No moat Client Stack Shortlist Build (Delivery)

No moat Client Stack Shortlist Build (Delivery)

1. 01

   Open No moat and set the category filter to the client's problem area (CRM, invoicing, analytics, SEO, website builders, developer tools)

   Run one category at a time rather than a broad keyword search. A single category keeps the result set small enough for an account manager to review inside a 30 minute block.

2. 02

   Apply the audience filter to 'agencies' or 'freelancers' before pricing filters

   Audience narrows the pool to tools built for service businesses, which removes enterprise-only products that will not fit a retainer client's budget or support expectations.

3. 03

   Set the starting price ceiling to the figure the client confirmed in the discovery call

   No moat exposes a starting price field per listing, so the ceiling filter is the fastest way to drop tools the client cannot fund. Record the ceiling in the client file so the next shortlist starts from the same number.

4. 04

   Add platform and integration filters for the client's live stack (WordPress, Slack, Stripe, Zapier)

   Integration filters are the difference between a list of interesting tools and a list the client can actually adopt. If the client runs Stripe for billing, filter for Stripe support before anything else.

5. 05

   Sort the filtered results by verified revenue, then re-sort by longest running

   Two sorts produce two candidate lists. Verified revenue surfaces tools with paying customers; longest running surfaces tools that have survived. Keep the overlap and treat single-sort entries as backups.

6. 06

   Capture 5 to 10 listings into the comparison report with category, price, platform, and integration columns

   This is the deliverable the client pays for. Each row needs the price exactly as No moat displays it and the switching cost estimate the agency adds on top.

7. 07

   Log the filters used, the sort order, and the shortlist size against the client project

   The agency's own record of which filter combinations produced usable shortlists becomes the reusable method for the next retainer client. Note the elapsed time for the build.