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For creative and marketing agencies and consultancies of 5 to 25 people

Your agency pays for a stack of subscriptions. Which ones earn their keep?

Project management, design, time tracking, CRM, signatures, newsletters, automation. The software-spend review 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. It is now one module of KFTCDA Elite AI Enablement, and it starts with a free scoping call.

How agencies end up here

  • 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.

Try it on your own stack

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.

What the report contains

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:

  • An inventory of every recurring software charge, from 12 months of statements
  • Spend and renewal dates
  • Seats used against seats paid
  • The overlaps
  • A decision per tool: Keep, Cut, Downgrade, Consolidate or Build, each with the rule behind it
  • Quick cuts, with steps and dollar figures
  • Build options at fixed prices, with the payback month
  • A 12-month renewal calendar

The checks on the report

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.

  • Every recurring software charge in your 12 months of statements is in the inventory
  • Every tool has a decision and the rule behind it
  • Every number can be rebuilt from the spreadsheet you receive

Questions

The review is worth doing at about $750 a month or more in software spend. A team of 5 to 25 paying per seat for a dozen tools is usually well past that. Below it, the free scoping call will tell you honestly whether it is worth your time.

No. I look at billing, plans and who uses what, not client files. Access is read-only where possible and I never ask for passwords. Nothing goes into an outside service, AI tools included, without your written OK.

Twelve months of card or bank statements for the accounts that pay for software, a screenshot of each tool billing page and a list of who uses what. A 30-minute intake call, included, helps you gather them.

Then the review says so, and you will have saved yourself a build you did not need.

Which of those subscriptions don't you use?

Start with a free scoping call and I will tell you how the review fits your agency. I read every enquiry myself and reply within 24 hours.

Book a free scoping call

Terms and refunds · All KFTCDA services