Free agency toolkit

Make the app audit
client-ready.

Give clients a clear record of what each app does, what it costs, what depends on it, and why you recommend keeping or removing it.

Open the toolkit ↓
THE HANDOFF RULE

Your client should be able to see what will change, why you recommend it, what could break, and how you will know whether it worked.

Four linked decisions

From invoice
to evidence.

Begin with the inventory. Use the speed and ROI tools only for apps where those checks answer a real client question.

01
45-MINUTE AUDIT

App checklist + inventory workbook

Record who owns each app, what it costs, what depends on it, and what could break before recommending a change.

Run the audit ↗
02
DECISION MODEL

App ROI and payback calculator

Turn the fee, setup cost, extra orders, and saved time into a clear break-even target.

Model app ROI ↗
03
PERFORMANCE FIELD GUIDE

Storefront script audit

Find who owns each storefront script and test one safe change instead of blaming an app from a single score.

Inspect the method ↗
04
PORTFOLIO VIEW

Total stack-cost calculator

Compare the monthly app bill with store revenue, then choose which subscription to review first.

Calculate stack cost ↗

A practical client workflow

One meeting.
Three useful outputs.

  1. 01
    List every app and bill

    Record the owner, price, purpose, and anything that depends on the app. Do not start by deleting things.

  2. 02
    Check what is actually being used

    Look at live features, saved hours, storefront scripts, and sales evidence. Ignore impressive features the client never touches.

  3. 03
    Leave a clear action plan

    Mark each app keep, improve, replace, remove, or investigate. Add an owner, safety check, and review date.

Use and attribution

Share it with clients.

You may share these free tools with clients and use the workbook in your own audits. Please keep the MerchantTrim name and original link. These tools help organize a decision; they are not a certification or a replacement for testing changes on the real store.

Is something missing from your client process? Email Ron Lawson. Useful agency feedback will shape the next version.