Sales & Marketing Technology Stack Audit

Setup your Tech Stack Audit Document

Create copy of the Tech Stack Audit by Denamico template
- We recommend using within Google Sheets because formulas are used to calculate different elements throughout the template
Update the name of the document
Enter your company name on the Overview Tab
- This will automatically populate on the other 2 tabs
If you have any company-specific questions, add them in the “Other” column on each tab.
- We don't recommend adding too many extra questions. Be brief.

💡 Pro Tip: We format our spreadsheets so that any cells you need to enter information into is white. Any cells with a colored background are not meant to be edited

Input your Information on the Audit tab

Gather your key stakeholders and share the document with them
Navigate to your department's section and using the checkbox select the tech systems you currently use
Fill in the other columns with the information you know and find the information you don’t know
If you have other systems or platforms you use but there isn’t a specific category:
- Insert a new row then copy and paste one of the “Other” rows
- By doing this, you’ll ensure the formulas are kept in place
Once all stakeholders have added their information, you can move on to the Analysis tab