Podcast: Perform a Quarterly Tech Stack Audit
Jessica Freeman invited me to speak on her show, The Ordinary Business™️ Podcast, about how I audit my tech stack (and save money every quarter).
This edition covers what we talked about, why it's helping me (and can help you, too), and a tasty lil freebie in case you wanna see the magic for yourself. ✨
On The Menu For This Week’s Tapas:
[STORYTIME] 🗃️ Check Your Tech
[3 GUIDING QUESTIONS] ❓Usage. Forecast. Price.
[PODCAST EPISODE] 🎧 The “Do I Really Need This” Audit feat. ME!
A client told me I needed a better system for signing documents.
Ouch.
When clients directly ask you for better systems, you know there’s work to do...
So I started looking for an affordable, simple document signing platform.
Google Workspace - I’d have to upgrade plans.
Docusign - No freemium option, no way to test if it’s right
SignWell - Freemium worked, UI was terrible
Pandadoc - Freemium seemed fine
I tested SignWell and Pandadoc to see who would be my ultimate winner.
I wasn’t in love with either, so I procrastinated on making a call.
Turns out, I found the answer when I did my Q3 Tech Audit.
It was already in my tech stack.
MailSuite, the email tracker I got for sales outreach conversations (and hadn’t truly used in months) had one built in.
I was relieved and shocked…
I didn’t know I already had the tool I needed.
And this isn’t the first time this had happened.
Back in September, I was planning for my out-of-office leave for my wedding and honeymoon.
I added up all the tools I needed to add another seat to for my subcontractor to take over. It came out to just under $200.
I was about to press “Pay” when my gut told me “Hold up. There’s probably another way to do this.”
Each quarter, I assess my tech stack to reduce costs, identify tech gaps, and plan for upcoming software needs. So I did a rapid audit asking 3 key questions:
My Tech Audit Fits Into 3 Core Questions:
Usage: How am I using these tools? Will I use all their features?
Forecasting: Will I use this beyond the most urgent need?
Cost: Is it a set price or can I scale up or down depending on usage?
Based on my answers, I realized I didn’t need a tool for my out-of-office leave. I just needed to forward my email to someone on the clock.
This audit:
Saved me $200+ in September
Will save (at least) $732 in 2026
Shows me which plan upgrade is actually worth it
That’s how my tools earn their keep… and my bank account thanks me for it.
I saw a conversation about this on threads so I replied with a version of this story.
It landed me a podcast guest spot on The Ordinary Business Podcast with @JessCreatives.
She wanted to know exactly how I do my tech audits, so I shared the full story on the podcast.
No spoilers, but I’ll tell you I think I have a new business friend (and she’s based in Atlanta!). 💚
Ready to do your own audit?
