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IMPACT
Audited 16 tools across 6 categories for a fictional 30-person B2B SaaS company (Nucleus AI). Identified $3,800/month in addressable savings — $45,600 annually. Produced a professional consolidation memo addressed to the VP of Sales/CRO with a 90-day implementation plan.
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Nucleus AI grew from 5 to 30 people in 18 months. Tools were purchased reactively by individual teams with no central ownership. The result: two CRMs running in parallel, three email platforms sending simultaneously, zero revenue attribution, and 6 hours per week of manual reporting — with no one accountable for fixing it.
Designed a fictional but realistic B2B SaaS company, documented their complete tech stack across 6 categories, audited every tool for redundancy and cost efficiency, and produced a 1-page executive memo with a phased 90-day consolidation plan. Every recommendation includes a specific owner, timeline, and dollar impact.
Created Nucleus AI company profile: 30 employees, $2M ARR, Series A, 5 AEs, 3 SDRs, 0 dedicated RevOps
Documented 16 tools across 6 categories: CRM, Marketing Automation, Outbound, Enablement, Analytics, Data Enrichment
Audited each tool with 4 classifications: 🟢 KEEP — core tool, well used 🟡 REVIEW — underused or duplicated
🔴 CUT — redundant, wasteful, or unused 🔵 GAP — missing, needs to be added
Identified 5 critical findings: • Salesforce + HubSpot CRM running in parallel — contacts desynced • Marketo + Mailchimp + HubSpot all sending email simultaneously • ZoomInfo + Clearbit both enriching contacts — neither team knows • Zero revenue attribution model • 6 hrs/week manual reporting in Sheets
Built Cost Summary tab: Current $10,670/mo → Recommended $6,870/mo → Saves $3,800/mo
Wrote 1-page consolidation memo to VP of Sales/CRO with 3-phase 90-day plan and owner assigned to each action