Productivity Tool Value Audit (Onboarding)

Productivity Tool Value Audit (Onboarding)

1. 01

   Inventory every AI productivity tool the client already pays for before proposing anything new

   Pull the last two months of SaaS invoices and card statements. Most mid-size clients are already funding a scheduling layer, a meeting recorder, and a suite-level assistant they never configured.

2. 02

   Map each tool to the specific deliverable it is supposed to accelerate

   A booking link that removes three scheduling emails per kickoff is a measurable win. A transcription seat nobody opens is a line item to cut, not a feature to migrate.

3. 03

   Time three real tasks with a stopwatch before and after the tool is switched on

   Pick tasks the client's team repeats weekly: status notes, call summaries, calendar coordination. Recorded minutes are the only evidence that survives a renewal conversation.

4. 04

   Separate the tool cost from the process cost in the same spreadsheet

   A $12 per seat recorder is trivial next to the 6 hours of monthly review labor that makes its output usable. Price the engagement against the labor, not the license.

5. 05

   Confirm data handling before any client call audio or document touches a third-party model

   Check retention settings, regional processing, and whether the vendor trains on customer content. Flag anything that conflicts with the client's own client contracts.

6. 06

   Name the one workflow that will be redesigned, and write down what changes for the people doing it

   Tool adoption fails when the surrounding ritual stays identical. State who stops doing what, and by which week.

7. 07

   Set a 30-day review date with a pass or fail threshold agreed in writing

   Define the number that counts as success before rollout starts, so the review is a measurement rather than an opinion.