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For Agencies & Consultants

Deliver in Hours What Used to Take Weeks

Your clients expect a professional audit with clear recommendations. Not a spreadsheet and a "we'll get back to you." Audit stacks, generate RFIs, score vendors, and deliver branded reports without rebuilding the groundwork each time.

Built to solve real consulting problems

Client audits take too long

Every new client means starting from scratch -- finding logos, drawing diagrams, researching vendors. A single audit can take a week.

The solution

Build client stacks from 350+ vendor nodes, a template, or a one-sentence description. The Evaluate tab grades the stack A-F and names the tools that overlap.

Client stack audit with the evaluation grade

Deliverables look unprofessional

You're sending clients PowerPoint slides with misaligned logos and screenshots from other tools. It doesn't reflect your expertise.

The solution

Export diagrams as PNG or SVG and reports as PDF. On Consultant, reports carry your company name and logo instead of ours.

The File menu open on Export: PNG, SVG, JSON and CSV

No scalable workflow for multiple clients

Each client's stack lives in a different tool -- some in Miro, some in PowerPoint, some in spreadsheets. No consistency.

The solution

A client workspace for each client: 5 on Consultant, 15 on Agency, each with up to 15 stacks. Every client stack in one place with consistent formatting and professional output.

Vendor recommendations lack structure

Recommending vendors based on gut feeling doesn't inspire confidence. Clients want a structured evaluation process.

The solution

The RFI Generator creates procurement documents and sends vendors a response link. Scoring compares their answers on weighted criteria. Alternatives lists replacement candidates ranked by capability overlap.

RFI generator wizard for structured vendor recommendations

Features built for consulting workflows

Everything you need to audit, recommend, and deliver -- without switching between tools.

Rapid Stack Building

Build client stacks in minutes, not days, with 350+ pre-built vendor nodes.

Computed Audits

An A-F grade computed from duplicated capability, with the overlaps named and, from the costs you enter, priced.

White-Label Reports

PDF reports with your company name and logo (Consultant and Agency).

RFI Generator

Guided wizard, shaped to the category, producing an RFI document with a scoring rubric. Unlimited on Consultant and Agency.

A Workspace per Client

Each client's stacks, costs, RFIs and people sit in their own workspace, separate from every other client.

Multi-Lens Views

Show clients their stack through different lenses: cost, data flow, ownership, PII data, consent.

How it works

From client intake to final deliverable in four steps.

1

Map the current stack

Drag-and-drop your client's existing tools onto the canvas. 350+ vendors with logos ready to go.

2

Run the audit

The Evaluate tab grades the stack A-F from duplicated capability, names the overlapping tools and prices the overlap from the costs you enter.

3

Build recommendations

Use alternatives, vendor scoring and the RFI generator to build a structured recommendation.

4

Deliver the report

Export PDF reports with your branding, plus the diagram as PNG or SVG, or send a live share link.

Frequently Asked Questions

What's included in the Consultant plan?
5 client workspaces, a monthly AI allowance with top-ups, every lens, unlimited RFI generation and scoring, the Stack Costs panel (cost table, renewals, forecast), reports with your own branding, and MCP access so Claude or ChatGPT can answer questions about your stacks. $99 a month or $990 a year, excl. VAT. Each extra client is $19 a month. Consultant is for one person; for a firm with several consultants, see Agency.
How is pricing per client worked out?
A client is a client workspace: the stacks, costs, RFIs and people for one client organization. Consultant ($99 a month) includes 5 and each extra is $19 a month. Agency ($499 a month) includes 15 client workspaces and 10 editors; each extra client is $25 a month and each extra editor $29 a month. Viewers and client guests are free. Annual billing gives two months free. Prices exclude VAT.
Is there a limit on stacks?
Fair use is one client organization per client workspace and up to 15 stacks in each. If a client needs more, talk to us and we will raise it.
Can I manage multiple client stacks?
Yes. Each client gets its own client workspace with up to 15 stacks, and the Client Work panel collects research, RFIs, comparisons, costs and branded output in one place.
How does white-labeling work?
Set your company name and logo once in branding settings. PDF reports (evaluation, privacy audit, cost analysis, RFI and more) then carry your branding instead of ours. White-label reports are on Consultant, Agency and Enterprise; they are not part of Team.
Can I share diagrams with clients?
Yes. Send a read-only share link to the live stack; on paid plans you can add a password or an expiry date, and embed the stack in Confluence, Notion or any page that accepts an iframe. You can also export the diagram as PNG or SVG, and reports as PDF.
Is there a free trial?
New accounts start with a 14-day Pro trial, then fall back to the Free plan (3 cloud saves) unless you upgrade. Upgrade to Consultant when you need client workspaces, Stack Costs and your own branding.
Can I use this for client proposals?
Yes. Consultants use the stack diagram and the evaluation in pitch decks to show their approach. For a first look at a prospect, the free Instant Stack Audit at app.martechstackbuilder.com/audit needs no sign-in.

Deliver better client audits, faster

Build, evaluate, and present Martech stacks with professional-grade tools built for consultants.

Open the Canvas See Consultant and Agency pricing

No credit card required. Free plan available.