AI Spend Verdict Start the Audit

Sample Deliverables

a fraction of what a top-tier firm would charge.

Fixed at $50,000.00

AI Spend VerdictThe Methodology

One-page memo

The memo

Client name: Sample client Audit date: 13 Oct 2026 Total AI spend audited: $2,400,000.00

9 keep. 8 shrink. 3 not scored.

Top three CFO questions

  1. Adobe Creative Cloud — 15 of 200 seats active. Where did the other 185 go?
  2. Niche forecasting platform — 40 seats, 2 active. Was the business case ever revisited?
  3. Chatbot pilot — 100 licenses, 0 logins since March. Kill it or relaunch it?

Illustrative only. No client data shown.

Department blocks

Where each tool sits

ToolActive of seatsPosition
Marketing
HubSpot92 of 100Keep
Adobe Creative Cloud15 of 200Shrink
Canva40 of 80Shrink
MailchimpNo verified usage sourceNot scored
Microsoft 365 Copilot180 of 190Keep
Finance
NetSuite48 of 50Keep
Microsoft 365 Copilot180 of 190Keep
Workday22 of 120Shrink
Bill.comNo verified usage sourceNot scored
HR
Workday22 of 120Shrink
Ops
ServiceNow310 of 320Keep
Slack450 of 470Keep
Asana30 of 200Shrink
Monday.com55 of 100Shrink
IT
Okta410 of 430Keep
Jira190 of 200Keep
GitHub Copilot28 of 150Shrink
Microsoft 365 Copilot180 of 190Keep
Sales
Salesforce400 of 420Keep
AgentforceNo deployment date on fileNot scored
Gong64 of 70Keep
Outreach18 of 90Shrink
LinkedIn Sales Navigator25 of 80Shrink
Slack450 of 470Keep

Across departments

Every tool in this table also appears in the department blocks above.

ToolDepartmentsActive of seats
Microsoft 365 CopilotMarketing, Finance, and IT180 of 190
SlackOps and Sales450 of 470
WorkdayHR and Finance22 of 120

Row-level table

Every tool, once

Source rank 1 is a vendor admin export. Source rank 2 is a published industry study. No rank means not scored. A ratio between thirty and ninety percent is still shrink, and it is flagged for CFO review.

ToolActive of seatsRatioSource rankVerdictNote
HubSpot92 of 10092%1Keep
Adobe Creative Cloud15 of 2007.5%1Shrink
Canva40 of 8050%2ShrinkFlagged for CFO review
Mailchimp——NoneNot scoredNo verified usage source
Microsoft 365 Copilot180 of 19094.7%1KeepAlso in Marketing, Finance, and IT
NetSuite48 of 5096%1Keep
Workday22 of 12018.3%1ShrinkAlso in HR and Finance
Bill.com——NoneNot scoredNo verified usage source
ServiceNow310 of 32096.9%1Keep
Slack450 of 47095.7%1KeepAlso in Ops and Sales
Asana30 of 20015%1Shrink
Monday.com55 of 10055%2ShrinkFlagged for CFO review
Okta410 of 43095.3%1Keep
Jira190 of 20095%1Keep
GitHub Copilot28 of 15018.7%1Shrink
Salesforce400 of 42095.2%1Keep
Agentforce——NoneNot scoredNo deployment date on file
Gong64 of 7091.4%1Keep
Outreach18 of 9020%1Shrink
LinkedIn Sales Navigator25 of 8031.3%1ShrinkFlagged for CFO review

Illustrative only. No client data shown. Product names are real. The counts are fictitious.

Renewal-readiness summary

Flagged tools up for renewal inside twelve months

ToolVerdictRenewal
Monday.comShrinkNovember 2026
WorkdayShrinkJanuary 2027
Adobe Creative CloudShrinkMarch 2027
AsanaShrinkApril 2027
OutreachShrinkJune 2027

Illustrative only. No client data shown.

Start the audit

Start the Audit