preparing to scale and want to tighten operations before doing so
The Outcome:
✅ A leaner, more effective marketing tech stack
✅ Reduced tool bloat and subscription waste
✅ Confidence that your stack supports your business goals
✅ A short- and long-term optimization plan
You don’t need more tools. You need the right ones—working harder for you.