Run a tighter, safer agency.

Practical decision tools, reusable checklists, and policy starters for small teams—without the enterprise overhead.

10 tools included
Start here

Get your operating basics in order.

Estimate spend, remove shelfware, tighten access, and put every renewal on a calendar.

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Agency health
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Based on completed operating and security controls.

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Complete toolkit

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Everything is available here—no pagination and no hidden tools.

Plan

4 tools

Operate

4 tools

Source

2 tools
01 · Spend

Know your true cost

Model monthly and annual software spend per employee, then flag unused licenses.

02 · Access

Control the joins and exits

Use role-ready onboarding and same-day offboarding routines.

03 · Risk

Build minimum viable security

Cover identity, devices, data, vendors, and incident readiness.

SaaS stack cost calculator

Exact arithmetic from the monthly prices and paid seat counts you enter.

Data rule: changing the display currency does not perform foreign-exchange conversion. Enter every price in the selected currency and use the recurring pre-tax monthly amount from your own invoice or vendor quote.
ToolMonthly / seatSeats
Estimated annual cost
$0

$0 / month

Cost per employee / month$0

Rule of thumb: investigate tools with overlapping jobs and premium plans assigned to occasional users.

Which stack fits my agency?

Answer five questions for a right-sized recommendation.

Rules-based guidance—not a ranked market review

Answer the questions

Your suggested stack will appear here.

Buying principle

Choose the smallest stack that reliably handles your workflows. Add specialist tools only when a clear process owner and measurable need exist.

Employee onboarding checklist

A repeatable path from signed offer to a confident first month.

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Employee offboarding checklist

Protect client data, preserve knowledge, and close access on time.

For involuntary departures, coordinate timing with HR/legal and disable critical access immediately at the agreed termination time.
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Security-readiness checklist

A practical baseline—not a certification or legal opinion.

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Your posture
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Complete the checklist to reveal priorities.

Do these first

  1. Enforce MFA for email and admin accounts.
  2. Keep a current asset and access inventory.
  3. Back up critical data and test restoration.
  4. Document who leads an incident response.

Software renewal calendar

Track notice windows so auto-renewal never surprises you.

VendorRenewalDecision deadlineStatusValue

SaaS waste calculator

Calculate recoverable spend from confirmed unused licenses.

Do not call this realized savings yet. The result is an opportunity estimate: monthly seat price × removable seats × 12. Contracts, minimum seat commitments, taxes, and cancellation fees are not included.
ToolMonthly / seatUnused seats
Potential annual savings
$0

$0 per month recoverable

90-day clean-up

Ask each tool owner to confirm active users, business purpose, data sensitivity, renewal date, and cancellation terms. Remove unclaimed seats after a short notice period.

Microsoft 365 vs Google Workspace

Weight the factors that matter to your team. Higher importance has more impact.

Transparent model: each criterion shows our editorial 1–5 fit rating for Microsoft (MS) and Google (G). Your importance selection (0–3) multiplies those ratings. This is decision support—not an objective product-quality score.
Microsoft 365

0 weighted points

Stronger fit when native Office file fidelity, complex Excel workflows, Windows management, or Microsoft-centric clients are decisive.

  • Business Basic: US$7/user/month, annual commitment
  • 1 TB cloud storage per user; web/mobile Office
  • Desktop Office requires a higher plan
Verify official pricing ↗
VS
Google Workspace

0 weighted points

Stronger fit when browser-first work, low-friction live collaboration, and straightforward external sharing are decisive.

  • Business Starter: US$7/user/month, annual commitment
  • 30 GB pooled storage per user
  • Business Standard: US$14 and 2 TB pooled storage per user
Verify official pricing ↗
Pricing facts above are US list prices before tax, checked against official vendor pages on 29 September 2026. Local availability, currency, promotions, billing terms, Teams/Copilot packaging, and reseller pricing can change the amount.
Adjust priorities and click “Update recommendation.”

Vendor comparison database

A curated shortlist—not a complete market ranking.

Honesty note: “Best for,” strengths, and watch-outs are editorial judgments, not verified universal facts. Pricing is intentionally shown as a model rather than a potentially stale number. Use each official link to verify the exact plan, local price, tax, minimum seats, and contract terms before buying. Reviewed 29 September 2026.

Downloadable policy templates

Plain-language starters. Customize owners, systems, jurisdictions, and approval dates.

Download full pack (.zip)
Templates are operational starting points, not legal advice. Have qualified counsel review policies that create employment, privacy, regulatory, or contractual obligations.