Implementation BlueprintExecution layer

No moat SMB Stack Audit (7-10 days)

A fixed-scope audit that uses No moat's 5,429-product directory to replace a small client's redundant SaaS stack with a filtered, costed shortlist. Sold as a one-off diagnostic that agencies can upsell into a quarterly retainer. Time: 7-10 days.

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Blueprint

No moat SMB Stack Audit (7-10 days)

A fixed-scope audit that uses No moat's 5,429-product directory to replace a small client's redundant SaaS stack with a filtered, costed shortlist. Sold as a one-off diagnostic that agencies can upsell into a quarterly retainer.

Prerequisites
  • Client grants read access to their billing statements or SaaS admin consoles so the current stack can be inventoried
  • Agency seat on No moat confirmed with keyword search plus category, audience, pricing, platform, and integration filters working
  • Agreed filter defaults per client: target audience segment, budget ceiling, and required integrations such as WordPress, Slack, Stripe, or Zapier
  • A comparison template with columns for switching cost, contract exit terms, and migration hours
  • Named delivery owner who will run the shortlist and own the client walkthrough call
Execution Timeline
  • 1.Inventory the client's live tools and log each one against a No moat category (CRM, invoicing, analytics, SEO, website builders)
  • 2.Flag duplicates and mismatches where two tools share a category or an integration the client does not use
  • 1.Run keyword searches in No moat for each category the client actually needs
  • 2.Apply the audience filter to the agencies or freelancers segment where the client's team size matches
  • 1.Set pricing filters to the client's per-tool ceiling and record starting prices for every candidate
  • 2.Sort results by verified revenue to separate tools with real paying bases from thin listings
  • 1.Filter candidates by required platform support (WordPress, Slack, Stripe, Zapier) and drop anything missing a must-have integration
  • 2.Re-sort the surviving set by longest running to surface vendors with multi-year track records
  • 1.Cut the list to 5-10 vetted alternatives and note the No moat category and filter path used for each
  • 2.Estimate switching cost per swap: migration hours, data export limits, and contract exit timing
  • 1.Build the side-by-side comparison report with current tool, proposed replacement, price delta, and integration fit
  • 2.Rank swaps by payback period and mark any tool that should stay put
  • 1.Run the client walkthrough call and capture objections against specific No moat listings
  • 2.Deliver the prioritized consolidation plan with a 30, 60, and 90 day sequence
  • 1.Package the audit as a repeatable template with saved filter sets per client segment
  • 2.Offer a quarterly re-run so the client keeps the shortlist current as No moat adds products
$1,800 per audit, with No moat access budgeted separately since vendor costs are not published; the directory's own listings show a $1 verified revenue figure and a $10 starting price reference point, so plan a modest internal tooling line rather than a large licence7-10 days
ROI Logic

At $1,800 per audit and roughly 16 hours of setup plus delivery, the offer clears a wide margin against a directory whose own pricing signals sit at $1 and $10, so the fee is carried by the agency's filtering judgment and switching-cost analysis rather than by tool cost. Reusing the saved filter sets and comparison template on the second and third client cuts delivery hours sharply, which is where the retainer conversion pays.

Deliverables
  • Stack inventory mapped to No moat categories with duplicate and mismatch flags
  • Filtered shortlist of 5-10 alternatives with the exact No moat filter path recorded for each
  • Side-by-side comparison report including price delta, integration fit, and switching cost estimates
  • Prioritized consolidation plan sequenced across 30, 60, and 90 days
  • Reusable filter-set and template pack for the agency's next audit
Definition of Done

The client signs off on a prioritized consolidation plan where every recommended replacement traces back to a named No moat listing and a documented filter path.

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