AI Productivity Tool Client Resale Audit (Retention)

AI Productivity Tool Client Resale Audit (Retention)

1. 01

   Inventory every AI productivity tool currently deployed across client accounts

   List each tool, its subscription tier, the number of active seats, and the specific workflow it supports. Include tools like Calendly, Google Workspace, and Zoom that clients may already be buying directly.

2. 02

   Map each tool to the client's stated business outcome

   For every tool, document the measurable outcome it contributes to, such as reduced meeting scheduling time or faster document turnaround. Flag any tool that lacks a clear link to a client priority.

3. 03

   Compare current spend against direct-to-vendor pricing

   Check the client's current per-seat cost against the vendor's public pricing page. If the client can buy the tool directly in 90 seconds, the agency's markup must be justified by bundled services, not the tool itself.

4. 04

   Identify tools that are underutilized or duplicated

   Look for overlapping capabilities, such as multiple meeting transcription tools or redundant scheduling assistants. Consolidation opportunities reduce client costs and simplify the tech stack.

5. 05

   Assess the agency's value-add for each tool

   Determine whether the agency provides ongoing configuration, training, or workflow integration. If the tool is purely pass-through, the retainer is at risk of being cut when the client reviews expenses.

6. 06

   Document the process design that surrounds each tool

   Capture the standard operating procedures, escalation paths, and quality checks that make the tool effective. This process design is the billable work that justifies the agency's involvement.

7. 07

   Present a renewal recommendation with a clear build-or-buy analysis

   For each tool, recommend whether the client should renew through the agency, buy direct, or drop the tool. Include the cost difference and the value of the agency's process support in the recommendation.