For creative and marketing agencies and consultancies of 5 to 25 people
Project management, design, time tracking, CRM, signatures, newsletters, automation. The Software Checkup goes through every software charge your agency pays, what your team actually uses and where your tools overlap, then tells you what to keep, cut, downgrade or build. Fixed price, with a guarantee.
Seats outlive the people.
Someone leaves, or a client project ends, and the seat keeps renewing because nobody owns the list.
Three tools for one job.
One team tracks work in a project tool, another in a board, a third in a spreadsheet, and all three are paid for.
Per-seat pricing grows with the team.
Every hire adds a line to every tool, and the total creeps up without a single decision to approve it.
Renewals nobody calendars.
Annual plans renew on a date nobody wrote down, usually at a higher price.
Tick the tools you pay for. The common agency ones are ticked to start. It runs in your browser and sends nothing anywhere.
Starter Suite: $25/seat/mo · Source
Starter (billed monthly): $20/seat/mo · Source
Standard: $10/seat/mo · Source
Starter: $16/mo · Source
Basic: $28/mo · Source
Bronze: $34/mo · Source
Basic: $9/seat/mo · Source · 3-seat minimum
Starter: $10.99/seat/mo · Source
Team (editors): $20/seat/mo · Source
Pro, 2,000 tasks: $49/mo · Source
Support Team (per agent): $19/seat/mo · Source
Essential: $29/seat/mo · Source
Essentials, 2,500 contacts (about): $45/mo · Source (third-party source)
Standard: $30/seat/mo · Source
Starter: $19/seat/mo · Source (third-party source)
Starter: $29/mo · Source
Tier
Suggested from what you ticked. Upkeep for Build is $199 a month.
Build starts at $9,999; you can raise it but not go below it.
A written report 5 business days after I have access, then a 45-minute walkthrough call with whoever signs. The quick cuts are made with you on that call, and if a build would pay for itself, you get its fixed price there. The report contains:
The report's checks: every recurring software charge in your 12 months of statements is in the inventory, every tool has a decision and the rule behind it, and every number can be rebuilt from the spreadsheet you receive.
If I don't find at least $1,000 a year you can save without building anything, you get the fee back in full. That includes finding that your setup is already right.
Applies at about $750 a month or more in software spend. If the access or materials I need are not supplied within 14 days of purchase, the order closes with a full refund.
Paid in full when you book. If the guarantee applies, the fee is refunded in full and nothing more is owed.
The fee is credited in full against a Build or Transform signed within 30 days. It is not credited against a Fix.
One fixed price, paid when you book. The fee is credited in full against a Build or Transform signed within 30 days. It is not credited against a Fix.
The Software Checkup, $499.
Launch price $499 until December 31, 2026, then $999. in exchange for an anonymised case study.
A written report 5 business days after I have access, then a 45-minute walkthrough call.
Book the Checkup and I will go through every charge. I read every enquiry myself and reply within 24 hours.
Book the Checkup ($499)