Free agency toolkit

Make the app audit
client-ready.

Use MerchantTrim’s independent tools to turn app-stack opinions into a documented recommendation: owner, job, cost, evidence, dependency, and next review date.

Open the toolkit
THE HANDOFF RULE

A client should be able to see what changes, why it changes, what could break, and which result would reverse the decision.

Four linked decisions

From invoice
to evidence.

Start with the inventory. Use the performance and ROI tools only where the app’s job makes them relevant.

01
45-MINUTE AUDIT

App checklist + inventory workbook

Capture cost, owner, business job, overlap, data, billing, theme code, and dependencies before recommending a change.

Run the audit
02
DECISION MODEL

App ROI and payback calculator

Translate subscription, setup, contribution margin, orders, and labor savings into a transparent keep-or-cut threshold.

Model app ROI
03
PERFORMANCE FIELD GUIDE

Storefront script audit

Trace request owners, isolate one reversible change, and avoid blaming an app from a single Lighthouse score.

Inspect the method
04
PORTFOLIO VIEW

Total stack-cost calculator

Put the monthly app bill beside revenue and gross profit, then identify which subscription deserves review first.

Calculate stack cost

Suggested client workflow

One meeting.
Three outputs.

  1. 01
    Inventory the stack

    Record each app, external subscription, owner, cost, job, and dependency. Do not begin with deletion.

  2. 02
    Challenge the evidence

    Use script ownership, actual feature use, labor savings, and contribution profit—not feature-table enthusiasm.

  3. 03
    Issue a dated decision

    Keep, configure, replace, or remove; name the implementation owner, safety check, and next review date.

Use and attribution

Share it with clients.

You may link clients to these free tools and use the workbook during your own audit process. Please keep MerchantTrim attribution and the original source link intact. The tools are independent editorial aids—not a certification or substitute for production QA.

Found something your client workflow needs? Email Ron Lawson. Practical agency feedback will shape the next version.