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SaaS Stack Audit Checklist (Printable Companion)

A printable companion to Autonode's SaaS stack audit — inventory, cost, data flows, and keep/consolidate/cut/rebuild — with a link to the interactive scorecard tool.

HDHarshwardhan Deshmukh//5 min read

The long form lives in How to audit your SaaS stack before rebuilding. This page is the pocket checklist — use it with the interactive scorecard.

Checklist

Inventory

  • 12 months of card/bank recurring charges
  • SSO / Workspace third-party apps
  • Password vault / shared logins
  • Agency and freelancer tools on your behalf

Cost

  • Sticker vs seats vs meters per tool
  • Onboarding fees amortized
  • Weekly admin hours estimated
  • Totals entered in /tools/saas-stack-cost

Data flows

  • Top 5 lead/customer paths drawn
  • Each Zap/integration owner named
  • “Source of truth” marked per object (contact, deal, content)

Score (use /tools/saas-stack-audit)

  • Keep / consolidate / cut / rebuild per tool
  • Rebuild list reviewed against scoring explained

Target

  • One-page owned system sketch (site → CRM → email)
  • Migration risks listed (SEO, open deals, lists)

Common questions

Before you ask.

Where is the interactive checklist?

At /tools/saas-stack-audit — score each tool live and email the scorecard.

What order should I run the audit?

Inventory → cost → data flows → scoring → target system. Skipping ahead creates false cuts.

HD
Harshwardhan Deshmukh
Systems & Growth

Harshwardhan writes about owned software systems, SaaS cost, and the operating layer behind modern marketing stacks at Autonode.

HD
Harshwardhan Deshmukh
Systems & Growth
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