Case studyFinTech SaaS$30M ARR12 weeks
$187K/yr in eliminated tool spend
How a $30M ARR fintech eliminated 7 GTM tools and rebuilt their reporting layer in a 12-week engagement.
$187K/year
Tooling spend eliminated
23 → 12
Tools in stack
5 days → 2 hours
Time-to-report (CRO)
2 FTEs
RevOps headcount avoided
Engagement
Architecture Audit + Implementation Sprint — Advanced ($72.5K)
Duration
12 weeks
Vertical
FinTech SaaS
The problem
Stack had grown organically through Series A and B — ending up with 23 GTM tools, half overlapping. Quarterly stack review revealed $340K/yr in seat cost with low utilization on 7 of them.
Layer 1
- Audited all 23 tools with usage analytics + interview data
- Eliminated 7 tools, consolidated 4 more
Layer 2
- Custom objects rationalized from 11 to 4
- One company / contact / deal source of truth
Layer 3
- Workflow inventory cut by 40%
- Lifecycle stages standardized across regions
Layer 4
- Snowflake mirror of HubSpot for analytics team
- Looker dashboards built on top, no more spreadsheet exports
“The audit alone paid for itself five times over. We didn’t need more tools — we needed someone to look at all of them at once.”
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